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CGACX: CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS C (MUTUAL FUND)
Basic Info 10.27 0.01(0.10%) March 28
Asset Class: | Equity Energy |
MyPlanIQ Rating: | (18%) |
Start Date: | 08/08/2007 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.24% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/08/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | -3.3 | -2.6 | -4.3 | 10.3 | 3.8 | 2.4 | -2.5 | 4.7 | -18.2 | 5.6 | 59.8 | 32.3 | -20.3 | 28.3 | -8.4 | -4.1 | -11.6 | 32.4 | 6.7 | -34.3 | -20.9 | 21.9 | -58.6 | 20.0 |
Sharpe Ratio | NA | -1.3 | -0.39 | -0.35 | 0.37 | 0.13 | NA | -0.13 | 0.02 | -0.75 | 0.32 | 1.69 | 2.41 | -1.45 | 3.47 | -0.43 | -0.21 | -0.87 | 2.5 | 0.36 | -1.08 | -0.82 | 0.7 | -1.04 | 2.0 |
Draw Down(%) | NA | 9.7 | 23.6 | 32.9 | 37.5 | 37.5 | NA | 77.4 | 23.6 | 29.4 | 12.3 | 37.5 | 8.1 | 27.2 | 3.6 | 17.2 | 25.6 | 19.8 | 6.7 | 25.6 | 44.5 | 32.0 | 29.7 | 70.6 | 14.5 |
Standard Deviation(%) | NA | 16.4 | 17.1 | 20.2 | 23.3 | 19.9 | NA | 25.5 | 17.7 | 26.1 | 17.5 | 35.2 | 12.8 | 14.9 | 8.0 | 20.0 | 19.4 | 13.3 | 13.0 | 18.7 | 31.7 | 25.6 | 31.4 | 56.9 | 28.0 |
Treynor Ratio | NA | -0.29 | -0.11 | -0.11 | 0.14 | 0.04 | NA | -0.05 | 0.01 | -0.3 | 0.1 | 0.92 | 0.59 | -0.4 | 1.04 | -0.15 | -0.07 | -0.23 | 0.44 | 0.09 | -0.38 | -0.24 | 0.31 | -0.72 | 0.62 |
Alpha | NA | -0.13 | -0.06 | -0.06 | 0.03 | 0.01 | NA | -0.01 | -0.01 | -0.13 | -0.03 | 0.27 | 0.08 | -0.05 | 0.09 | -0.1 | 0.04 | -0.02 | 0.06 | 0.02 | -0.16 | -0.14 | -0.01 | -0.16 | 0.05 |
Beta | NA | 0.73 | 0.62 | 0.62 | 0.62 | 0.59 | NA | 0.71 | 0.59 | 0.66 | 0.56 | 0.64 | 0.52 | 0.54 | 0.27 | 0.57 | 0.55 | 0.5 | 0.73 | 0.74 | 0.91 | 0.89 | 0.71 | 0.82 | 0.9 |
RSquared | NA | 0.28 | 0.28 | 0.33 | 0.53 | 0.51 | NA | 0.63 | 0.3 | 0.37 | 0.27 | 0.79 | 0.49 | 0.57 | 0.19 | 0.52 | 0.52 | 0.46 | 0.58 | 0.57 | 0.8 | 0.71 | 0.73 | 0.75 | 0.64 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/08/2007
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