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Calvert Moderate Allocation C (CMACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.94-0.04 (-0.20%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.03%
5-year average return5.78%
Number of years up13
Number of years down5
Best 1-yr total return (27 Jun 2024)20.95%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return20.95%
Worst 3-yr total return1.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCMACXCategory
YTD3.94%9.69%
1-month2.97%0.91%
3-month1.96%5.21%
1-year12.40%27.06%
3-year0.36%11.00%
5-year6.46%10.26%
10-year5.55%8.34%
Last bull market18.00%15.58%
Last bear market-11.40%-12.16%

Annual total return (%) history

Year
CMACXCategory
2024
N/AN/A
2023
12.05%N/A
2022
-16.27%N/A
2021
10.54%N/A
2020
14.35%11.72%
2019
20.27%19.23%
2018
-5.89%-5.76%
2017
14.25%13.21%
2016
5.93%7.34%
2015
-1.10%-1.93%
2014
5.21%6.21%
2013
17.54%16.48%
2012
12.16%11.72%
2011
-0.97%-0.11%
2010
9.38%11.83%
2009
20.95%24.13%
2008
-29.63%-28.00%
2007
4.72%5.99%
2006
9.19%11.29%
2005
N/A5.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.36%N/AN/AN/A
20234.55%2.42%-4.54%9.62%
2022-6.39%-11.40%-5.23%6.53%
20212.70%4.22%-0.40%3.70%
2020-14.63%14.28%6.25%10.32%
20199.51%3.27%0.56%5.75%
2018-0.22%-0.05%3.51%-8.84%
20174.03%3.12%2.91%3.49%
20160.42%0.49%3.45%1.47%
20152.89%-0.10%-5.56%1.90%
20140.80%3.11%-1.84%3.13%
20136.08%0.34%4.86%5.31%
20129.04%-3.19%4.76%1.43%
20114.19%0.69%-10.26%5.19%
20103.56%-6.87%8.04%4.97%
2009-7.30%13.01%12.57%2.57%
2008-6.43%-0.59%-9.16%-16.72%
20070.99%3.33%1.47%-1.10%
20063.51%-2.12%3.09%4.54%
20052.66%1.50%N/AN/A

Rank in category (by total return)

YTD76
1-month63
3-month71
1-year83
3-year92
5-year78

Load adjusted returns

1-year11.40%
3-year0.36%
5-year6.46%
10-year5.55%