Calvert Research and Management

  • Calvert Mid-Cap Fund

Calvert Mid-Cap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1994 2.6 1 0 0 0 0 0 0 0 0 0 0 0
1995 -1.3 2.5 -6.6 3.8 0.6 7.9 10 1.9 2.1 2.8 6.8 -2 31.2
1996 2.8 2.4 -6.4 5.7 9.9 -14.2 -6.7 4.9 12.9 -1.1 4.9 -4 7.9
1997 0.9 1.6 -2.7 4.1 -2.8 9.5 2 8.8 3.3 -4.5 -2.8 2.5 20.6
1998 8.2 5.8 9.1 7.8 -18.1 -2.8 4.4 -4.4 4.3 4.6 10.5 -0.4 28.4
1999 6.6 5.6 2.5 -3.1 -7.3 -5.4 2 3.9 4.5 5.3 -4.3 -3.7 5.4
2000 3.5 -11.8 -2.6 -0.4 8.6 3.1 6.4 -1.2 -0.9 8.4 3 -5 9.4
2001 2.6 12.1 6.2 -15.9 -6.5 -4.1 1.8 -2.1 10.8 -10.3 -11.4 6.8 -13.6
2002 -6.3 6.7 6.5 -8 1.7 -11.3 -9.6 -2.6 -6.1 6.7 -7 -2.6 0
2003 -0.7 3.4 8 -3.9 5.7 2.6 0.8 8.1 5.1 1.3 -1.7 -1.7 29.5
2004 3.8 5 1.2 3.1 -2 -7.6 1.7 1.8 -1.4 -1.4 0 3.8 7.6
2005 -0.5 4.3 -2.3 -2.5 -3.1 3.4 0.6 6.7 -4.5 -1.8 1.7 -2.5 -1.1
2006 -1.5 2.2 4.2 1.4 0.1 -4.3 1.1 -8.3 1.9 2.1 1.6 5.3 0
2007 -1 -4.8 4.3 4.3 1.5 -4.3 -1.5 4 2.4 0.9 -1.1 4.3 8.7
2008 3.1 -9.2 -20.3 -12.3 0 -5 -2 5.1 5.5 -1.2 -0 -6.2 -37.4
2009 5.8 3.6 -1.3 7.7 1.3 4.6 0.4 3.6 9.7 6.9 -11.8 -2.5 29.3
2010 5.8 4.5 5.6 11.4 -6.7 5.3 -5.6 -5.7 4.3 7.7 5.4 -4.2 29
2011 -2.5 -0.2 17.4 -11.6 -7.4 -4.4 -1.3 -2.1 6.1 3.1 4.8 2.2 1.2
2012 1.8 2.6 -1.8 0 2.8 0.3 3.9 -7.3 -0.3 2.3 5.7 4.8 15
2013 0.2 2.5 3.1 5.5 -2.7 6.6 -0.6 2.1 -0.4 3.7 0.3 4.9 27.8
2014 0.2 1.5 3.8 -4.3 5.7 -3.9 5.4 -0.7 -1.4 -1.4 5.6 -3.3 6.8
2015 -5.2 -1.7 4 -2.2 -6.8 0.2 0.4 1 -1.6 1.4 8.7 -1.7 -4.4
2016 1.7 5.4 -1.8 -1.2 0.2 2.5 -1 1 -3.5 7.2 0.4 -4.8 5.6
2017 0.9 2.1 0.9 2.4 -1.4 0.8 0.2 1.2 0.6 -0.4 2.5 0.7 10.9
2018 -9.8 3.4 -7.7 -0.2 2.6 2.5 0.9 2.9 0.8 0.7 -3.8 3.4 -5.3
2019 -5.9 4.3 0 0.3 -1.4 3 6.1 -4.6 3.9 0.8 4.8 8.4 20.3
2020 4.5 9.4 0.2 -2.9 3.9 5.6 1.2 4.7 10.9 -17 -8.5 0.4 9.4
2021 -13.1 -3.3 4 -5 2.3 0.8 0.5 0.3 4 23.9 4.7 -19.3 -5.9
2022 -3.9 5.9 7.2 -8.9 -5.4 9.3 -8.3 -1.5 -7.6 2 0.1 -8.9 -20.3
2023 5.1 10 -4.5 -6.1 -3.2 2.5 5.6 -3.3 0.1 0.2 -2.6 7.8 10.6
2024 -6 3.5 4.3 -1.2 0 0 0 0 0 0 0 0 3.1