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Calvert Mid-Cap A (CCAFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.71+0.21 (+0.55%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.79%
5-year average return6.34%
Number of years up22
Number of years down7
Best 1-yr total return (3 Oct 2024)30.57%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return30.57%
Worst 3-yr total return0.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCCAFXCategory
YTD11.85%17.04%
1-month0.90%-0.01%
3-month8.56%5.47%
1-year23.71%50.44%
3-year2.00%13.15%
5-year6.34%13.75%
10-year6.83%11.35%
Last bull market23.64%25.95%
Last bear market-16.35%-22.55%

Annual total return (%) history

Year
CCAFXCategory
2024
N/AN/A
2023
11.42%N/A
2022
-19.65%N/A
2021
14.68%N/A
2020
11.66%12.39%
2019
30.57%26.21%
2018
-4.36%-11.15%
2017
11.70%15.93%
2016
6.39%14.14%
2015
-3.70%-4.75%
2014
7.39%7.80%
2013
28.86%34.10%
2012
15.83%16.15%
2011
2.20%-3.81%
2010
30.02%22.52%
2009
30.35%37.39%
2008
-36.90%-39.18%
2007
9.56%4.85%
2006
6.14%14.03%
2005
-0.38%9.25%
2004
8.50%16.30%
2003
30.55%36.28%
2002
-28.74%-16.55%
2001
-12.90%-3.12%
2000
10.15%6.36%
1999
6.15%20.92%
1998
29.35%10.36%
1997
22.02%25.92%
1996
9.37%19.23%
1995
36.21%30.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.87%-3.59%8.56%N/A
20235.33%2.45%-6.65%10.60%
2022-6.79%-16.35%-5.68%9.27%
20214.87%5.09%-1.81%5.98%
2020-23.56%17.62%8.26%14.72%
201914.70%5.35%1.91%6.03%
20180.25%4.84%5.16%-13.47%
20172.89%2.22%2.05%4.08%
20162.62%-3.25%1.68%5.39%
20158.50%-0.03%-8.47%-3.01%
20140.93%3.43%-2.63%5.65%
20139.43%1.23%9.58%6.15%
201213.48%-3.82%3.28%2.76%
201110.57%2.79%-21.52%14.58%
20108.97%-6.92%9.59%16.97%
2009-7.91%14.27%14.36%8.31%
2008-7.23%8.86%-16.45%-25.22%
20074.28%5.13%1.55%-1.59%
20069.46%-5.34%-2.56%5.12%
2005-2.43%2.62%-2.05%1.58%
20042.54%2.26%-6.41%10.56%
2003-1.90%14.69%4.48%11.05%
2002-3.09%-17.18%-16.85%6.78%
2001-14.94%11.42%-24.88%22.34%
20006.23%4.33%11.58%-10.92%
1999-2.84%10.96%-14.82%15.59%
199815.45%4.19%-14.00%25.03%
1997-4.49%15.03%11.11%-0.04%
19960.44%10.16%0.00%-1.15%
19957.87%14.77%12.97%-2.60%

Rank in category (by total return)

YTD76
1-month89
3-month44
1-year80
3-year92
5-year98

Load adjusted returns

1-year17.22%
3-year0.18%
5-year5.19%
10-year6.26%