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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
8.11%
5-year average return
0.00%
Number of years up
1
Number of years down
N/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 return
8.62%
Worst 3-yr total return
N/A
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
CRFAX
Category
YTD
5.47%
4.44%
1-month
-1.76%
-4.04%
3-month
8.65%
4.09%
1-year
12.40%
14.37%
3-year
0.00%
6.04%
5-year
0.00%
9.20%
10-year
0.00%
8.57%
Last bull market
23.79%
22.97%
Last bear market
-5.80%
-11.27%
Annual total return (%) history
Year
CRFAX
Category
2024
N/A
N/A
2023
8.62%
11.63%
2022
N/A
-5.90%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.36%
N/A
N/A
N/A
2023
-0.10%
4.68%
-5.25%
9.63%
2022
-3.93%
8.85%
N/A
N/A
Rank in category (by total return)
YTD
28
1-month
2
3-month
2
1-year
66
3-year
N/A
5-year
N/A
Load adjusted returns
1-year
6.50%
3-year
N/A
5-year
N/A
10-year
N/A
Data disclaimer
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