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COICX: CALVERT INTERNATIONAL OPPORTUNITIES FUND CLASS C (MUTUAL FUND)
Basic Info 15.9 0.12(0.75%) April 19
Asset Class: | Foreign Small/Mid Blend |
MyPlanIQ Rating: | (32%) |
Start Date: | 08/08/2007 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.07% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/08/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.2 | -6.1 | -0.9 | -7.3 | 1.3 | 2.9 | 6.8 | 2.3 | 11.8 | -27.4 | 12.8 | 12.8 | 24.8 | -15.4 | 36.9 | -0.3 | 0.9 | -5.4 | 26.5 | 23.8 | -18.5 | 11.9 | 33.7 | -44.2 | 3.3 |
Sharpe Ratio | NA | -1.35 | -0.06 | -0.44 | 0.02 | 0.12 | NA | 0.09 | 0.54 | -1.14 | 0.97 | 0.43 | 2.17 | -1.22 | 5.16 | -0.03 | 0.06 | -0.51 | 2.32 | 1.47 | -0.74 | 0.62 | 1.35 | -1.24 | 0.3 |
Draw Down(%) | NA | 5.4 | 17.4 | 41.0 | 41.0 | 41.0 | NA | 57.9 | 17.4 | 38.6 | 8.5 | 36.5 | 8.1 | 24.7 | 2.7 | 12.6 | 14.9 | 13.6 | 7.7 | 14.6 | 26.3 | 16.3 | 22.6 | 54.0 | 9.5 |
Standard Deviation(%) | NA | 12.7 | 13.7 | 18.4 | 20.1 | 16.9 | NA | 19.6 | 14.2 | 25.5 | 13.2 | 29.5 | 10.8 | 13.7 | 7.1 | 17.0 | 14.1 | 10.6 | 11.4 | 16.4 | 25.1 | 19.1 | 24.9 | 36.4 | 20.3 |
Treynor Ratio | NA | -0.16 | -0.01 | -0.08 | 0.0 | 0.02 | NA | 0.02 | 0.08 | -0.27 | 0.15 | 0.14 | 0.26 | -0.17 | 0.48 | -0.01 | 0.01 | -0.07 | 0.34 | 0.26 | -0.2 | 0.14 | 0.37 | -0.42 | 0.06 |
Alpha | NA | -0.11 | -0.04 | -0.04 | -0.02 | 0.0 | NA | 0.0 | -0.02 | -0.08 | 0.0 | 0.04 | 0.02 | 0.04 | 0.05 | -0.03 | -0.01 | -0.01 | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.11 |
Beta | NA | 1.05 | 0.99 | 1.02 | 0.95 | 0.92 | NA | 0.94 | 0.95 | 1.09 | 0.84 | 0.91 | 0.9 | 0.96 | 0.76 | 0.84 | 0.91 | 0.73 | 0.78 | 0.91 | 0.93 | 0.85 | 0.91 | 1.08 | 0.93 |
RSquared | NA | 0.86 | 0.83 | 0.82 | 0.86 | 0.85 | NA | 0.85 | 0.82 | 0.84 | 0.79 | 0.93 | 0.86 | 0.9 | 0.75 | 0.81 | 0.82 | 0.73 | 0.73 | 0.85 | 0.93 | 0.84 | 0.83 | 0.87 | 0.74 |
Yield(%) | N/A | 0.0 | 0.8 | 2.4 | 2.0 | 3.3 | 4.6 | N/A | 0.8 | 0.0 | 7.1 | 0.0 | 0.5 | 6.7 | 8.0 | 0.1 | 3.2 | 6.2 | 0.1 | 0.2 | 0.1 | 0.3 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | 18.6 | -58.3 | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -94.3 | 8.0 | 11200.0 | -97.9 | -53.5 | 10000.0 | -50.0 | 100.0 | -66.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/08/2007
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