Calvert Equity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1987 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2.13 | -17.29 | -6.05 | 8.14 | 0 |
| 1988 | 1.72 | 7.07 | 0.43 | 1.07 | -1.27 | 4.51 | -1.23 | -2.22 | 3.4 | 0.41 | -1.45 | 1.81 | 14.8 |
| 1989 | 3.83 | -1.01 | 1.08 | 4.76 | 4.6 | 0.86 | 6.06 | 2.06 | 1.18 | -1.49 | 0.85 | 1.85 | 27.2 |
| 1990 | -6.99 | 0.78 | 2.55 | -0.64 | 6.33 | -0.77 | -2.64 | -7.81 | -2.33 | -1.01 | 4.96 | 3.64 | -4.9 |
| 1991 | 3.76 | 3.28 | 3.9 | -1.18 | 4.56 | -3.17 | 2.04 | 2.05 | -2.78 | 0.74 | -3.33 | 11.04 | 22 |
| 1992 | 0.05 | 0.55 | -2.07 | -1.26 | 0.71 | -2.58 | 3.27 | -1.21 | 1.99 | 1.55 | 5.54 | 1.83 | 8.4 |
| 1993 | -0.65 | -0.09 | 2.04 | -3.82 | 2.41 | -2.13 | -0.57 | 2.8 | -1.02 | 2.05 | -3.19 | 4.1 | 1.6 |
| 1994 | 2.99 | -1.25 | -5.15 | -0.48 | 0.57 | -4.81 | 3.15 | 4.27 | -6.37 | 2.14 | -10.26 | -3.03 | -17.7 |
| 1995 | -1.96 | 0.97 | 3.45 | 2.57 | 5.55 | 0.56 | 4.57 | -0.34 | 1.83 | -1.18 | -3.31 | -2.35 | 10.4 |
| 1996 | 2.39 | 0.84 | 2.32 | 5.2 | 1.65 | -2.66 | -5.74 | 5.25 | 5.13 | 0.27 | 7.79 | -1.8 | 21.7 |
| 1997 | 2.59 | -0.13 | -3 | 3.5 | 8.89 | 1.19 | 10.27 | -4.32 | 3.5 | -4.72 | 1.29 | -0.37 | 19 |
| 1998 | 3.22 | 6.53 | 1.6 | 0.69 | -4.51 | -1.4 | -4.38 | -18.19 | 5.44 | 9.05 | 7.75 | 8.01 | 10.9 |
| 1999 | 3.37 | -1.12 | 5.16 | 2.13 | -1.02 | 6.46 | -2.85 | -1.34 | -5.35 | 5.98 | 4.01 | 6.56 | 23.3 |
| 2000 | -3.05 | 3.04 | 11.26 | -0.18 | -2.5 | 0.65 | -0.28 | 5.21 | -3.16 | 4.42 | -5.71 | 2.44 | 11.6 |
| 2001 | 3.97 | -4.97 | -7.18 | 9.63 | 2.04 | -1.81 | -1.53 | -4.99 | -7.26 | 3.97 | 8.74 | 1.89 | 0.7 |
| 2002 | -1.77 | -0.39 | 4.05 | -2.88 | -0.85 | -6.57 | -7.35 | 0.99 | -10.44 | 8.81 | 7.02 | -4.82 | -14.9 |
| 2003 | -4.24 | -0.51 | 0.48 | 6.69 | 6.16 | 0.87 | 3.32 | 1.21 | -2.52 | 5.3 | 0.52 | 3.66 | 22.3 |
| 2004 | 0.4 | 0.62 | -1.81 | -0.66 | 1.63 | 1.14 | -3.33 | -0.57 | 0.6 | 2.02 | 3.56 | 3.08 | 6.7 |
| 2005 | -2.5 | 0.6 | -0.3 | -2.35 | 4.5 | 0.44 | 3.97 | -1.48 | 0.03 | -1.07 | 3.97 | -1.39 | 4.2 |
| 2006 | 2.55 | -0.33 | 1.55 | 0.52 | -2.99 | 0.03 | -1.2 | 2.83 | 2.29 | 3.26 | 0.83 | 0.55 | 10.1 |
| 2007 | 1.34 | -1.83 | -0.13 | 3.78 | 2.78 | -1.14 | -1.43 | 1.84 | 4.64 | 2.39 | -3.02 | 0.68 | 10 |
| 2008 | -6.99 | -1.11 | -0.51 | 5.75 | 2.38 | -5.28 | -2.35 | 2.09 | -8.86 | -16.92 | -8.88 | 0.14 | -35.4 |
| 2009 | -7.38 | -8.48 | 10.3 | 12.47 | 3.28 | 1.57 | 6.53 | 4.16 | 4.32 | -1.68 | 4.56 | 1.65 | 33.4 |
| 2010 | -2.72 | 2.26 | 6.22 | 2.14 | -7.65 | -5.95 | 6.08 | -3.95 | 11.66 | 3.35 | 1.72 | 4.56 | 17.2 |
| 2011 | 2.32 | 3.28 | 1.19 | 2.38 | 0.41 | -1.45 | -0.59 | -6.36 | -8.81 | 9.54 | -1.33 | -1.64 | -2.3 |
| 2012 | 5.49 | 5.55 | 3.77 | -0.83 | -7.75 | 3.12 | -0.33 | 3.51 | 2.67 | -2.52 | 1.87 | 0.77 | 15.5 |
| 2013 | 4.53 | 0.67 | 3.39 | -0.02 | 1.89 | -1.01 | 4.65 | -2.22 | 3.55 | 4.7 | 4.32 | 2.73 | 30.4 |
| 2014 | -3.44 | 4.53 | -0.99 | -0.63 | 3 | 0.85 | -1.31 | 3.62 | -0.63 | 2.74 | 2.94 | 0.19 | 11.1 |
| 2015 | -2.56 | 6.85 | -1.43 | 0.04 | 1.47 | -0.69 | 2 | -5.05 | -1.46 | 6.82 | -0.43 | -1.18 | 3.8 |
| 2016 | -4.9 | -0.21 | 5.74 | -0.75 | 1.93 | -1.4 | 3.94 | -0.17 | -0.48 | -2.39 | 1.21 | 0.34 | 2.5 |
| 2017 | 2.61 | 3.04 | 1.1 | 3.48 | 2.4 | -0.55 | 1.86 | 0.71 | 1.76 | 3.16 | 3.2 | 0.47 | 25.8 |
| 2018 | 6.78 | -2.69 | -1.14 | -0.05 | 1.5 | 1.43 | 4.1 | 2.95 | 1.21 | -4.53 | 3.12 | -6.95 | 5 |
| 2019 | 6.85 | 5.64 | 3.77 | 3.55 | -2.81 | 6.44 | 1.36 | 2.19 | -0.28 | -0.19 | 3.57 | -1.04 | 32.6 |
| 2020 | 5.17 | 5.81 | 0.07 | 6.55 | 12.39 | -9.14 | -6.07 | 1.49 | -3.78 | -2.79 | 9.7 | 2.05 | 20.9 |
| 2021 | -7.19 | 2.26 | 7.81 | 6.82 | -0.36 | 3 | 5.62 | 2.58 | -4.85 | 6.62 | -0.8 | 1.59 | 24.3 |
| 2022 | -8.34 | -5.68 | 3.5 | -6.4 | -0.82 | -5.76 | 9.66 | -4.89 | -8.08 | 6.7 | 7.03 | -6.92 | -20.2 |
| 2023 | 5.12 | -4.47 | 3.57 | 1.35 | -2.14 | 5.93 | 2.46 | -0.59 | -6.07 | -2.67 | 11.11 | 2.46 | 15.8 |
| 2024 | 0.23 | 3.3 |