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Calvert Global Energy Solutions C (CGACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.49-0.14 (-1.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.22%
5-year average return10.20%
Number of years up8
Number of years down8
Best 1-yr total return (12 June 2024)59.78%
Worst 1-yr total return (12 June 2024)N/A
Best 3-yr total return59.78%
Worst 3-yr total return-17.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGACXCategory
YTD1.41%12.99%
1-month8.68%1.30%
3-month9.23%6.38%
1-year1.39%53.27%
3-year-3.62%14.94%
5-year11.95%15.72%
10-year4.29%9.30%
Last bull market15.73%18.45%
Last bear market-15.01%-25.47%

Annual total return (%) history

Year
CGACXCategory
2024
N/AN/A
2023
4.60%N/A
2022
-18.20%N/A
2021
5.61%N/A
2020
59.78%24.89%
2019
32.32%26.49%
2018
-20.28%-14.25%
2017
28.32%25.44%
2016
-8.40%9.32%
2015
-4.11%-1.23%
2014
-11.61%-0.42%
2013
32.41%30.99%
2012
6.72%18.46%
2011
-34.33%-11.76%
2010
-20.93%20.56%
2009
21.93%47.20%
2008
-58.59%-44.69%
2007
N/A9.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-3.30%N/AN/AN/A
20238.27%1.27%-12.39%8.89%
2022-6.68%-15.01%-7.11%11.04%
20210.85%3.46%-2.77%4.11%
2020-23.74%27.58%24.41%32.02%
201913.60%4.41%0.00%11.57%
2018-3.11%-4.67%-0.46%-13.29%
20176.86%7.09%6.62%5.16%
2016-2.81%-5.77%4.86%-4.62%
20156.01%-2.24%-17.25%11.81%
20142.24%2.33%-9.76%-6.37%
20138.89%6.12%6.73%7.36%
201211.46%-12.94%1.83%8.00%
201112.08%-12.16%-31.07%-3.23%
2010-10.57%-18.75%11.75%-2.63%
2009-10.41%28.08%10.80%-4.09%
2008-16.16%4.83%-28.60%-34.01%
200719.06%N/AN/AN/A

Rank in category (by total return)

YTD55
1-month8
3-month9
1-year82
3-year45
5-year8

Load adjusted returns

1-year0.39%
3-year-3.62%
5-year11.95%
10-year4.29%