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CNVAX: Calvert New Vision Small Cap A (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/08/1998 |
Last Dividend Date: | 12/08/2005 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 12/30/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/08/1998 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 11.1 | -4.9 | -2.9 | 0.0 | 1.7 | 12.1 | 17.1 | -33.9 | -0.4 | 0.0 | -8.8 | 9.0 | 36.9 | -20.8 | 7.6 | 10.2 | 23.0 | -8.8 |
Sharpe Ratio | NA | 0.44 | -0.16 | -0.15 | -0.06 | -0.01 | 0.49 | 0.59 | -0.82 | -0.18 | -0.18 | -0.71 | 0.6 | 2.11 | -0.9 | 0.25 | 0.25 | 1.36 | -0.71 |
Draw Down(%) | NA | 18.7 | 50.3 | 55.9 | 55.9 | 55.9 | 18.7 | 26.9 | 47.7 | 13.6 | 19.8 | 15.5 | 15.2 | 17.0 | 37.0 | 22.2 | 16.7 | 17.5 | 35.4 |
Standard Deviation(%) | NA | 24.7 | 33.2 | 28.7 | 24.5 | 23.1 | 24.6 | 28.6 | 42.5 | 19.4 | 18.8 | 15.5 | 13.4 | 17.1 | 24.3 | 22.0 | 24.6 | 14.6 | 17.3 |
Treynor Ratio | NA | 0.11 | -0.06 | -0.05 | -0.02 | 0.0 | 0.12 | 0.2 | -0.36 | -0.03 | -0.03 | -0.11 | 0.12 | 0.45 | -0.24 | 0.07 | 0.1 | 0.3 | -0.19 |
Alpha | NA | -0.09 | -0.08 | -0.08 | -0.07 | -0.03 | -0.06 | -0.06 | 0.03 | -0.04 | -0.05 | -0.07 | -0.01 | 0.01 | -0.03 | 0.03 | 0.04 | 0.03 | -0.04 |
Beta | NA | 0.99 | 0.94 | 0.96 | 0.91 | 0.83 | 0.99 | 0.85 | 0.96 | 1.01 | 1.06 | 0.97 | 0.65 | 0.81 | 0.91 | 0.76 | 0.59 | 0.66 | 0.63 |
RSquared | NA | 0.92 | 0.95 | 0.94 | 0.89 | 0.84 | 0.92 | 0.95 | 0.96 | 0.9 | 0.92 | 0.86 | 0.81 | 0.84 | 0.88 | 0.77 | 0.72 | 0.5 | 0.66 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 1.9 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 9.6 | 3.1 | 0.0 | 1.0 | 2.3 | 8.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 216.7 | N/A | -100.0 | -51.4 | -73.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/1998
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