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Calvert Equity C (CSECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.93+0.27 (+0.74%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.55%
5-year average return11.80%
Number of years up24
Number of years down5
Best 1-yr total return (5 May 2024)35.45%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return35.45%
Worst 3-yr total return4.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSECXCategory
YTD0.69%12.38%
1-month-4.43%5.09%
3-month0.53%10.28%
1-year12.11%41.70%
3-year4.21%22.56%
5-year11.26%21.98%
10-year12.05%15.99%
Last bull market21.97%25.99%
Last bear market-12.66%-17.29%

Annual total return (%) history

Year
CSECXCategory
2024
N/AN/A
2023
17.07%N/A
2022
-18.20%N/A
2021
27.96%N/A
2020
23.35%35.86%
2019
35.45%31.90%
2018
4.31%-2.09%
2017
24.84%27.67%
2016
1.49%3.23%
2015
2.91%3.60%
2014
10.20%10.00%
2013
29.56%33.92%
2012
14.69%15.34%
2011
-2.97%-2.46%
2010
16.34%15.53%
2009
32.37%35.68%
2008
-36.05%-40.67%
2007
9.09%13.35%
2006
9.34%7.05%
2005
3.37%6.71%
2004
5.88%7.81%
2003
21.33%28.66%
2002
-15.63%-27.64%
2001
-0.31%-22.30%
2000
10.73%-13.05%
1999
22.13%38.87%
1998
9.76%34.55%
1997
18.15%26.36%
1996
19.79%19.76%
1995
18.72%32.65%
1994
N/A-2.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.36%N/AN/AN/A
20233.83%4.87%-4.50%12.59%
2022-10.70%-12.66%-4.32%9.62%
20212.13%9.42%2.90%11.27%
2020-13.78%19.95%9.80%8.63%
201916.89%6.91%3.09%5.13%
20182.53%2.74%8.27%-8.54%
20176.75%5.14%4.19%6.75%
20160.15%-0.41%3.05%-1.25%
20152.44%0.60%-4.74%4.82%
2014-0.24%3.03%1.40%5.75%
20138.61%0.65%5.80%12.03%
201215.32%-5.83%5.73%-0.12%
20116.73%1.14%-15.27%6.09%
20105.47%-11.42%13.50%9.71%
2009-6.66%17.71%15.53%4.27%
2008-8.69%2.38%-9.33%-24.56%
2007-0.85%5.24%4.86%-0.30%
20063.58%-2.63%3.74%4.51%
2005-2.43%2.32%2.27%1.25%
2004-0.99%1.89%-3.46%8.72%
2003-4.49%14.06%1.73%9.49%
20021.62%-10.21%-16.39%10.60%
2001-8.50%9.48%-13.39%14.90%
200010.91%-2.24%1.41%0.70%
19997.25%7.38%-9.52%17.20%
199811.43%-5.38%-17.69%26.47%
1997-0.89%13.73%8.97%-3.81%
19965.12%3.73%3.93%5.72%
19951.99%8.62%5.84%1.26%
1994-4.87%0.20%-5.14%N/A

Rank in category (by total return)

YTD97
1-month36
3-month96
1-year99
3-year61
5-year75

Load adjusted returns

1-year11.11%
3-year4.21%
5-year11.26%
10-year12.05%