Calvert Equity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1994 | 0 | 0 | -4.68 | -0.48 | 0.48 | -4.87 | 3.01 | 4.28 | -6.72 | 2.05 | -10.3 | -3.13 | 0 |
| 1995 | -2.21 | 0.87 | 3.39 | 2.5 | 5.48 | 0.46 | 4.51 | -0.44 | 1.72 | -1.31 | -3.68 | -2.46 | 8.7 |
| 1996 | 2.19 | 0.72 | 2.13 | 5.07 | 1.51 | -2.75 | -5.84 | 5.09 | 5.03 | 0.18 | 7.64 | -8.29 | 12.1 |
| 1997 | 2.52 | -0.23 | -3.1 | 3.43 | 8.77 | 1.09 | 10.21 | -4.39 | 3.41 | -4.82 | 1.28 | -0.51 | 17.8 |
| 1998 | 3.16 | 6.43 | 1.5 | 0.62 | -4.57 | -1.45 | -4.47 | -18.25 | 5.39 | 8.9 | 7.55 | 7.98 | 9.8 |
| 1999 | 3.29 | -1.21 | 5.11 | 2.06 | -1.1 | 6.39 | -2.93 | -1.45 | -5.41 | 5.96 | 3.93 | 6.5 | 22.2 |
| 2000 | -3.14 | 3.01 | 11.16 | -0.23 | -2.57 | 0.58 | -0.34 | 5.13 | -3.21 | 4.35 | -5.79 | 2.38 | 10.7 |
| 2001 | 3.9 | -5.06 | -7.24 | 9.55 | 1.95 | -1.87 | -1.63 | -5.05 | -7.36 | 3.85 | 8.7 | 1.78 | -0.3 |
| 2002 | -1.8 | -0.48 | 3.98 | -2.94 | -0.91 | -6.64 | -7.42 | 0.94 | -10.52 | 8.74 | 6.95 | -4.9 | -15.6 |
| 2003 | -4.32 | -0.58 | 0.4 | 6.62 | 6.09 | 0.83 | 3.26 | 1.1 | -2.56 | 5.21 | 0.44 | 3.61 | 21.3 |
| 2004 | 0.35 | 0.56 | -1.89 | -0.75 | 1.61 | 1.02 | -3.35 | -0.65 | 0.55 | 1.95 | 3.51 | 3.02 | 5.9 |
| 2005 | -2.56 | 0.51 | -0.37 | -2.39 | 4.44 | 0.37 | 3.9 | -1.54 | -0.03 | -1.14 | 3.89 | -1.42 | 3.4 |
| 2006 | 2.46 | -0.38 | 1.48 | 0.44 | -3.03 | -0.03 | -1.27 | 2.77 | 2.24 | 3.17 | 0.76 | 0.51 | 9.3 |
| 2007 | 1.23 | -1.84 | -0.22 | 3.69 | 2.76 | -1.22 | -1.48 | 1.78 | 4.58 | 2.33 | -3.1 | 0.62 | 9.2 |
| 2008 | -7.04 | -1.17 | -0.61 | 5.71 | 2.31 | -5.34 | -2.42 | 2.04 | -8.93 | -16.98 | -8.91 | 0.07 | -35.9 |
| 2009 | -7.41 | -8.58 | 10.27 | 12.36 | 3.22 | 1.49 | 6.45 | 4.08 | 4.28 | -1.73 | 4.48 | 1.57 | 32.4 |
| 2010 | -2.8 | 2.21 | 6.16 | 2.08 | -7.72 | -5.96 | 5.95 | -3.97 | 11.56 | 3.25 | 1.7 | 4.48 | 16.3 |
| 2011 | 2.23 | 3.24 | 1.12 | 2.32 | 0.32 | -1.46 | -0.68 | -6.4 | -8.86 | 9.45 | -1.39 | -1.72 | -3 |
| 2012 | 5.42 | 5.51 | 3.67 | -0.86 | -7.82 | 3.04 | -0.35 | 3.42 | 2.59 | -2.56 | 1.81 | 0.69 | 14.7 |
| 2013 | 4.47 | 0.61 | 3.33 | -0.09 | 1.85 | -1.09 | 4.61 | -2.28 | 3.49 | 4.62 | 4.27 | 2.69 | 29.6 |
| 2014 | -3.51 | 4.48 | -1.05 | -0.68 | 2.91 | 0.8 | -1.4 | 3.54 | -0.67 | 2.69 | 2.9 | 0.12 | 10.3 |
| 2015 | -2.61 | 6.8 | -1.51 | 0 | 1.4 | -0.78 | 1.93 | -5.1 | -1.52 | 6.75 | -0.48 | -1.21 | 3 |
| 2016 | -4.96 | -0.28 | 5.67 | -0.83 | 1.89 | -1.45 | 3.84 | -0.25 | -0.51 | -2.45 | 1.12 | 0.34 | 1.7 |
| 2017 | 2.57 | 2.97 | 1.07 | 3.39 | 2.33 | -0.62 | 1.79 | 0.65 | 1.7 | 3.13 | 3.11 | 0.37 | 24.8 |
| 2018 | 6.73 | -2.75 | -1.22 | -0.08 | 1.43 | 1.37 | 4.02 | 2.89 | 1.16 | -4.62 | 3.07 | -6.99 | 4.3 |
| 2019 | 6.73 | 5.61 | 3.7 | 3.45 | -2.87 | 6.4 | 1.29 | 2.13 | -0.34 | -0.24 | 3.48 | -3.36 | 28.5 |
| 2020 | 5.13 | 5.72 | 0 | 6.51 | 12.31 | -9.19 | -6.13 | 1.42 | -5.77 | -2.86 | 9.65 | 1.97 | 17.6 |
| 2021 | -10.17 | 2.21 | 11.23 | 6.78 | -0.45 | 2.94 | 5.58 | 2.51 | -4.92 | 6.57 | -0.87 | -1.7 | 19.4 |
| 2022 | -8.39 | -5.75 | 3.43 | -6.46 | -0.86 | -5.81 | 9.59 | -4.95 | -8.14 | 6.61 | 6.98 | -10 | -23.4 |
| 2023 | 5.05 | -4.51 | 3.51 | 1.27 | -2.18 | 5.86 | 2.39 | -0.65 | -6.12 | -2.75 | 11.02 | 0.7 | 13.1 |
| 2024 | 0.17 | 8 |