Find A Portfolio/Ticker
Comparison Box
CIOAX: CALVERT INTERNATIONAL OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info 16.73 0.08(0.48%) April 25
Asset Class: | Foreign Small/Mid Blend |
MyPlanIQ Rating: | (35%) |
Start Date: | 06/04/2007 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 0.30% |
Expenses | 1.07% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/04/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | -4.3 | 2.1 | -6.2 | 2.6 | 3.7 | 7.6 | 3.2 | 12.7 | -26.9 | 13.7 | 13.7 | 25.8 | -14.8 | 37.9 | 0.7 | 1.8 | -4.7 | 27.6 | 25.0 | -17.9 | 12.6 | 34.9 | -43.8 | 3.1 |
Sharpe Ratio | NA | -1.76 | -0.29 | -0.48 | 0.03 | 0.15 | NA | 0.12 | 0.6 | -1.11 | 1.04 | 0.46 | 2.25 | -1.18 | 5.31 | 0.03 | 0.13 | -0.44 | 2.4 | 1.53 | -0.71 | 0.65 | 1.4 | -1.22 | 0.15 |
Draw Down(%) | NA | 6.1 | 17.2 | 40.5 | 40.5 | 40.5 | NA | 57.5 | 17.2 | 38.3 | 8.3 | 36.4 | 8.1 | 24.2 | 2.6 | 12.6 | 14.6 | 13.4 | 7.6 | 14.5 | 26.0 | 16.4 | 22.4 | 53.7 | 12.5 |
Standard Deviation(%) | NA | 12.6 | 13.7 | 18.4 | 20.1 | 16.9 | NA | 19.6 | 14.2 | 25.5 | 13.2 | 29.4 | 10.9 | 13.7 | 7.1 | 16.9 | 14.0 | 10.6 | 11.5 | 16.4 | 25.2 | 19.1 | 24.9 | 36.5 | 19.0 |
Treynor Ratio | NA | -0.22 | -0.04 | -0.09 | 0.01 | 0.03 | NA | 0.02 | 0.09 | -0.26 | 0.16 | 0.15 | 0.27 | -0.17 | 0.49 | 0.01 | 0.02 | -0.06 | 0.35 | 0.27 | -0.19 | 0.15 | 0.38 | -0.41 | 0.03 |
Alpha | NA | -0.11 | -0.04 | -0.04 | -0.01 | 0.0 | NA | 0.0 | -0.01 | -0.08 | 0.0 | 0.05 | 0.02 | 0.04 | 0.05 | -0.02 | -0.01 | 0.0 | 0.01 | 0.02 | -0.01 | -0.01 | 0.0 | 0.01 | 0.1 |
Beta | NA | 1.03 | 0.99 | 1.02 | 0.95 | 0.92 | NA | 0.94 | 0.95 | 1.1 | 0.83 | 0.91 | 0.9 | 0.96 | 0.76 | 0.84 | 0.91 | 0.73 | 0.79 | 0.92 | 0.93 | 0.86 | 0.9 | 1.08 | 0.94 |
RSquared | NA | 0.84 | 0.83 | 0.82 | 0.86 | 0.85 | NA | 0.85 | 0.82 | 0.85 | 0.77 | 0.93 | 0.86 | 0.9 | 0.74 | 0.81 | 0.82 | 0.74 | 0.73 | 0.85 | 0.93 | 0.84 | 0.83 | 0.87 | 0.75 |
Yield(%) | N/A | 0.0 | 1.6 | 2.8 | 2.7 | 3.9 | 5.7 | N/A | 1.6 | 0.2 | 7.7 | 0.6 | 1.4 | 7.2 | 8.4 | 1.1 | 3.9 | 7.0 | 1.1 | 1.5 | 0.9 | 0.3 | 0.0 | 0.3 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 420.0 | 12.7 | -50.9 | N/A | N/A | N/A | 420.0 | -96.8 | 1318.2 | -45.0 | -85.2 | 11.6 | 706.7 | -74.1 | -49.6 | 666.7 | -6.2 | 33.3 | 300.0 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Small/Mid Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Small/Mid Blend
Best Mutual Funds
- DFISX (INTERNATIONAL SMALL COMPANY PORTFOLIO INTERNATIONAL SMALL COMPANY PORTFOLIO - INSTITUTIONAL CLASS) (100%)
- IEGIX (INVESCO INTERNATIONAL SMALL COMPANY FUND CLASS R5) (92%)
- VINEX (VANGUARD INTERNATIONAL EXPLORER FUND INVESTOR SHARES) (89%)
- SAISX (SA International Small Company) (86%)
- OAKEX (OAKMARK INTERNATIONAL SMALL CAP FUND INVESTOR CLASS) (84%)
- LINYX (LORD ABBETT INTERNATIONAL OPPORTUNITIES FUND CLASS I) (81%)
- COIIX (CALVERT INTERNATIONAL OPPORTUNITIES FUND CLASS I) (78%)
- JSCIX (INTERNATIONAL SMALL COMPANY FUND CLASS I) (73%)
- MISIX (VICTORY TRIVALENT INTERNATIONAL SMALL-CAP FUND (FORMERLY VICTORY MUNDER INTERNATIONAL SMALL-CAP FUND) CLASS I) (68%)
- SFILX (SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX FUND INSTITUTIONAL SHARES) (59%)
Best ETFs
- GWX (SPDR® S&P International Small Cap ETF) 0.45% (97%)
- SCZ (iShares MSCI EAFE Small-Cap ETF) 0.65% (95%)
- SCHC (Schwab International Small-Cap Equity ETF) 0.40% (43%)
- VSS (Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares) 0.05% (41%)
- FNDC (Schwab Fundamental International Small Company Index ETF) 0.58% (3%)