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Calvert Global Energy Solutions A (CGAEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.04+0.17 (+1.56%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.99%
5-year average return9.80%
Number of years up8
Number of years down8
Best 1-yr total return (2 Jul 2024)61.14%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return61.14%
Worst 3-yr total return-16.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGAEXCategory
YTD-4.57%12.99%
1-month-6.30%1.30%
3-month-1.54%6.38%
1-year-8.66%53.27%
3-year-5.58%14.94%
5-year9.69%15.72%
10-year4.08%9.30%
Last bull market16.11%18.45%
Last bear market-14.87%-25.47%

Annual total return (%) history

Year
CGAEXCategory
2024
N/AN/A
2023
5.38%N/A
2022
-17.65%N/A
2021
6.50%N/A
2020
61.14%24.89%
2019
33.16%26.49%
2018
-19.67%-14.25%
2017
29.41%25.44%
2016
-7.73%9.32%
2015
-3.11%-1.23%
2014
-10.84%-0.42%
2013
33.63%30.99%
2012
7.92%18.46%
2011
-33.65%-11.76%
2010
-20.12%20.56%
2009
23.04%47.20%
2008
-58.18%-44.69%
2007
N/A9.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-3.08%-1.54%N/AN/A
20238.54%1.44%-12.26%9.09%
2022-6.54%-14.87%-6.89%11.16%
20211.04%3.71%-2.59%4.34%
2020-23.50%27.71%24.71%32.26%
201913.80%4.73%0.00%11.72%
2018-2.93%-4.38%-0.43%-13.08%
20177.14%7.30%6.95%5.25%
2016-2.48%-5.57%5.06%-4.62%
20156.31%-1.98%-17.00%12.03%
20142.41%2.61%-9.55%-6.20%
20139.12%6.23%7.10%7.64%
201211.78%-12.78%2.18%8.33%
201112.34%-11.88%-30.98%-2.90%
2010-10.36%-18.56%12.14%-2.43%
2009-10.17%28.24%11.17%-3.92%
2008-15.84%5.05%-28.41%-33.93%
20075.69%19.33%N/AN/A

Rank in category (by total return)

YTD79
1-month88
3-month34
1-year86
3-year55
5-year11

Load adjusted returns

1-year-13.46%
3-year-7.27%
5-year8.51%
10-year3.52%