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Calvert Small-Cap I (CSVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.64+0.17 (+0.51%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.24%
5-year average return6.45%
Number of years up12
Number of years down6
Best 1-yr total return (29 Apr 2024)41.91%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return41.91%
Worst 3-yr total return4.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSVIXCategory
YTD7.22%20.19%
1-month4.28%0.02%
3-month7.22%4.36%
1-year12.48%60.18%
3-year3.25%11.32%
5-year8.86%13.88%
10-year9.03%11.19%
Last bull market39.07%27.98%
Last bear market-14.12%-24.08%

Annual total return (%) history

Year
CSVIXCategory
2024
N/AN/A
2023
11.73%N/A
2022
-15.91%N/A
2021
19.95%N/A
2020
14.95%10.99%
2019
26.30%23.75%
2018
-6.54%-12.72%
2017
13.69%12.28%
2016
20.54%20.78%
2015
-0.64%-5.38%
2014
7.64%3.79%
2013
41.91%37.39%
2012
16.16%15.46%
2011
-4.25%-4.07%
2010
23.84%25.61%
2009
21.63%31.80%
2008
-33.22%-36.56%
2007
-1.55%-1.10%
2006
20.96%15.03%
2005
N/A6.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.22%N/AN/AN/A
20236.50%2.04%-7.83%11.55%
2022-5.45%-14.12%-5.62%9.72%
20219.79%3.16%-1.48%7.50%
2020-23.83%16.76%3.96%24.32%
201914.75%6.76%-0.58%3.70%
20180.59%6.44%5.35%-17.14%
20172.70%1.76%3.19%5.43%
20161.31%2.35%4.23%11.54%
20154.72%1.67%-6.75%0.08%
20141.26%3.18%-5.92%9.51%
201314.36%7.03%8.26%7.10%
201211.79%-5.40%9.08%0.70%
20118.34%0.10%-21.12%11.93%
201011.16%-10.46%8.39%14.78%
2009-11.54%16.91%14.47%2.75%
2008-8.96%-0.66%-4.20%-22.93%
20071.97%4.12%-3.30%-4.10%
200611.19%-5.32%6.17%8.23%
20053.51%-4.08%N/AN/A

Rank in category (by total return)

YTD27
1-month29
3-month27
1-year90
3-year51
5-year64

Load adjusted returns

1-year12.48%
3-year3.25%
5-year8.86%
10-year9.03%