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CNVCX: Calvert New Vision Small Cap C (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 | 0.00% |
| Expenses | - |
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Performance Analytics (As of 12/30/2010)
Not up-to-date? Try| Last 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 | 10.1 | -5.9 | -3.8 | -0.9 | 0.8 | 11.1 | 15.9 | -34.6 | -1.3 | -0.9 | -9.5 | 8.2 | 35.7 | -21.7 | 6.7 | 9.4 | 22.1 | -9.6 |
| Sharpe Ratio | NA | 0.41 | -0.19 | -0.18 | -0.1 | -0.05 | 0.45 | 0.55 | -0.83 | -0.22 | -0.22 | -0.75 | 0.54 | 2.04 | -0.93 | 0.2 | 0.22 | 1.3 | -0.76 |
| Draw Down(%) | NA | 18.8 | 51.0 | 57.1 | 57.1 | 57.1 | 18.8 | 27.0 | 48.2 | 13.9 | 20.0 | 16.0 | 15.4 | 17.1 | 37.2 | 22.5 | 17.1 | 17.5 | 35.7 |
| Standard Deviation(%) | NA | 24.7 | 33.2 | 28.7 | 24.5 | 23.1 | 24.6 | 28.7 | 42.5 | 19.4 | 18.9 | 15.5 | 13.4 | 17.1 | 24.3 | 22.0 | 24.6 | 14.6 | 17.3 |
| Treynor Ratio | NA | 0.1 | -0.07 | -0.05 | -0.03 | -0.01 | 0.11 | 0.19 | -0.37 | -0.04 | -0.04 | -0.12 | 0.11 | 0.43 | -0.25 | 0.06 | 0.09 | 0.28 | -0.21 |
| Alpha | NA | -0.09 | -0.08 | -0.09 | -0.07 | -0.03 | -0.07 | -0.06 | 0.03 | -0.04 | -0.05 | -0.07 | -0.01 | 0.0 | -0.04 | 0.03 | 0.03 | 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 | 0.92 | 0.76 | 0.59 | 0.66 | 0.63 |
| RSquared | NA | 0.92 | 0.95 | 0.94 | 0.89 | 0.84 | 0.91 | 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 | 10.2 | 3.4 | 0.0 | 0.8 | 2.4 | 8.8 | 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 | 213.6 | N/A | -100.0 | -65.4 | -73.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/1998
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