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CSCBX: Calvert Small Cap B (MUTUAL FUND)
Basic Info
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/06/2010 |
Last Dividend Date: | 12/11/2014 |
12-Mo. Yield | 2.59% |
Expenses | 3.19% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 12/06/2010 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 10.8 | 20.2 | 12.4 | 6.3 | 5.2 | 38.6 | 13.6 | -6.5 | 2.8 |
Sharpe Ratio | NA | 0.87 | 1.48 | 0.63 | 1.26 | 0.38 | 2.84 | 0.84 | -0.2 | 5.61 |
Draw Down(%) | NA | 12.0 | 12.0 | 27.8 | 4.3 | 12.0 | 5.2 | 12.7 | 27.8 | 1.0 |
Standard Deviation(%) | NA | 12.4 | 13.6 | 19.5 | 11.5 | 13.5 | 13.6 | 16.3 | 32.0 | 8.5 |
Treynor Ratio | NA | 0.13 | 0.22 | 0.13 | 0.19 | 0.06 | 0.41 | 0.14 | -0.06 | 0.51 |
Alpha | NA | 0.01 | 0.0 | -0.01 | 0.02 | -0.01 | 0.01 | -0.01 | -0.01 | 0.0 |
Beta | NA | 0.84 | 0.92 | 0.97 | 0.76 | 0.9 | 0.95 | 0.97 | 1.0 | 0.94 |
RSquared | NA | 0.8 | 0.88 | 0.93 | 0.68 | 0.9 | 0.9 | 0.93 | 0.97 | 0.83 |
Yield(%) | N/A | 12.2 | 11.9 | N/A | 0.0 | 12.4 | 14.6 | 3.2 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 2.2 | N/A | N/A | -100.0 | 2.2 | 403.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/06/2010
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