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CSCCX: CALVERT SMALL CAP FUND CLASS C (MUTUAL FUND)
Basic Info 24.66 0.23(0.92%) April 17
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | (27%) |
Start Date: | 05/02/2005 |
Last Dividend Date: | 12/15/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.19% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/02/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.9 | -1.2 | 2.8 | -1.5 | 5.5 | 7.5 | 10.4 | 6.7 | 10.6 | -16.8 | 18.9 | 13.8 | 25.1 | -7.6 | 12.6 | 19.1 | -1.8 | 6.3 | 39.7 | 14.3 | -6.0 | 22.0 | 19.8 | -34.4 | -3.2 | 18.8 | 4.2 |
Sharpe Ratio | NA | -0.1 | 0.08 | -0.16 | 0.18 | 0.34 | NA | 0.26 | 0.4 | -0.74 | 1.06 | 0.36 | 1.83 | -0.57 | 1.15 | 1.1 | -0.12 | 0.47 | 2.92 | 0.88 | -0.19 | 0.95 | 0.62 | -0.86 | -0.35 | 1.16 | 0.3 |
Draw Down(%) | NA | 6.0 | 17.3 | 25.7 | 36.3 | 36.3 | NA | 56.0 | 18.2 | 24.4 | 9.4 | 36.3 | 6.7 | 22.3 | 5.5 | 12.1 | 10.7 | 11.7 | 5.1 | 12.7 | 27.6 | 20.5 | 26.6 | 48.8 | 13.4 | 10.2 | 9.8 |
Standard Deviation(%) | NA | 16.0 | 15.3 | 19.3 | 23.5 | 19.5 | NA | 22.0 | 16.0 | 24.5 | 17.8 | 37.5 | 12.9 | 15.7 | 10.5 | 17.2 | 15.2 | 13.5 | 13.6 | 16.3 | 32.0 | 22.9 | 31.5 | 41.1 | 17.7 | 13.4 | 13.0 |
Treynor Ratio | NA | -0.02 | 0.01 | -0.04 | 0.05 | 0.07 | NA | 0.06 | 0.08 | -0.21 | 0.21 | 0.15 | 0.28 | -0.1 | 0.12 | 0.19 | -0.02 | 0.07 | 0.42 | 0.15 | -0.06 | 0.23 | 0.23 | -0.39 | -0.07 | 0.19 | 0.05 |
Alpha | NA | -0.02 | -0.04 | -0.01 | -0.01 | 0.0 | NA | -0.01 | -0.02 | -0.01 | 0.01 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | -0.04 | -0.01 | -0.02 | 0.02 | -0.05 |
Beta | NA | 0.93 | 0.84 | 0.86 | 0.89 | 0.9 | NA | 0.91 | 0.82 | 0.87 | 0.9 | 0.91 | 0.84 | 0.88 | 0.96 | 0.99 | 0.92 | 0.89 | 0.95 | 0.97 | 1.0 | 0.94 | 0.87 | 0.91 | 0.92 | 0.81 | 0.85 |
RSquared | NA | 0.92 | 0.9 | 0.91 | 0.94 | 0.93 | NA | 0.94 | 0.9 | 0.92 | 0.9 | 0.96 | 0.92 | 0.92 | 0.87 | 0.93 | 0.87 | 0.9 | 0.9 | 0.93 | 0.98 | 0.95 | 0.96 | 0.97 | 0.92 | 0.85 | 0.84 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/02/2005
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