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Calvert Small Cap Fund Class C: (MF: CSCCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:34 PM ET

$21.05 USD

-0.05 (-0.24%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.95 73
3 months 4.19 71
6 months -2.19 95
1 Year -2.73 97
3 Year 3.12 97
5 Year 2.21 78
10 Year 8.26 93

* 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) 462.99

Load Adjusted Returns as of Feb 28, 2026

1 Year -8.01
5 Year 2.45
10 Year 7.11
Since Inception 6.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.57 1.95 -1.61 -2.92
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.95-7.0811.1210.59-16.7618.7713.8025.06-7.5512.3519.08
% Total Return Rel to Index 2.20-25.30-13.89-15.651.44-9.91-4.59-6.42-3.15-9.447.14
% Total Return Rel to Peer -0.98-14.38-0.80-5.482.75-0.54-5.18-0.373.22-3.243.13
% Perf Quintile vs Peer* 4.005.000.005.003.004.003.003.002.004.003.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.003.890.450.000.392.240.000.281.093.250.33
Expense Ratio 0.001.951.941.941.941.941.961.992.032.122.12

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