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Calvert Global Small-Cap Equity A (CSMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.24+0.01 (+0.07%)
At close: 06:05PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.28%
5-year average return6.22%
Number of years up17
Number of years down4
Best 1-yr total return (7 May 2024)37.69%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return37.69%
Worst 3-yr total return1.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSMAXCategory
YTD-2.54%12.99%
1-month-5.66%1.30%
3-month0.14%6.38%
1-year3.48%53.27%
3-year-2.43%14.94%
5-year5.24%15.72%
10-year5.63%9.30%
Last bull market22.93%18.45%
Last bear market-17.02%-25.47%

Annual total return (%) history

Year
CSMAXCategory
2024
N/AN/A
2023
14.15%N/A
2022
-21.25%N/A
2021
16.87%N/A
2020
14.29%24.89%
2019
28.44%26.49%
2018
-9.27%-14.25%
2017
23.19%25.44%
2016
7.95%9.32%
2015
-7.06%-1.23%
2014
4.79%-0.42%
2013
37.69%30.99%
2012
8.10%18.46%
2011
1.97%-11.76%
2010
18.28%20.56%
2009
24.59%47.20%
2008
-24.59%-44.69%
2007
3.53%9.94%
2006
13.33%19.63%
2005
4.41%14.86%
2004
19.08%20.29%
2003
32.89%44.66%
2002
N/A-18.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.31%N/AN/AN/A
20236.39%2.03%-7.06%13.15%
2022-9.79%-17.02%-6.46%12.47%
20215.11%5.15%-0.88%6.68%
2020-25.95%21.28%6.82%19.13%
201912.56%5.47%-0.22%8.42%
20180.63%3.64%2.50%-15.13%
20176.35%5.18%5.22%4.67%
2016-0.09%-0.64%5.16%3.42%
20153.34%-2.84%-10.44%3.35%
20144.11%2.62%-6.50%4.91%
201314.33%1.91%8.26%9.15%
20126.62%-3.10%2.40%2.18%
20116.51%-0.25%-17.93%16.95%
20107.80%-10.08%9.79%11.14%
2009-14.78%18.23%16.65%6.00%
2008-7.48%4.27%-1.04%-21.01%
20073.98%5.96%-3.79%-2.32%
200610.21%-2.38%-0.99%6.39%
2005-2.24%2.79%4.94%-0.99%
20042.33%5.05%-0.08%10.86%
2003-2.66%13.88%7.09%11.94%
2002-2.72%-15.73%3.44%N/A

Rank in category (by total return)

YTD53
1-month64
3-month62
1-year71
3-year25
5-year60

Load adjusted returns

1-year-1.95%
3-year-4.17%
5-year4.11%
10-year5.06%