Find A Portfolio/Ticker
Comparison Box
COIIX: Calvert International Opportunities I (MUTUAL FUND)
Basic Info 16.11 0.05(0.31%) March 31
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 06/06/2007 |
| Last Dividend Date: | 12/22/2022 |
| 12-Mo. Yield | 0.70% |
| Expenses | 1.20% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.5 | 4.9 | -10.3 | 10.6 | 1.4 | 6.1 | 4.3 | 3.8 | -26.2 | 5.5 | 14.0 | 26.1 | -14.6 | 38.5 | 1.0 | 2.3 | -4.2 | 28.2 | 25.5 | -17.6 | 13.5 | 35.4 | -43.6 | 5.6 |
| SR | NA | 0.02 | -0.62 | 0.54 | -0.01 | 0.3 | NA | 0.15 | -1.09 | 0.37 | 0.47 | 2.28 | -1.16 | 5.42 | 0.04 | 0.16 | -0.4 | 2.45 | 1.56 | -0.7 | 0.7 | 1.42 | -1.22 | 0.38 |
| DD(%) | NA | 9.2 | 28.9 | 40.4 | 40.4 | 40.4 | NA | 57.3 | 38.2 | 13.8 | 36.4 | 8.0 | 24.0 | 2.6 | 12.6 | 14.4 | 13.3 | 7.6 | 14.4 | 25.8 | 16.2 | 22.4 | 53.5 | 12.4 |
| SD(%) | NA | 15.1 | 23.7 | 20.2 | 20.0 | 16.8 | NA | 19.9 | 25.5 | 14.7 | 29.4 | 10.8 | 13.7 | 7.0 | 17.0 | 14.1 | 10.6 | 11.5 | 16.5 | 25.1 | 19.1 | 24.9 | 36.4 | 18.9 |
| TR | NA | 0.0 | -0.14 | 0.12 | 0.0 | 0.06 | NA | 0.03 | -0.25 | 0.07 | 0.15 | 0.27 | -0.17 | 0.5 | 0.01 | 0.02 | -0.06 | 0.36 | 0.28 | -0.19 | 0.16 | 0.39 | -0.41 | 0.08 |
| Alpha(%) | NA | -0.02 | -0.03 | -0.02 | 0.0 | 0.0 | NA | 0.0 | -0.08 | -0.01 | 0.05 | 0.02 | 0.04 | 0.05 | -0.02 | 0.0 | 0.0 | 0.01 | 0.02 | -0.01 | -0.01 | 0.0 | 0.01 | 0.11 |
| Beta(%) | NA | 0.91 | 1.05 | 0.95 | 0.95 | 0.91 | NA | 0.94 | 1.09 | 0.74 | 0.91 | 0.9 | 0.96 | 0.76 | 0.84 | 0.91 | 0.73 | 0.79 | 0.92 | 0.93 | 0.86 | 0.91 | 1.08 | 0.94 |
| RS | NA | 0.79 | 0.84 | 0.82 | 0.87 | 0.84 | NA | 0.85 | 0.84 | 0.54 | 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 | 0.76 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/06/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Small/Mid Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Small/Mid Blend
Best Mutual Funds
- DFISX (DFA International Small Company I) (100%)
- FKSCX (Franklin Intl Small Cap Growth Adv) (93%)
- IEGIX (Invesco International Small Company I) (90%)
- VINEX (Vanguard International Explorer Inv) (88%)
- SAISX (SA International Small Company) (86%)
- OAKEX (Oakmark International Small Cap I) (83%)
- LINYX (Lord Abbett International Opp I) (81%)
- GISIX (Goldman Sachs Intl Small Cap Instl) (79%)
- COIIX (Calvert International Opportunities I) (76%)
- JSCIX (JHancock International Small Company I) (71%)
Best ETFs
- GWX (SPDR S&P International Small Cap ETF) 0.42% (98%)
- SCZ (iShares MSCI EAFE Small-Cap) 0.39% (95%)
- SCHC (Schwab International Small-Cap Eq ETF) 0.54% (45%)
- VSS (Vanguard FTSE All-World ex-US Sm-Cp ETF) 0.46% (43%)
- FNDC (Schwab Fundamental Intl Sm Co ETF) 0.49% (2%)
Latest Articles Related to COIIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
