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Calvert Global Energy Solutions Class A: (MF: CGAEX)

(NASDAQ Mutual Funds) As of Oct 1, 2026 04:39 PM ET

$14.61 USD

-0.03 (-0.20%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 12.15 91
3 months -7.94 94
6 months -0.25 84
1 Year 20.07 91
3 Year 11.50 83
5 Year 3.46 93
10 Year 10.65 22

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -63.68
Bull Market (2/09 - 3/21) 154.18

Load Adjusted Returns as of Aug 31, 2026

1 Year 28.38
5 Year 3.69
10 Year 10.87
Since Inception 0.70

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 7.41 8.66 NA NA
2025 -2.39 17.05 11.39 3.92
2024 -3.07 -1.54 9.02 -10.92
2023 8.54 1.43 -12.26 9.08
2022 -6.53 -14.87 -6.89 11.15
2021 1.03 3.71 -2.58 4.33

Annual Return

20262025202420232022202120202019201820172016
% Total Return 12.1432.26-7.325.38-17.656.5061.1433.15-19.6629.41-7.73
% Total Return Rel to Index 1.0614.04-32.34-20.860.55-22.1742.731.66-15.277.61-19.66
% Total Return Rel to Peer -11.5017.48-21.22-2.20-41.66-29.6276.6122.912.0530.51-34.17
% Perf Quintile vs Peer* 5.001.005.003.005.005.001.001.003.001.005.00
% Dividends 0.000.070.090.090.070.030.080.070.100.080.06
% Yield 0.000.480.640.580.610.240.620.951.601.121.00
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 1.241.241.241.241.241.241.241.261.281.381.85

* 1 = Top 20%, 5 = Bottom 20%