Calvert Equity Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1999 0 0 0 0 0 0 0 0 0 0 4.19 0.2 0
2000 -3.04 3.07 11.28 -0.12 -2.47 0.65 -0.25 5.26 -3.15 4.46 -5.72 -2.45 6.5
2001 4.02 -4.95 -7.14 9.68 2.06 -1.77 -1.49 -4.96 -7.28 3.98 8.79 -0.82 -1.7
2002 -1.72 -0.39 4.11 -2.82 -0.81 -6.54 -7.3 1.01 -10.4 8.83 7.09 -4.87 -14.6
2003 -4.19 -0.47 0.51 6.75 6.21 0.93 3.38 1.25 -2.48 5.34 0.57 3.69 23
2004 0.49 0.64 -1.74 -0.64 1.72 1.15 -3.26 -0.53 0.65 2.07 3.6 3.16 7.3
2005 -2.44 0.61 -0.26 -2.31 4.56 0.48 4.03 -1.41 0.06 -1.04 4.03 -1.33 4.7
2006 2.58 -0.27 1.58 0.56 -2.95 0.08 -1.16 2.9 2.32 3.3 0.88 0.6 10.8
2007 1.37 -1.76 -0.1 3.79 2.88 -1.12 -1.38 1.89 4.7 2.43 -2.99 0.72 10.6
2008 -6.96 -1.06 -0.48 5.81 2.45 -5.26 -2.32 2.15 -8.83 -16.89 -8.84 0.17 -35
2009 -7.31 -8.47 10.37 12.53 3.33 1.63 6.57 4.2 4.37 -1.64 4.62 1.69 34.2
2010 -2.69 2.32 6.27 2.23 -7.57 -5.91 6.11 -3.9 11.7 3.38 1.79 4.61 17.9
2011 2.36 3.33 1.24 2.42 0.45 -1.4 -0.58 -6.29 -8.75 9.57 -1.29 -1.58 -1.7
2012 5.55 5.6 3.8 -0.8 -7.68 3.13 -0.26 3.53 2.72 -2.48 1.9 0.82 16.2
2013 4.57 0.71 3.43 0.02 1.94 -0.98 4.71 -2.17 3.61 4.72 4.39 2.78 31.2
2014 -3.39 4.56 -0.93 -0.59 3.02 0.88 -1.28 3.66 -0.56 2.79 2.98 0.22 11.6
2015 -2.48 6.87 -1.39 0.09 1.5 -0.65 2.03 -5.01 -1.42 6.86 -0.39 -1.15 4.3
2016 -4.86 -0.19 5.78 -0.73 2 -1.38 3.96 -0.15 -0.45 -2.34 1.23 0.34 2.8
2017 2.65 3.07 1.15 3.52 2.43 -0.53 1.9 0.73 1.79 3.2 3.23 0.47 26.2
2018 6.84 -2.68 -1.09 -0.02 1.54 1.46 4.12 2.96 1.25 -4.52 3.14 -6.9 5.4
2019 6.85 5.68 3.78 3.56 -2.81 6.48 1.38 2.22 -0.25 -0.17 3.6 -0.81 33.2
2020 5.2 5.83 0.09 6.57 12.43 -9.14 -6.05 1.5 -3.56 -2.78 9.74 2.07 21.5
2021 -6.8 2.28 7.4 6.87 -0.35 3.02 5.66 2.59 -4.82 6.64 -0.78 2.02 25.1
2022 -8.32 -5.66 3.51 -6.38 -0.79 -5.75 9.7 -4.86 -8.07 6.72 7.07 -6.63 -19.8
2023 5.15 -4.45 3.58 1.37 -1.72 5.53 2.49 -0.57 -6.06 -2.65 11.12 2.61 16.3
2024 0.25 9