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
2005 -3 4.5 -5.8 -0.8 -0.4 4.4 1.4 4.9 0 0 0 0 0
2006 1.6 2.1 3.9 2.2 3.2 0.3 -2.4 -4 0.7 4.9 -1.3 6.9 18.8
2007 -1.3 -3.7 0.4 3.8 -0.2 -7 -1 4 0.7 0.7 -0.4 1.2 0
2008 6.4 -10.2 -19.7 -7 2.4 0.1 -9.2 4.2 4.6 -0.5 -1.4 -7.6 -34.4
2009 6.3 0.2 -3.9 4 2 7.6 1.6 -1.5 16.5 5.5 -8.6 -8.6 19.8
2010 6.9 3.3 3.5 10.5 -8.6 6.9 -8.1 -8.4 6.2 7.6 5.6 -2.5 22
2011 -2 -0.2 13.9 -10 -9.2 -3.9 0.4 -3.6 3 2 5.5 0.2 -6
2012 2.5 1.6 -3.7 3.3 4 1.1 2.9 -6 -2.6 1.8 3.5 5.6 14.3
2013 1.2 3.6 1.7 4.6 -4.1 7.5 -0.7 5.4 1.8 4.5 3.6 5.2 39.8
2014 1.4 1.3 6.4 -3.9 3.4 -5.6 4.6 1.4 -3 1.3 3.5 -3.7 6.3
2015 -5 0.1 5 -2.3 -4.5 -0.4 2.1 -0.6 -0.1 1.1 7 -3.4 -1.8
2016 3.7 11.3 -3.6 0.6 -0.5 3.8 0.4 1.4 0.2 7.1 0.2 -5.9 19.1
2017 0.2 4 1.2 4.3 -1.4 0.1 2.2 -0.9 0.1 0.8 2.5 -0.9 12.6
2018 -10.5 2.5 -10 -0.4 3.9 1.6 0.8 5.7 -0.3 0.8 -3.6 3.3 -7.6
2019 -0.4 2.9 -0.4 0.4 -3 1.8 6.9 -4.7 4.5 -1.3 5.4 10 23.5
2020 8.2 11.5 2.8 -4.6 4 4.5 0.6 5.1 10.3 -16.5 -7.9 -1.2 13.8
2021 -1.6 -4.1 4.9 -3.1 1.4 0.1 -0.4 0.3 11.6 -4.9 15 -7.7 9.7
2022 -6.5 3.7 11 -8.2 -5.8 8.9 -5.8 -2.5 -6.7 -1.1 3.1 -7.6 -18.2
2023 9.1 7.4 -5 -7 -3.6 2.5 6.6 -4 -0.6 -2.8 -0 9.4 10.6
2024 -6.7 4.2 5.1 -2.3 0 0 0 0 0 0 0 0 0.6