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 -2.9 4.6 -5.7 -0.6 -0.4 4.5 1.6 5 0 0 0 0 0
2006 1.7 2.3 4 2.3 3.4 0.4 -2.3 -3.8 0.8 5 -1.1 7 21
2007 -1.7 -3.6 0.6 3.9 -0.1 -6.9 -0.8 4.1 0.8 0.8 -0.2 1.3 -2.1
2008 6.7 -10.1 -19.6 -6.8 2.6 0.2 -9.1 4.3 4.8 -0.4 -1.2 -7.5 0
2009 6.4 0.4 -3.8 4.2 2 7.7 1.8 -1.3 16.5 5.6 -8.5 -8.5 21.6
2010 7.1 3.4 3.7 10.6 -8.5 7.1 -8 -8.2 6.2 7.8 5.7 -2.4 0
2011 -1.9 -0.1 14.1 -9.9 -9.1 -3.7 0.5 -3.4 3.1 2.2 5.7 0.3 -4.2
2012 2.6 1.8 -3.5 3.5 4.1 1.3 3.1 -5.9 -2.5 2 3.7 5.7 16.2
2013 1.3 3.8 1.9 4.7 -4 7.7 -0.6 5.5 2 4.6 3.8 5.3 41.9
2014 1.6 1.3 6.5 -3.8 3.6 -5.5 4.7 1.5 -2.9 1.4 3.6 -3.6 7.7
2015 -4.9 0.1 5.1 -2.2 -4.4 -0.3 2.1 -0.5 0 1.2 7.1 -3.3 -0.6
2016 3.8 11.4 -3.5 0.7 -0.4 4 0.5 1.6 0.3 7.3 0.3 -5.8 20.6
2017 0.3 4 1.3 4.3 -1.2 0.2 2.3 -0.8 0.2 0.9 2.6 -0.8 13.9
2018 -10.4 2.5 -9.9 -0.4 4 1.7 0.9 5.8 -0.3 0.9 -3.5 3.4 -6.6
2019 -0.4 3 -0.3 0.4 -2.8 1.9 7 -4.6 4.6 -1.2 5.5 10.1 0
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 14.8
2021 -0.3 -4 5 -3 1.5 0.2 -0.3 0.4 3 10.5 6.2 -6.5 12.1
2022 -6.2 3.7 11.1 -8.2 -5.7 9 -5.8 -2.4 -6.6 -1 3.2 -7.5 -17.1
2023 8.9 7.5 -5 -6.9 -3.5 2.6 6.7 -3.9 -0.5 -2.7 0 9.5 11.4
2024 -5.9 4.3 5.2 -2.3 0 0 0 0 0 0 0 0 0.9