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Calvert Small-Cap C (CSCCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.11+0.03 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.65%
5-year average return6.95%
Number of years up12
Number of years down6
Best 1-yr total return (16 May 2024)39.73%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return39.73%
Worst 3-yr total return3.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSCCXCategory
YTD-0.08%20.19%
1-month-6.59%0.02%
3-month2.30%4.36%
1-year4.62%60.18%
3-year-1.04%11.32%
5-year5.39%13.88%
10-year7.44%11.19%
Last bull market26.55%27.98%
Last bear market-14.35%-24.08%

Annual total return (%) history

Year
CSCCXCategory
2024
N/AN/A
2023
10.59%N/A
2022
-16.75%N/A
2021
18.77%N/A
2020
13.81%10.99%
2019
25.05%23.75%
2018
-7.54%-12.72%
2017
12.33%12.28%
2016
19.09%20.78%
2015
-1.83%-5.38%
2014
6.20%3.79%
2013
39.73%37.39%
2012
14.28%15.46%
2011
-5.98%-4.07%
2010
21.70%25.61%
2009
19.78%31.80%
2008
-34.43%-36.56%
2007
-3.23%-1.10%
2006
18.82%15.03%
2005
N/A6.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.97%N/AN/AN/A
20236.25%1.75%-8.08%11.28%
2022-5.69%-14.35%-5.84%9.45%
20219.51%2.91%-1.73%7.25%
2020-24.04%16.51%3.68%24.03%
201914.42%6.55%-0.83%3.42%
20180.34%6.14%5.09%-17.39%
20172.37%1.48%2.87%5.12%
20161.00%2.03%3.93%11.19%
20154.40%1.37%-7.06%-0.20%
20140.88%2.79%-6.18%9.17%
201313.90%6.55%7.89%6.71%
201211.34%-5.83%8.65%0.31%
20117.82%-0.33%-21.44%11.37%
201010.67%-10.81%7.89%14.29%
2009-11.92%16.57%14.05%2.29%
2008-9.34%-1.12%-4.61%-23.31%
20071.53%3.67%-3.70%-4.54%
200610.74%-5.76%5.68%7.73%
20053.07%-4.49%N/AN/A

Rank in category (by total return)

YTD38
1-month71
3-month42
1-year96
3-year69
5-year84

Load adjusted returns

1-year3.62%
3-year-1.04%
5-year5.39%
10-year7.44%