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CLVCX: CALVERT GLOBAL VALUE FUND CLASS C (MUTUAL FUND)
Basic Info
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/28/2008 |
Last Dividend Date: | 06/22/2016 |
12-Mo. Yield | 0.00% |
Expenses | 2.35% |
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Performance Analytics (As of 09/08/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/28/2008 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -2.9 | 27.4 | -4.6 | -17.2 | 0.5 | 30.2 | 14.8 | -3.6 | 9.7 | 23.4 | 250.2 |
Sharpe Ratio | NA | -2.82 | -1.85 | -1.04 | 0.08 | -3.07 | -1.99 | -1.43 | 1.04 | -0.3 | -0.94 | -0.5 | 0.16 | NA |
Draw Down(%) | NA | 24.7 | 31.1 | 31.1 | 31.4 | 10.2 | 21.2 | 11.2 | 5.3 | 11.0 | 21.3 | 16.7 | 31.4 | 6.2 |
Standard Deviation(%) | NA | 19.1 | 14.8 | 15.5 | 47.6 | 15.0 | 17.9 | 12.6 | 11.2 | 13.0 | 23.7 | 17.6 | 29.4 | 411.5 |
Treynor Ratio | NA | -0.58 | -0.29 | -0.17 | 0.04 | -0.51 | -0.37 | -0.19 | 0.12 | -0.04 | -0.22 | -0.09 | 0.05 | NA |
Alpha | NA | -0.12 | -0.06 | -0.04 | 0.1 | -0.09 | -0.07 | -0.05 | -0.01 | 0.0 | -0.02 | -0.02 | 0.01 | 10.84 |
Beta | NA | 0.93 | 0.95 | 0.97 | 0.98 | 0.9 | 0.98 | 0.97 | 0.99 | 1.01 | 0.99 | 0.95 | 0.92 | 1.13 |
RSquared | NA | 0.69 | 0.74 | 0.85 | 0.05 | 0.79 | 0.72 | 0.7 | 0.97 | 0.97 | 0.99 | 0.98 | 0.98 | 0.01 |
Yield(%) | N/A | 9.5 | 5.9 | 5.4 | N/A | 1.4 | 8.2 | 6.6 | 0.0 | 0.2 | 0.3 | 0.1 | 0.2 | 0.0 |
Dividend Growth(%) | N/A | 42.8 | 3662.1 | N/A | N/A | -85.7 | 24.9 | 44800.0 | -90.9 | -26.7 | 150.0 | -25.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/28/2008
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