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Calvert Focused Value A (CRFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.39-0.07 (-0.61%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.11%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (2 June 2024)8.62%
Worst 1-yr total return (2 June 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%4.44%
1-month-1.76%-4.04%
3-month8.65%4.09%
1-year12.40%14.37%
3-year0.00%6.04%
5-year0.00%9.20%
10-year0.00%8.57%
Last bull market23.79%22.97%
Last bear market-5.80%-11.27%

Annual total return (%) history

Year
CRFAXCategory
2024
N/AN/A
2023
8.62%11.63%
2022
N/A-5.90%

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