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Calvert Small Cap Fund Class C: (MF: CSCCX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$26.84 USD
+0.03 (0.11%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -7.80 | 14 |
| 3 months | -10.61 | 10 |
| 6 months | -5.35 | 12 |
| 1 Year | 2.54 | 21 |
| 3 Year | 2.34 | 64 |
| 5 Year | 8.77 | 71 |
| 10 Year | 6.38 | 53 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -47.92 |
| Bull Market (2/09 - 3/21) | 502.95 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -1.87 |
| 5 Year | 11.67 |
| 10 Year | 6.74 |
| Since Inception | 6.70 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.57 | NA | NA | NA |
| 2024 | 6.97 | -5.09 | 9.35 | 0.09 |
| 2023 | 6.25 | 1.75 | -8.07 | 11.28 |
| 2022 | -5.69 | -14.34 | -5.83 | 9.43 |
| 2021 | 9.50 | 2.90 | -1.73 | 7.25 |
| 2020 | -24.03 | 16.50 | 3.68 | 24.02 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -7.80 | 11.12 | 10.59 | -16.76 | 18.77 | 13.80 | 25.06 | -7.55 | 12.35 | 19.08 | -1.80 |
| % Total Return Rel to Index | -2.88 | -13.89 | -15.65 | 1.44 | -9.91 | -4.59 | -6.42 | -3.15 | -9.44 | 7.14 | -3.19 |
| % Total Return Rel to Peer | 2.88 | -0.80 | -5.48 | 2.75 | -0.54 | -5.18 | -0.37 | 3.22 | -3.24 | 3.13 | 2.92 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 4.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.45 | 0.00 | 0.39 | 2.24 | 0.00 | 0.28 | 1.09 | 3.25 | 0.33 | 1.84 |
| Expense Ratio | 0.00 | 1.94 | 1.94 | 1.94 | 1.94 | 1.96 | 1.99 | 2.03 | 2.12 | 2.12 | 2.12 |
* 1 = Top 20%, 5 = Bottom 20%