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 |