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
1996 2.9 2.6 -6.3 5.8 10 -14.1 0 0 0 0 0 0 0
1997 1 1.7 -2.7 4.2 -2.7 9.6 2.1 8.9 3.4 -4.4 -2.8 2.7 21.9
1998 8.2 5.9 9.2 7.8 -18 -2.7 4.5 -4.4 4.3 4.7 10.6 -0.3 29.4
1999 6.7 5.7 2.5 -3.1 -7.2 -5.3 2.1 4 4.6 5.4 -4.3 -3.7 6.2
2000 3.5 -11.8 -2.5 -0.4 8.6 3.1 6.5 -1.2 -0.8 8.4 3 -4.9 0
2001 2.7 12.1 6.3 -15.9 -6.4 -4.1 1.9 -2 10.9 -10.3 -11.3 6.8 -12.9
2002 -6.2 6.7 6.9 -7.9 1.8 -11.3 -9.6 -2.5 -6.1 6.8 -6.9 -2.5 -28.6
2003 -0.7 3.5 8.1 -3.8 5.8 2.7 0.9 8.1 5.2 1.4 -1.7 -1.6 30.5
2004 3.9 5.1 1.3 3.2 -1.9 -7.5 1.8 1.8 -1.3 -1.4 0.1 3.9 0
2005 -0.4 4.3 -2.2 -2.4 -3.1 3.5 0.6 6.7 -4.4 -1.7 1.7 -2.4 -0.4
2006 -1.4 2.3 4.3 1.5 0.2 -4.2 1.1 -8.2 2 2.2 1.6 5.4 6.1
2007 -1 -4.7 4.3 4.4 1.5 -4.2 -1.5 4.1 2.5 0.9 -1 4.4 0
2008 3.2 -9.1 -20.3 -12.2 0 -4.9 -2 5.2 5.5 -1.2 0 -6.1 -36.9
2009 5.8 3.7 -1.3 7.8 1.3 4.7 0.4 3.7 9.7 7 -11.8 -2.4 30.3
2010 5.9 4.6 5.7 11.5 -6.6 5.3 -5.5 -5.6 4.4 7.8 5.5 -4.2 30
2011 -2.4 -0.1 17.5 -11.5 -7.4 -4.3 -1.2 -2 6.1 3.2 4.8 2.2 2.1
2012 1.9 2.7 -1.7 0.1 2.9 0.3 3.9 -7.2 -0.3 2.4 5.7 4.8 15.8
2013 0.3 2.5 3.2 5.6 -2.7 6.7 -0.6 2.2 -0.3 3.8 0.4 5 28.8
2014 0.3 1.5 3.9 -4.3 5.8 -3.9 5.5 -0.6 -1.4 -1.3 5.7 -3.2 7.5
2015 -5.2 -1.7 4.1 -2.1 -6.8 0.3 0.4 1.1 -1.5 1.5 8.7 -1.7 -3.7
2016 1.7 5.5 -1.8 -1.2 0.3 2.6 -0.9 1.1 -3.4 7.3 0.4 -4.7 6.4
2017 0.9 2.2 0.9 2.5 -1.4 0.9 0.2 1.2 0.7 -0.4 2.6 0.7 11.7
2018 -9.6 3.5 -7.6 -0.1 2.7 2.5 1 3 0.8 0.8 -3.7 3.4 -4.5
2019 -3.8 4.4 0.1 0.3 -1.3 3 6.1 -4.5 4 0.8 4.9 8.4 23.9
2020 4.5 9.5 0.3 -2.4 4 5.7 1.3 4.7 10.9 -16.9 -8.5 0.5 10.7
2021 -7.3 -3.2 4.1 -4.9 2.4 0.9 0.6 0.4 4.1 16.1 4.7 -13.7 1.1
2022 -3.8 6 7.2 -8.8 -5.4 9.4 -8.3 -1.4 -7.5 2 0.2 -8.8 -19.7
2023 5.2 10 -4.4 -6.1 -3.1 2.5 5.7 -3.2 0.2 0.2 -2.5 7.8 11.4
2024 -6.2 3.6 4.4 -1.1 0 0 0 0 0 0 0 0 1.7