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CSECX: CALVERT EQUITY PORTFOLIO CLASS C (MUTUAL FUND)
Basic Info 36.04 0.06(0.17%) April 18
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (45%) |
Start Date: | 12/16/1994 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 3.57% |
Expenses | 0.59% |
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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 | 20 Yr | Since 05/22/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.9 | 0.1 | 11.5 | 4.1 | 11.3 | 12.2 | 13.4 | 9.1 | 8.7 | 17.1 | -18.3 | 27.9 | 23.3 | 35.4 | 4.3 | 24.8 | 1.7 | 3.0 | 10.3 | 29.6 | 14.7 | -3.0 | 16.3 | 32.3 | -35.9 | 9.2 | 9.3 | 3.4 | 5.9 | 21.3 | -15.6 | -0.3 | 10.7 | 22.2 | 9.8 | 17.8 | 12.1 | 8.7 | -1.4 |
Sharpe Ratio | NA | 0.18 | 0.92 | 0.17 | 0.49 | 0.67 | NA | NA | 0.39 | 0.99 | -0.81 | 2.11 | 0.72 | 2.76 | 0.18 | 3.66 | 0.12 | 0.2 | 0.89 | 2.65 | 1.05 | -0.12 | 0.91 | 1.2 | -0.94 | 0.42 | 0.57 | 0.11 | 0.42 | 1.19 | -0.69 | -0.14 | 0.31 | 1.1 | 0.29 | 0.8 | 0.54 | 0.29 | -3.53 |
Draw Down(%) | NA | 3.8 | 12.2 | 26.1 | 30.6 | 30.6 | NA | NA | 51.4 | 12.2 | 26.0 | 5.8 | 30.6 | 5.1 | 14.5 | 2.7 | 9.4 | 11.5 | 6.4 | 5.1 | 11.6 | 20.7 | 15.9 | 24.9 | 45.5 | 7.9 | 8.5 | 6.8 | 8.8 | 14.9 | 28.8 | 23.8 | 10.2 | 13.9 | 30.3 | 10.5 | 13.1 | 11.3 | 2.0 |
Standard Deviation(%) | NA | 11.1 | 11.8 | 17.4 | 20.5 | 17.0 | NA | NA | 18.8 | 13.1 | 24.4 | 13.2 | 31.9 | 12.3 | 16.2 | 6.6 | 12.3 | 14.8 | 11.5 | 11.1 | 14.0 | 24.8 | 17.8 | 26.7 | 39.0 | 14.8 | 10.6 | 10.8 | 11.7 | 17.3 | 24.3 | 19.6 | 21.0 | 17.3 | 22.0 | 17.9 | 15.8 | 16.9 | 10.4 |
Treynor Ratio | NA | 0.04 | 0.21 | 0.05 | 0.15 | 0.17 | NA | NA | 0.1 | 0.23 | -0.33 | 0.61 | 0.28 | 0.63 | 0.04 | 0.36 | 0.02 | 0.03 | 0.12 | 0.33 | 0.16 | -0.03 | 0.18 | 0.3 | -0.36 | 0.07 | 0.08 | 0.01 | 0.07 | 0.24 | -0.23 | -0.05 | 0.13 | 0.27 | 0.08 | 0.2 | 0.13 | 0.07 | 0.57 |
Alpha | NA | -0.05 | -0.03 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | -0.03 | 0.03 | 0.08 | -0.07 | 0.04 | 0.01 | 0.01 | 0.01 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | -0.01 | 0.02 | 0.0 | 0.03 | -0.02 | 0.0 | 0.0 | 0.06 | 0.07 | 0.08 | 0.03 | -0.05 | 0.01 | 0.0 | -0.05 | -0.23 |
Beta | NA | 0.47 | 0.52 | 0.57 | 0.66 | 0.68 | NA | NA | 0.74 | 0.57 | 0.6 | 0.45 | 0.82 | 0.54 | 0.73 | 0.68 | 0.81 | 0.9 | 0.82 | 0.89 | 0.94 | 0.93 | 0.91 | 1.06 | 1.02 | 0.87 | 0.76 | 0.84 | 0.76 | 0.88 | 0.73 | 0.5 | 0.51 | 0.7 | 0.81 | 0.73 | 0.65 | 0.69 | -0.64 |
RSquared | NA | 0.6 | 0.59 | 0.75 | 0.77 | 0.78 | NA | NA | 0.79 | 0.68 | 0.83 | 0.54 | 0.85 | 0.63 | 0.88 | 0.78 | 0.92 | 0.95 | 0.94 | 0.93 | 0.94 | 0.97 | 0.96 | 0.95 | 0.96 | 0.93 | 0.87 | 0.83 | 0.88 | 0.95 | 0.91 | 0.8 | 0.71 | 0.75 | 0.78 | 0.66 | 0.35 | 0.19 | 0.07 |
Yield(%) | N/A | 0.0 | 3.8 | 5.6 | 6.9 | 9.8 | 14.1 | 8.1 | N/A | 4.0 | 5.3 | 8.2 | 5.6 | 6.7 | 13.9 | 14.8 | 15.7 | 28.6 | 13.2 | 6.5 | 0.2 | 5.8 | 0.0 | 0.0 | 6.1 | 7.7 | 5.1 | 2.0 | 0.0 | 0.0 | 0.1 | 3.2 | 6.1 | 7.6 | 0.0 | 15.8 | 0.0 | 0.1 | 0.5 |
Dividend Growth(%) | N/A | -100.0 | -41.7 | -6.7 | -63.6 | 245.5 | N/A | N/A | N/A | -41.7 | -23.0 | 70.5 | 7.8 | -56.4 | 2.9 | -16.3 | -59.6 | 110.8 | 142.2 | 3216.7 | -96.5 | N/A | N/A | -100.0 | -21.0 | 52.8 | 169.5 | N/A | N/A | -100.0 | -97.7 | -46.0 | -10.9 | 18200.0 | -99.7 | N/A | -100.0 | -77.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/1997
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