Back to top
Calvert Equity Fund Class C: (MF: CSECX)
(NASDAQ Mutual Funds) As of Jun 27, 2025 08:00 PM ET
$33.75 USD
+0.16 (0.48%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.24 | 14 |
| 3 months | 0.12 | 39 |
| 6 months | -0.83 | 24 |
| 1 Year | 7.28 | 66 |
| 3 Year | 8.71 | 65 |
| 5 Year | 10.17 | 81 |
| 10 Year | 11.52 | 35 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 79.80 |
| Bear Market (10/07 - 2/09) | -47.25 |
| Bull Market (2/09 - 3/21) | 803.94 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 0.43 |
| 5 Year | 13.31 |
| 10 Year | 11.26 |
| Since Inception | 8.84 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.64 | NA | NA | NA |
| 2024 | 5.36 | -0.31 | 5.73 | -3.13 |
| 2023 | 3.83 | 4.86 | -4.49 | 12.57 |
| 2022 | -10.70 | -12.65 | -4.31 | 9.62 |
| 2021 | 2.12 | 9.42 | 2.90 | 11.28 |
| 2020 | -13.54 | 19.61 | 9.80 | 8.61 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.24 | 7.57 | 17.06 | -18.18 | 27.96 | 23.32 | 35.42 | 4.32 | 24.85 | 1.49 | 2.91 |
| % Total Return Rel to Index | 2.17 | -17.44 | -9.17 | 0.01 | -0.71 | 4.92 | 3.93 | 8.71 | 3.06 | -10.44 | 1.52 |
| % Total Return Rel to Peer | 2.84 | -11.81 | -5.93 | 1.51 | 5.90 | 3.40 | 7.00 | 11.18 | 4.17 | -6.32 | 4.51 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 2.00 | 3.00 | 1.00 | 1.00 | 2.00 | 5.00 | 2.00 |
| % Dividends | 0.00 | 0.02 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 |
| % Yield | 0.00 | 0.05 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 |
| Capital Gains ($) | 0.00 | 6.56 | 1.23 | 2.18 | 2.83 | 1.65 | 1.54 | 3.53 | 3.43 | 4.10 | 10.13 |
| Expense Ratio | 0.00 | 1.65 | 1.66 | 1.65 | 1.66 | 1.69 | 1.75 | 1.76 | 1.83 | 1.85 | 1.86 |
* 1 = Top 20%, 5 = Bottom 20%