Calvert Research and Management

  • Calvert Equity Fund

Calvert Equity Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1999 0.2 4.2 0 0 0 0 0 0 0 0 0 0 0
2000 -2.5 -5.7 4.5 -3.2 5.3 -0.3 0.7 -2.5 -0.1 11.3 3.1 -3 6.5
2001 -0.8 8.8 4 -7.3 -5 -1.5 -1.8 2.1 9.7 -7.1 -5 4 -1.7
2002 -4.9 7.1 8.8 -10.4 1 -7.3 -6.5 -0.8 -2.8 4.1 -0.4 -1.7 -14.6
2003 3.7 0.6 5.3 -2.5 1.3 3.4 0.9 6.2 6.8 0.5 -0.5 -4.2 23
2004 3.2 3.6 2.1 0.7 -0.5 -3.3 1.2 1.7 -0.6 -1.7 0.6 0.5 7.3
2005 -1.3 4 -1 0.1 -1.4 4 0.5 4.6 -2.3 -0.3 0.6 -2.4 4.7
2006 0.6 0.9 3.3 2.3 2.9 -1.2 0.1 -3 0.6 1.6 -0.3 2.6 10.7
2007 0.7 -3 2.4 4.7 1.9 -1.4 -1.1 2.9 3.8 -0.1 -1.8 1.4 0
2008 0.2 -8.8 -16.9 -8.8 2.2 -2.3 -5.3 2.5 5.8 -0.5 -1.1 -7 -35
2009 1.7 4.6 -1.6 4.4 4.2 6.6 1.6 3.3 12.5 10.4 -8.5 -7.3 34.2
2010 4.6 1.8 3.4 11.7 -3.9 6.1 -5.9 -7.6 2.2 6.3 2.3 -2.7 17.9
2011 -1.6 -1.3 9.6 -8.8 -6.3 -0.6 -1.4 0.5 2.4 1.2 3.3 2.4 -1.7
2012 0.8 1.9 -2.5 2.7 3.5 -0.3 3.1 -7.7 -0.8 3.8 5.6 5.6 16.1
2013 2.8 4.4 4.7 3.6 -2.2 4.7 -1 1.9 0 3.4 0.7 4.6 31.2
2014 0.2 3 2.8 -0.6 3.7 -1.3 0.9 3 -0.6 -0.9 4.6 -3.4 11.6
2015 -1.2 -0.4 6.9 -1.4 -5 2 -0.7 1.5 0.1 -1.4 6.9 -2.5 4.3
2016 0.3 1.2 -2.3 -0.5 -0.2 4 -1.4 2 -0.7 5.8 -0.2 -4.9 2.8
2017 0.5 3.2 3.2 1.8 0.7 1.9 -0.5 2.4 3.5 1.2 3.1 2.7 26.2
2018 -6.9 3.1 -4.5 1.3 3 4.1 1.5 1.5 -0 -1.1 -2.7 6.8 5.4
2019 -0.8 3.6 -0.2 -0.3 2.2 1.4 6.5 -2.8 3.6 3.8 5.7 6.9 0
2020 2.1 9.7 -2.8 -3.6 5.2 5.8 0.1 6.6 12.4 -9.1 -6.1 1.5 21.5
2021 2 -0.8 6.6 -4.8 2.6 5.7 3 -0.4 6.9 7.4 2.3 -6.8 25.1
2022 -6.6 7.1 6.7 -8.1 -4.9 9.7 -5.8 -0.8 -6.4 3.5 -5.7 -8.3 -19.8
2023 2.6 11.1 -2.7 -6.1 -0.6 2.5 5.5 -1.7 1.4 3.6 -4.5 5.2 16.3
2024 -4.6 0.9 4.4 0.3 0 0 0 0 0 0 0 0 3.2