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Calvert Equity Fund Class A: (MF: CSIEX)

(NASDAQ Mutual Funds) As of Dec 6, 2021 08:00 PM ET

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$79.54 USD

+0.76 (0.97%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Oct 31, 2021

Total Return %* Percentile Rank Objective
YTD 23.31 34
3 months 4.07 48
6 months 12.81 12
1 Year 38.06 71
3 Year 26.14 21
5 Year 22.89 18
10 Year 16.88 21

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 86.98
Bear Market (10/07 - 2/09) -46.67
Bull Market (2/09 - 9/19) 784.55

Load Adjusted Returns as of Oct 31, 2021

1 Year 20.16
5 Year 19.62
10 Year 16.65
Since Inception 9.57

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2021 2.32 9.63 3.09 NA
2020 -13.39 19.83 10.02 8.82
2019 17.13 7.11 3.29 5.31
2018 2.72 2.90 8.46 -8.40
2017 6.89 5.38 4.38 6.98
2016 0.35 -0.24 3.26 -1.01

Annual Return

20212020201920182017201620152014201320122011
% Total Return 23.3124.2736.495.0325.792.313.6811.0230.4115.50-2.23
% Total Return Rel to Index -0.725.865.009.424.00-9.612.29-2.62-1.96-0.48-4.33
% Total Return Rel to Peer 2.624.358.0611.895.11-5.505.282.81-0.281.220.79
% Perf Quintile vs Peer* 2.002.001.001.002.005.002.003.004.003.003.00
% Dividends 0.000.000.010.010.040.050.130.010.050.010.00
% Yield 0.000.000.020.020.090.130.250.030.100.010.00
Capital Gains ($) 0.001.801.563.643.434.1010.134.811.990.051.69
Expense Ratio 0.920.940.991.011.061.081.121.141.201.211.20

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