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    Calvert Research and Management

  • Calvert Small Cap Fund

Calvert Small Cap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2004 1.9 8.1 0 0 0 0 0 0 0 0 0 0 0
2005 -2.9 4.5 -5.7 -0.7 -0.4 4.5 1.4 5 -7.1 -2 1.1 -2.9 -6
2006 1.6 2.2 4 2.3 3.3 0.4 -2.4 -3.9 0.7 5 -1.2 7 20.1
2007 -1.2 -3.6 0.5 3.8 -0.1 -6.9 -0.9 4 0.8 0.8 -0.3 1.3 -2.3
2008 6.6 -10.2 -19.7 -6.9 2.5 0.2 -9.2 4.3 4.7 -0.5 -1.3 -7.5 -33.8
2009 6.3 0.3 -3.8 4.1 2 7.7 1.6 -1.5 16.5 5.5 -8.6 -8.5 20.7
2010 7 3.4 3.6 10.5 -8.5 7 -8.1 -8.3 6 7.6 5.7 -2.5 22.9
2011 -2 -0.1 14.1 -9.9 -9.1 -3.8 0.5 -3.5 3.1 2.1 5.6 0.2 -5
2012 2.5 1.7 -3.6 3.4 4.1 1.2 3 -5.9 -2.6 2 3.6 5.7 15.3
2013 1.3 3.7 1.9 4.6 -4 7.6 -0.6 5.4 1.9 4.6 3.7 5.3 40.9
2014 1.5 1.3 6.4 -3.9 3.6 -5.6 4.6 1.4 -3 1.3 3.5 -3.6 7.1
2015 -4.9 0.1 5 -2.2 -4.4 -0.3 2.1 -0.5 -0 1.1 7 -3.3 -1.1
2016 3.7 11.3 -3.5 0.7 -0.5 3.9 0.5 1.5 0.2 7.2 0.3 -5.8 0
2017 0.2 4 1.3 4.3 -1.3 0.1 2.3 -0.9 0.2 0.8 2.6 -0.8 13.4
2018 -10.5 2.5 -9.9 -0.4 4 1.7 0.8 5.7 -0.3 0.9 -3.6 3.4 -6.9
2019 -0.3 3 -0.3 0.4 -2.9 1.8 7 -4.6 4.6 -1.2 5.5 10.1 24.5
2020 8.3 11.6 2.9 -4.6 4.1 4.6 0.6 5.2 10.3 -16.5 -7.8 -1.1 14.6
2021 -0.7 -4 4.9 -3 1.4 0.2 -0.3 0.4 3 11 -1.3 0.2 11.4
2022 -6.1 3.7 11.1 -8.2 -5.7 9 -5.8 -2.5 -6.6 -1 3.2 -7.5 -17.3
2023 9.1 7.5 -5 -6.9 -3.5 2.6 6.7 -3.9 -0.5 -2.7 0 9.4 11.3
2024 -4.8 4.3 5.2 -2.3 0 0 0 0 0 0 0 0 2