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CGAYX: CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS Y (MUTUAL FUND)
Basic Info
Asset Class: | Equity Energy |
MyPlanIQ Rating: | (50%) |
Start Date: | 08/01/2011 |
Last Dividend Date: | 12/27/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.60% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/01/2011 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 1.9 | 2.6 | 0.3 | 24.9 | -7.5 | -3.0 | -10.5 | 34.0 | 8.3 | -29.8 |
Sharpe Ratio | NA | 3.12 | 0.2 | 0.4 | 0.01 | 3.13 | -0.39 | -0.16 | -0.79 | 2.61 | 0.44 | -1.31 |
Draw Down(%) | NA | 3.3 | 28.4 | 32.4 | 37.9 | 3.3 | 17.1 | 25.2 | 19.4 | 6.5 | 25.2 | 33.1 |
Standard Deviation(%) | NA | 7.8 | 16.7 | 15.5 | 19.1 | 7.8 | 19.9 | 19.3 | 13.3 | 13.0 | 18.6 | 43.5 |
Treynor Ratio | NA | 0.93 | 0.06 | 0.11 | 0.0 | 0.94 | -0.14 | -0.06 | -0.21 | 0.47 | 0.11 | -0.58 |
Alpha | NA | 0.08 | 0.0 | 0.01 | 0.0 | 0.08 | -0.1 | 0.04 | -0.01 | 0.07 | 0.03 | -0.22 |
Beta | NA | 0.26 | 0.52 | 0.54 | 0.67 | 0.26 | 0.57 | 0.55 | 0.5 | 0.73 | 0.74 | 0.98 |
RSquared | NA | 0.19 | 0.48 | 0.49 | 0.59 | 0.19 | 0.53 | 0.52 | 0.46 | 0.57 | 0.57 | 0.91 |
Yield(%) | N/A | 0.0 | 0.5 | 0.4 | N/A | 0.0 | 1.2 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | -100.0 | 166.7 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2011
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