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CIEYX: CALVERT EQUITY PORTFOLIO CLASS Y (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/05/2008 |
Last Dividend Date: | 12/27/2016 |
12-Mo. Yield | 0.00% |
Expenses | 0.86% |
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Performance Analytics (As of 12/29/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/05/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -40.7 | -26.1 | -7.8 | 3.3 | 6.4 | -25.7 | 2.6 | 4.0 | 11.4 | 31.0 | 16.0 | -1.9 | 17.6 | 33.9 | -14.7 |
Sharpe Ratio | NA | -0.51 | -0.25 | 0.12 | 0.25 | -0.5 | 0.2 | 0.27 | 0.98 | 2.77 | 1.14 | -0.08 | 0.98 | 1.26 | -1.12 |
Draw Down(%) | NA | 40.8 | 40.8 | 40.8 | 40.8 | 40.8 | 9.2 | 11.4 | 6.4 | 5.1 | 11.5 | 20.5 | 15.7 | 24.7 | 20.6 |
Standard Deviation(%) | NA | 52.8 | 32.4 | 26.1 | 25.1 | 52.9 | 12.3 | 14.8 | 11.5 | 11.2 | 14.1 | 24.8 | 17.8 | 26.7 | 58.3 |
Treynor Ratio | NA | -0.27 | -0.09 | 0.04 | 0.07 | -0.27 | 0.03 | 0.04 | 0.14 | 0.35 | 0.17 | -0.02 | 0.19 | 0.32 | -0.61 |
Alpha | NA | -0.18 | -0.06 | -0.03 | -0.02 | -0.18 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | -0.01 | -0.25 |
Beta | NA | 0.98 | 0.87 | 0.86 | 0.95 | 0.98 | 0.8 | 0.9 | 0.82 | 0.89 | 0.94 | 0.93 | 0.91 | 1.06 | 1.06 |
RSquared | NA | 0.04 | 0.2 | 0.28 | 0.61 | 0.04 | 0.93 | 0.95 | 0.94 | 0.93 | 0.94 | 0.97 | 0.96 | 0.95 | 0.86 |
Yield(%) | N/A | 0.0 | 9.9 | 11.2 | N/A | 0.0 | 10.7 | 21.2 | 10.2 | 5.4 | 0.3 | 4.6 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 110.6 | N/A | N/A | -100.0 | -58.5 | 110.5 | 130.2 | 2288.9 | -94.7 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/2008
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See LARGE GROWTH Asset Class Trend Rankings |
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