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
1994 -3.1 -10.3 2.1 -6.7 4.3 3 -4.9 0.5 -0.5 -4.7 0 0 0
1995 -2.5 -3.7 -1.3 1.7 -0.4 4.5 0.5 5.5 2.5 3.4 0.9 -2.2 8.7
1996 -8.3 7.6 0.2 5 5.1 -5.8 -2.8 1.5 5.1 2.1 0.7 2.2 12.1
1997 -0.5 1.3 -4.8 3.4 -4.4 10.2 1.1 8.8 3.4 -3.1 -0.2 2.5 17.8
1998 8 7.6 8.9 5.4 -18.3 -4.5 -1.5 -4.6 0.6 1.5 6.4 3.2 9.8
1999 6.5 3.9 6 -5.4 -1.5 -2.9 6.4 -1.1 2.1 5.1 -1.2 3.3 22.2
2000 2.4 -5.8 4.4 -3.2 5.1 -0.3 0.6 -2.6 -0.2 11.2 3 -3.1 10.7
2001 1.8 8.7 3.9 -7.4 -5.1 -1.6 -1.9 2 9.6 -7.2 -5.1 3.9 -0.3
2002 -4.9 7 8.7 -10.5 0.9 -7.4 -6.6 -0.9 -2.9 4 -0.5 -1.8 -15.6
2003 3.6 0.4 5.2 -2.6 1.1 3.3 0.8 6.1 6.6 0.4 -0.6 -4.3 0
2004 3 3.5 2 0.6 -0.7 -3.4 1 1.6 -0.8 -1.9 0.6 0.4 0
2005 -1.4 3.9 -1.1 -0 -1.5 3.9 0.4 4.4 -2.4 -0.4 0.5 -2.6 3.4
2006 0.5 0.8 3.2 2.2 2.8 -1.3 -0 -3 0.4 1.5 -0.4 2.5 9.3
2007 0.6 -3.1 2.3 4.6 1.8 -1.5 -1.2 2.8 3.7 -0.2 -1.8 1.2 9.2
2008 0.1 -8.9 -17 -8.9 2 -2.4 -5.3 2.3 5.7 -0.6 -1.2 -7 -35.9
2009 1.6 4.5 -1.7 4.3 4.1 6.5 1.5 3.2 12.4 10.3 -8.6 -7.4 32.4
2010 4.5 1.7 3.3 11.6 -4 6 -6 -7.7 2.1 6.2 2.2 -2.8 16.3
2011 -1.7 -1.4 9.5 -8.9 -6.4 -0.7 -1.5 0.3 2.3 1.1 3.2 2.2 -3
2012 0.7 1.8 -2.6 2.6 3.4 -0.4 3 -7.8 -0.9 3.7 5.5 5.4 14.7
2013 2.7 4.3 4.6 3.5 -2.3 4.6 -1.1 1.9 -0.1 3.3 0.6 4.5 29.6
2014 0.1 2.9 2.7 -0.7 3.5 -1.4 0.8 2.9 -0.7 -1.1 4.5 -3.5 0
2015 -1.2 -0.5 6.8 -1.5 -5.1 1.9 -0.8 1.4 0 -1.5 6.8 -2.6 3
2016 0.3 1.1 -2.5 -0.5 -0.3 3.8 -1.5 1.9 -0.8 5.7 -0.3 -5 1.7
2017 0.4 3.1 3.1 1.7 0.7 1.8 -0.6 2.3 3.4 1.1 3 2.6 24.8
2018 -7 3.1 -4.6 1.2 2.9 4 1.4 1.4 -0.1 -1.2 -2.8 6.7 4.3
2019 -3.4 3.5 -0.2 -0.3 2.1 1.3 6.4 -2.9 3.5 3.7 5.6 6.7 28.5
2020 2 9.7 -2.9 -5.8 5.1 5.7 0 6.5 12.3 -9.2 -6.1 1.4 17.6
2021 -1.7 -0.9 6.6 -4.9 2.5 5.6 2.9 -0.5 6.8 11.2 2.2 -10.2 19.4
2022 -10 7 6.6 -8.1 -5 9.6 -5.8 -0.9 -6.5 3.4 -5.8 -8.4 -23.4
2023 0.7 11 -2.8 -6.1 -0.7 2.4 5.9 -2.2 1.3 3.5 -4.5 5.1 13.1
2024 -5.4 0.8 4.4 0.2 0 0 0 0 0 0 0 0 1.6