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Calvert Growth Allocation C (CAACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.33-0.02 (-0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.19%
5-year average return8.04%
Number of years up13
Number of years down5
Best 1-yr total return (20 Jun 2024)26.38%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return26.38%
Worst 3-yr total return2.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCAACXCategory
YTD5.88%13.38%
1-month3.39%1.16%
3-month2.58%6.75%
1-year16.33%40.77%
3-year0.99%13.59%
5-year9.03%13.52%
10-year7.13%10.48%
Last bull market21.40%21.11%
Last bear market-14.21%-19.34%

Annual total return (%) history

Year
CAACXCategory
2024
N/AN/A
2023
14.27%N/A
2022
-18.91%N/A
2021
15.50%N/A
2020
17.72%15.41%
2019
26.38%24.78%
2018
-8.47%-9.27%
2017
19.42%18.41%
2016
6.69%8.45%
2015
-1.29%-1.74%
2014
4.66%5.50%
2013
25.74%26.84%
2012
13.79%15.29%
2011
-5.02%-4.13%
2010
10.68%14.83%
2009
24.28%30.03%
2008
-38.17%-38.64%
2007
3.83%7.48%
2006
11.74%14.66%
2005
N/A7.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.18%N/AN/AN/A
20235.10%3.76%-5.08%10.40%
2022-7.63%-14.21%-6.23%9.13%
20214.50%5.56%-0.83%5.59%
2020-20.56%19.22%8.44%14.62%
201911.92%3.85%0.00%8.74%
2018-0.12%-0.17%4.81%-12.42%
20175.41%4.08%3.98%4.68%
20160.07%-0.13%4.34%2.31%
20153.18%0.76%-7.52%2.67%
20140.49%3.45%-2.50%3.26%
20138.21%1.65%6.62%7.21%
201212.09%-5.43%5.45%1.79%
20115.30%0.54%-15.90%6.67%
20104.06%-10.29%10.29%7.49%
2009-9.94%16.40%15.01%3.08%
2008-9.05%-0.56%-12.27%-22.08%
20070.86%4.70%0.81%-2.47%
20065.49%-2.75%3.02%5.74%
20053.93%1.65%N/AN/A

Rank in category (by total return)

YTD82
1-month84
3-month76
1-year89
3-year87
5-year81

Load adjusted returns

1-year15.33%
3-year0.99%
5-year9.03%
10-year7.13%