Singapore markets closed

Calvert Global Water I (CFWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
29.14+0.33 (+1.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.07%
5-year average return8.57%
Number of years up6
Number of years down3
Best 1-yr total return (30 Apr 2024)28.35%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return28.35%
Worst 3-yr total return4.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCFWIXCategory
YTD3.71%20.74%
1-month3.09%-1.94%
3-month3.71%7.31%
1-year14.02%63.77%
3-year4.54%9.96%
5-year10.01%11.51%
10-year5.73%3.43%
Last bull market41.50%19.09%
Last bear market-14.50%-29.67%

Annual total return (%) history

Year
CFWIXCategory
2024
N/AN/A
2023
18.55%N/A
2022
-19.40%N/A
2021
22.94%N/A
2020
15.08%16.37%
2019
28.35%14.95%
2018
-13.32%-19.01%
2017
19.30%16.61%
2016
14.43%26.69%
2015
-12.30%-22.16%
2014
N/A-12.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.71%N/AN/AN/A
20237.83%4.12%-8.17%14.98%
2022-10.40%-14.50%-6.75%12.83%
20216.64%5.60%0.56%8.57%
2020-22.86%16.13%9.04%17.82%
201911.70%5.14%0.87%8.35%
2018-3.05%-0.90%1.61%-11.21%
20175.99%2.80%5.13%4.15%
20164.96%5.72%4.65%-1.46%
2015-0.11%-1.19%-13.78%3.06%
20143.31%-6.21%-3.57%N/A

Rank in category (by total return)

YTD53
1-month87
3-month53
1-year37
3-year78
5-year64

Load adjusted returns

1-year14.02%
3-year4.54%
5-year10.01%
10-year5.73%