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CNVBX: Calvert New Vision Small Cap B (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/15/2001 |
Last Dividend Date: | 12/08/2005 |
12-Mo. Yield | 0.00% |
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 | Since 02/15/2001 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 9.7 | -6.2 | -4.0 | -2.0 | 10.7 | 15.4 | -34.8 | -1.3 | -1.0 | -9.6 | 8.0 | 35.6 | -21.8 | -2.9 |
Sharpe Ratio | NA | 0.39 | -0.2 | -0.19 | -0.14 | 0.43 | 0.54 | -0.84 | -0.23 | -0.23 | -0.76 | 0.53 | 2.04 | -0.94 | -0.25 |
Draw Down(%) | NA | 18.9 | 51.1 | 57.3 | 57.3 | 18.9 | 27.0 | 48.3 | 13.9 | 20.0 | 16.0 | 15.4 | 17.1 | 37.2 | 22.5 |
Standard Deviation(%) | NA | 24.8 | 33.3 | 28.7 | 24.1 | 24.7 | 28.6 | 42.5 | 19.4 | 18.9 | 15.5 | 13.4 | 17.1 | 24.4 | 21.8 |
Treynor Ratio | NA | 0.1 | -0.07 | -0.06 | -0.04 | 0.11 | 0.18 | -0.37 | -0.04 | -0.04 | -0.12 | 0.11 | 0.43 | -0.25 | -0.07 |
Alpha | NA | -0.09 | -0.09 | -0.09 | -0.05 | -0.07 | -0.06 | 0.03 | -0.04 | -0.05 | -0.07 | -0.01 | 0.0 | -0.04 | -0.01 |
Beta | NA | 0.99 | 0.94 | 0.96 | 0.91 | 0.99 | 0.85 | 0.96 | 1.01 | 1.06 | 0.97 | 0.66 | 0.81 | 0.92 | 0.79 |
RSquared | NA | 0.92 | 0.95 | 0.94 | 0.9 | 0.92 | 0.95 | 0.96 | 0.9 | 0.92 | 0.86 | 0.81 | 0.84 | 0.88 | 0.78 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 10.3 | 3.4 | 0.0 | 0.8 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 216.7 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/15/2001
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