Australia markets closed

Calvert Focused Value A (CRFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
11.57+0.03 (+0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.15%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (9 May 2024)8.62%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return8.62%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCRFAXCategory
YTD5.47%17.52%
1-month-1.76%-0.87%
3-month8.65%5.51%
1-year12.40%42.88%
3-year0.00%11.93%
5-year0.00%12.07%
10-year0.00%10.95%
Last bull market23.79%23.18%
Last bear market-5.80%-17.87%

Annual total return (%) history

Year
CRFAXCategory
2024
N/AN/A
2023
8.62%N/A
2022
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.36%N/AN/AN/A
2023-0.10%4.68%-5.25%9.63%
2022-3.93%8.85%N/AN/A

Rank in category (by total return)

YTD28
1-month2
3-month2
1-year66
3-yearN/A
5-yearN/A

Load adjusted returns

1-year6.50%
3-yearN/A
5-yearN/A
10-yearN/A