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Calvert Equity Fund Class C: (MF: CSECX)

(NASDAQ Mutual Funds) As of Mar 13, 2026 04:20 PM ET

$17.44 USD

+0.05 (0.29%)

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 -3.65 81
3 months -3.94 80
6 months -3.63 90
1 Year -0.84 96
3 Year 8.68 91
5 Year 6.51 79
10 Year 12.12 62

* 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) 806.32

Load Adjusted Returns as of Feb 28, 2026

1 Year 5.06
5 Year 6.94
10 Year 11.94
Since Inception 8.86

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 -3.656.127.5717.06-18.1827.9623.3235.424.3224.851.49
% Total Return Rel to Index -2.80-12.09-17.44-9.170.01-0.714.923.938.713.06-10.44
% Total Return Rel to Peer -2.88-6.58-11.81-5.931.515.903.407.0011.184.17-6.32
% Perf Quintile vs Peer* 5.005.000.004.003.002.003.001.001.002.005.00
% Dividends 0.000.040.020.030.000.000.000.000.000.000.00
% Yield 0.000.140.050.090.000.000.000.000.000.000.00
Capital Gains ($) 0.0015.166.561.232.182.831.651.543.533.434.10
Expense Ratio 0.001.661.651.661.651.661.691.751.761.831.85

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