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Calvert Equity Fund Class C: (MF: CSECX)

(NASDAQ Mutual Funds) As of Oct 30, 2026 05:23 PM ET

$19.53 USD

+0.02 (0.10%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD -6.00 97
3 months 5.19 4
6 months 4.04 91
1 Year -5.52 95
3 Year 6.51 95
5 Year 2.72 89
10 Year 10.94 65

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 79.80
Bear Market (10/07 - 2/09) -47.25
Bull Market (2/09 - 3/21) 800.09

Load Adjusted Returns as of Sep 30, 2026

1 Year -6.46
5 Year 2.72
10 Year 10.94
Since Inception 8.43

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -9.65 -1.09 5.19 NA
2025 -0.64 4.81 1.39 0.51
2024 5.36 -0.31 5.73 -3.13
2023 3.83 4.86 -4.49 12.57
2022 -10.70 -12.65 -4.31 9.62
2021 2.12 9.42 2.90 11.28

Annual Return

20262025202420232022202120202019201820172016
% Total Return -5.996.127.5717.06-18.1827.9623.3235.424.3224.851.49
% Total Return Rel to Index -18.74-12.09-17.44-9.170.01-0.714.923.938.713.06-10.44
% Total Return Rel to Peer -15.31-6.58-11.81-5.931.515.903.407.0011.184.17-6.32
% Perf Quintile vs Peer* 5.005.005.004.003.002.003.001.001.002.005.00
% Dividends 0.000.040.020.030.000.000.000.000.000.000.00
% Yield 0.140.140.050.090.000.000.000.000.000.000.00
Capital Gains ($) 0.0015.166.561.232.182.831.651.543.533.434.10
Expense Ratio 1.671.661.651.661.651.661.691.751.761.831.85

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