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CEIAX: Calvert Equity Income A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/03/2011 |
Last Dividend Date: | 06/22/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.23% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 11/03/2011 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 9.3 | 0.9 | -6.3 | 9.4 | 27.8 | 15.8 | -0.1 |
Sharpe Ratio | NA | -0.26 | 0.39 | 0.76 | 0.1 | -0.45 | 0.97 | 2.72 | 1.38 | -0.02 |
Draw Down(%) | NA | 12.9 | 17.1 | 17.1 | 8.6 | 13.3 | 7.8 | 5.2 | 9.1 | 8.3 |
Standard Deviation(%) | NA | 15.2 | 12.0 | 12.2 | 13.2 | 13.9 | 9.6 | 10.2 | 11.6 | 22.2 |
Treynor Ratio | NA | -0.05 | 0.05 | 0.11 | 0.02 | -0.07 | 0.11 | 0.31 | 0.18 | -0.01 |
Alpha | NA | -0.05 | -0.02 | -0.01 | -0.04 | -0.02 | -0.01 | 0.0 | 0.01 | -0.03 |
Beta | NA | 0.84 | 0.86 | 0.87 | 0.8 | 0.89 | 0.86 | 0.9 | 0.9 | 0.86 |
RSquared | NA | 0.89 | 0.92 | 0.94 | 0.8 | 0.96 | 0.94 | 0.97 | 0.97 | 0.99 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2011
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