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    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
1987 8.1 -6.1 -17.3 2.1 0 0 0 0 0 0 0 0 0
1988 1.8 -1.5 0.4 3.4 -2.2 -1.2 4.5 -1.3 1.1 0.4 7.1 1.7 14.8
1989 1.9 0.9 -1.5 1.2 2.1 6.1 0.9 4.6 4.8 1.1 -1 3.8 27.2
1990 3.6 5 -1 -2.3 -7.8 -2.6 -0.8 6.3 -0.6 2.6 0.8 -7 -4.9
1991 11 -3.3 0.7 -2.8 2.1 2 -3.2 4.6 -1.2 3.9 3.3 3.8 0
1992 1.8 5.5 1.6 2 -1.2 3.3 -2.6 0.7 -1.3 -2.1 0.6 0.1 8.4
1993 4.1 -3.2 2.1 -1 2.8 -0.6 -2.1 2.4 -3.8 2 -0.1 -0.7 1.6
1994 -3 -10.3 2.1 -6.4 4.3 3.2 -4.8 0.6 -0.5 -5.2 -1.3 3 -17.7
1995 -2.4 -3.3 -1.2 1.8 -0.3 4.6 0.6 5.6 2.6 3.5 1 -2 10.4
1996 -1.8 7.8 0.3 5.1 5.3 -5.7 -2.7 1.7 5.2 2.3 0.8 2.4 21.7
1997 -0.4 1.3 -4.7 3.5 -4.3 10.3 1.2 8.9 3.5 -3 -0.1 2.6 19
1998 8 7.8 9.1 5.4 -18.2 -4.4 -1.4 -4.5 0.7 1.6 6.5 3.2 10.9
1999 6.6 4 6 -5.4 -1.3 -2.9 6.5 -1 2.1 5.2 -1.1 3.4 23.2
2000 2.4 -5.7 4.4 -3.2 5.2 -0.3 0.7 -2.5 -0.2 11.3 3 -3.1 11.6
2001 1.9 8.7 4 -7.3 -5 -1.5 -1.8 2 9.6 -7.2 -5 4 0.7
2002 -4.8 7 8.8 -10.4 1 -7.4 -6.6 -0.9 -2.9 4.1 -0.4 -1.8 -14.9
2003 3.7 0.5 5.3 -2.5 1.2 3.3 0.9 6.2 6.7 0.5 -0.5 -4.2 22.3
2004 3.1 3.6 2 0.6 -0.6 -3.3 1.1 1.6 -0.7 -1.8 0.6 0.4 0
2005 -1.4 4 -1.1 0 -1.5 4 0.4 4.5 -2.4 -0.3 0.6 -2.5 4.2
2006 0.6 0.8 3.3 2.3 2.8 -1.2 0 -3 0.5 1.6 -0.3 2.6 10.1
2007 0.7 -3 2.4 4.6 1.8 -1.4 -1.1 2.8 3.8 -0.1 -1.8 1.3 10
2008 0.1 -8.9 -16.9 -8.9 2.1 -2.4 -5.3 2.4 5.8 -0.5 -1.1 -7 -35.4
2009 1.7 4.6 -1.7 4.3 4.2 6.5 1.6 3.3 12.5 10.3 -8.5 -7.4 33.4
2010 4.6 1.7 3.4 11.7 -4 6.1 -6 -7.7 2.1 6.2 2.3 -2.7 17.2
2011 -1.6 -1.3 9.5 -8.8 -6.4 -0.6 -1.5 0.4 2.4 1.2 3.3 2.3 -2.2
2012 0.8 1.9 -2.5 2.7 3.5 -0.3 3.1 -7.8 -0.8 3.8 5.6 5.5 15.5
2013 2.7 4.3 4.7 3.6 -2.2 4.7 -1 1.9 -0 3.4 0.7 4.5 30.4
2014 0.2 2.9 2.7 -0.6 3.6 -1.3 0.9 3 -0.6 -1 4.5 -3.4 11.1
2015 -1.2 -0.4 6.8 -1.5 -5.1 2 -0.7 1.5 0 -1.4 6.9 -2.6 3.8
2016 0.3 1.2 -2.4 -0.5 -0.2 3.9 -1.4 1.9 -0.8 5.7 -0.2 -4.9 2.5
2017 0.5 3.2 3.2 1.8 0.7 1.9 -0.6 2.4 3.5 1.1 3 2.6 25.8
2018 -7 3.1 -4.5 1.2 3 4.1 1.4 1.5 -0.1 -1.1 -2.7 6.8 5
2019 -1 3.6 -0.2 -0.3 2.2 1.4 6.4 -2.8 3.6 3.8 5.6 6.9 32.6
2020 2.1 9.7 -2.8 -3.8 5.2 5.8 0.1 6.6 12.4 -9.1 -6.1 1.5 20.9
2021 1.6 -0.8 6.6 -4.9 2.6 5.6 3 -0.4 6.8 7.8 2.3 -7.2 24.3
2022 -6.9 7 6.7 -8.1 -4.9 9.7 -5.8 -0.8 -6.4 3.5 -5.7 -8.3 -20.2
2023 2.5 11.1 -2.7 -6.1 -0.6 2.5 5.9 -2.1 1.4 3.6 -4.5 5.1 15.8
2024 -4.8 0.9 4.4 0.2 0 0 0 0 0 0 0 0 1.8