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Calvert Small/Mid-Cap A (EVSEX)

Nasdaq - Nasdaq Prezzo differito. Valuta in USD.
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23,30-0,16 (-0,68%)
Alla chiusura: 09:01PM EDT

Panoramica delle performance

Rating di Morningstar (rendimento)N/D1
Rendimento dall'inizio dell'anno-0,27%
Rendimento medio quinquennale3,87%
Numero di anni in rialzo39
Numero di anni in ribasso15
Miglior rendimento complessivo in 1 anno (2 ott 2023)36,54%
Peggior rendimento complessivo in 1 anno (2 ott 2023)N/D
Miglior rendimento complessivo in 3 anni36,54%
Peggior rendimento complessivo in 3 anni-0,98%

Rendimento ultimi 12 mesi (%) rispetto a Benchmark

I periodi di tempo superiori a un anno vengono annualizzati.
RendimentoEVSEXCategoria
YTD-0,27%10,80%
1 mese-8,80%4,43%
3 mesi-8,42%7,00%
1 anno6,16%48,17%
3 anni5,47%21,26%
5 anni3,87%20,18%
10 anni6,71%14,07%
Ultimo mercato al rialzo35,60%27,14%
Ultimo mercato in ribasso-15,49%-21,26%

Storico del rendimento totale annuo (%)

Anno
EVSEXCategoria
2023
N/DN/D
2022
-17,09%N/D
2021
18,87%N/D
2020
12,81%39,26%
2019
28,12%32,52%
2018
-4,95%-6,65%
2017
15,38%23,91%
2016
15,44%6,03%
2015
-3,00%-0,95%
2014
1,77%7,00%
2013
36,54%34,93%
2012
6,62%14,07%
2011
-4,33%-3,96%
2010
23,95%24,61%
2009
35,08%39,11%
2008
-42,02%-43,77%
2007
22,17%15,09%
2006
16,97%9,00%
2005
6,96%9,84%
2004
3,72%13,23%
2003
30,95%35,96%
2002
-32,88%-27,24%
2001
-23,94%-19,98%
2000
-9,02%-4,78%
1999
42,29%60,49%
1998
15,82%18,76%
1997
14,17%17,98%
1996
23,76%18,11%
1995
23,31%34,57%
1994
-9,60%-1,85%
1993
1,14%13,88%
1992
2,71%7,07%
1991
57,25%49,71%
1990
2,51%-5,37%
1989
23,70%29,88%
1988
11,15%13,53%
1987
2,10%1,89%
1986
-1,78%14,39%
1985
18,51%30,69%
1984
-2,29%-6,83%
1983
10,07%21,55%
1982
32,63%28,59%
1981
7,17%-4,91%
1980
42,81%46,00%
1979
34,72%38,21%
1978
14,86%14,76%
1977
2,14%2,75%
1976
11,98%22,75%
1975
32,76%32,54%
1974
-45,29%-29,70%
1973
-33,56%-28,53%
1972
23,36%26,38%
1971
28,05%27,99%
1970
-11,69%-15,15%
1969
-7,19%-16,60%
1968
N/D15,96%

Rendimenti trimestrali passati (%)

AnnoT1T2T3T4
20236,94%1,91%N/DN/D
2022-5,20%-15,49%-5,29%9,27%
20218,30%4,02%-3,07%8,86%
2020-24,86%17,91%4,33%22,04%
201915,39%6,56%-0,18%4,39%
20180,26%6,81%5,10%-15,55%
20174,22%2,18%3,66%4,51%
20162,46%1,73%3,38%7,14%
20156,19%1,51%-9,09%-1,01%
20141,13%2,15%-4,65%3,31%
201313,16%-0,16%11,55%8,35%
201210,30%-6,84%3,00%0,74%
20118,41%-1,16%-19,32%10,67%
20106,53%-7,74%10,28%14,35%
2009-7,88%14,60%19,40%7,17%
2008-7,98%17,54%-19,76%-33,19%
20077,74%11,67%-0,43%1,99%
200613,05%-5,85%0,41%9,45%
2005-3,38%-0,22%8,32%2,42%
2004-1,09%-1,11%-4,70%11,27%
2003-3,72%15,77%4,88%12,01%
2002-6,54%-16,67%-17,04%3,87%
2001-27,31%18,31%-32,14%30,33%
200018,80%-5,24%-2,34%-17,25%
1999-4,73%12,50%2,17%29,94%
199813,21%-0,63%-16,92%23,93%
1997-12,07%19,85%8,41%-0,06%
19964,01%7,83%4,36%5,74%
19955,67%3,44%8,64%3,84%
1994-8,07%-7,87%7,28%-0,51%
1993-3,34%-2,07%6,46%0,36%
1992-5,46%-8,56%5,59%12,52%
199126,87%-2,43%9,37%16,15%
19900,71%13,77%-20,45%12,46%
19894,61%7,70%10,66%-0,78%
19887,13%4,95%-1,95%0,83%
198719,14%-1,09%6,60%-18,72%
198612,34%5,85%-17,96%0,67%
19857,08%5,25%-9,34%15,99%
1984-9,89%1,38%5,77%1,12%
19838,38%8,43%-2,63%-3,81%
1982-4,26%0,73%14,03%20,61%
19816,10%1,30%-10,73%11,70%
1980-6,31%14,62%21,05%9,87%
19797,48%5,12%12,05%6,41%
1978-3,84%14,68%10,12%-5,41%
1977-9,76%8,42%-0,34%4,75%
197616,03%-1,27%-4,18%2,01%
197531,31%18,45%-16,82%2,62%
1974-7,86%-19,32%-33,80%11,17%
1973-14,82%-14,80%17,37%-22,00%
197214,14%7,54%-5,51%6,36%
197114,43%4,81%0,22%6,54%
1970-7,85%-22,30%14,51%7,71%
1969-6,37%-7,46%1,90%5,12%
196810,93%6,21%N/DN/D

Classifica di categoria (per rendimento complessivo)

YTD89
1 mese59
3 mesi83
1 anno53
3 anni15
5 anni76

Rendimento con rettifica delle commissioni

1 anno3,32%
3 anni5,84%
5 anni4,36%
10 anni7,64%