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
1999 4.9 5.8 2.5 -3 -7.1 -5.3 2.1 4.1 4.7 5.5 0 0 0
2000 -10.4 -11.7 14.3 -0.3 8.7 3.2 6.5 -1.1 -0.8 8.6 3.1 -4.9 12.4
2001 2.7 12.2 6.3 -15.8 -6.3 -4.6 2.6 -13.9 11 -10 -11.7 7 -23.1
2002 0 0 0 0 0 0 0 0 0 0 0 -2.2 -2.2
2003 -0.6 3.5 8.2 -3.8 5.8 2.9 -24 0 0 0 0 0 -11.4
2004 4 5.2 1.3 3.3 -1.9 -7.5 1.8 1.9 -1.3 -1.3 0.1 3.9 0
2005 -0.3 4.4 -2.1 -2.3 -3 3.6 0.7 6.8 -4.4 -1.6 1.8 -2.4 0.5
2006 -1.4 2.3 4.3 1.6 0.3 -4.1 1.2 -8.2 2.1 2.3 1.7 5.5 7
2007 -2.3 -4.7 4.4 4.5 1.6 -4.1 -1.4 4.2 2.6 1 -1 4.5 8.9
2008 3.3 -9.1 -20.2 -12.2 0.2 -4.8 -1.9 5.2 5.6 -1.1 0.1 -6.1 -36.4
2009 5.9 3.8 -1.2 7.9 1.4 4.8 0.5 3.8 9.8 7.1 -11.7 -2.3 31.7
2010 6 4.6 5.7 11.5 -6.6 5.4 -5.5 -5.5 4.4 7.9 5.6 -4.1 31.1
2011 -2.3 -0.1 17.5 -11.4 -7.3 -4.3 -1.1 -1.9 6.1 3.3 4.9 2.3 2.8
2012 1.9 2.7 -1.6 0.1 3 0.4 4 -7.1 -0.2 2.5 5.8 4.9 16.6
2013 0.3 2.6 3.2 5.7 -2.6 6.7 -0.5 2.2 -0.3 3.9 0.5 5.1 29.6
2014 0.3 1.6 4 -4.2 5.8 -3.8 5.5 -0.5 -1.3 -1.3 5.7 -3.2 8.2
2015 -5.2 -1.6 4.1 -2.1 -6.7 0.3 0.5 1.1 -1.5 1.6 8.7 -1.6 -3.1
2016 1.7 5.5 -1.8 -1.2 0.4 2.6 -0.9 1.1 -3.4 7.3 0.5 -4.7 6.8
2017 1 2.2 0.9 2.5 -1.3 1 0.3 1.3 0.8 -0.4 2.6 0.8 12.1
2018 -9.6 3.5 -7.6 -0.1 2.7 2.6 1 3 0.9 0.8 -3.7 3.4 -4.1
2019 -2.5 3.8 0.2 0.3 -1.3 3 6.1 -4.5 4 0.9 4.9 8.5 25.1
2020 4.5 9.5 0.3 -2.4 4.1 5.7 1.3 4.8 10.9 -16.9 -8.5 0.5 10.9
2021 -5.4 -3.1 4.1 -4.9 2.4 0.9 0.6 0.4 16 2 4.7 -11.9 3.4
2022 -4 6 7.2 -8.8 -5.4 9.4 -8.2 -1.4 -7.5 2.1 0.2 -8.8 -19.7
2023 5 10.1 -4.4 -6 -3.1 2.6 5.7 -3.2 0.2 0.3 -2.5 7.8 11.5
2024 0 0 2.9 -1.1 0 0 0 0 0 0 0 0 0.8