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Calvert Small-Cap R6 (CALRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.08+0.04 (+0.11%)
At close: 04:33PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.94%
5-year average return7.85%
Number of years up3
Number of years down1
Best 1-yr total return (15 May 2024)20.04%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return20.04%
Worst 3-yr total return4.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCALRXCategory
YTD0.27%20.19%
1-month-6.51%0.02%
3-month2.57%4.36%
1-year5.76%60.18%
3-year0.05%11.32%
5-year6.53%13.88%
10-year8.43%11.19%
Last bull market27.08%27.98%
Last bear market-14.09%-24.08%

Annual total return (%) history

Year
CALRXCategory
2024
N/AN/A
2023
11.81%N/A
2022
-15.83%N/A
2021
20.04%N/A
2020
15.02%10.99%
2019
N/A23.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.25%N/AN/AN/A
20236.54%2.00%-7.80%11.59%
2022-5.44%-14.09%-5.61%9.78%
20219.79%3.19%-1.45%7.52%
2020-23.83%16.81%3.96%24.35%
20196.80%-0.58%3.71%N/A

Rank in category (by total return)

YTD34
1-month67
3-month35
1-year95
3-year51
5-year67

Load adjusted returns

1-year5.76%
3-year0.05%
5-year6.53%
10-year8.43%