Nasdaq - Delayed Quote USD
Calvert Global Energy Solutions I (CAEIX)
10.95
-0.03
(-0.27%)
At close: 8:00:09 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.39% |
| 5y Average Return | 11.37% |
| Number of Years Up | 8 |
| Number of Years Down | 9 |
| Best 1Y Total Return (May 6, 2025) | 61.50% |
| Worst 1Y Total Return (May 6, 2025) | -- |
| Best 3Y Total Return | 61.50% |
| Worst 3Y Total Return | -16.56% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CAEIX
Category
- YTD
- 1.13%
- 12.99%
- 1-Month
- 3.47%
- 1.30%
- 3-Month
- 0.75%
- 6.38%
- 1-Year
- 0.34%
- 53.27%
- 3-Year
- -1.21%
- 14.94%
- 5-Year
- 10.33%
- 15.72%
- 10-Year
- 4.93%
- 9.30%
- Last Bull Market
- 4.71%
- 18.45%
- Last Bear Market
- -14.79%
- -25.47%
Annual Total Return (%) History
Year
CAEIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -2.26% | -- | -- | -- |
| 2024 | -3.03% | -1.52% | 9.14% | -10.90% |
| 2023 | 8.58% | 1.50% | -12.21% | 9.20% |
| 2022 | -6.51% | -14.79% | -6.87% | 11.31% |
| 2021 | 1.10% | 3.73% | -2.55% | 4.44% |
| 2020 | -23.52% | 27.96% | 24.68% | 32.37% |
| 2019 | 13.76% | 4.81% | 0.14% | 11.79% |
| 2018 | -2.76% | -4.32% | -0.28% | -12.99% |
| 2017 | 7.21% | 7.36% | 7.00% | 5.26% |
| 2016 | -2.29% | -5.48% | 5.13% | -4.46% |
| 2015 | 6.50% | -1.80% | -16.95% | 12.01% |
| 2014 | 2.65% | 2.58% | -9.42% | -6.10% |
| 2013 | 9.24% | 6.50% | 7.18% | 7.69% |
| 2012 | 11.97% | -12.59% | 2.37% | 8.48% |
| 2011 | 12.39% | -11.79% | -30.82% | -2.96% |
| 2010 | -10.15% | -18.53% | 12.25% | -2.28% |
| 2009 | -9.99% | 28.42% | 11.28% | -3.88% |
| 2008 | -15.86% | 5.17% | -28.32% | -33.79% |
| 2007 | 5.75% | 19.43% | -- | -- |
Rank in Category (By Total Return)
| YTD | 24 |
| 1-Month | 12 |
| 3-Month | 13 |
| 1-Year | 61 |
| 3-Year | 70 |
| 5-Year | 30 |
Load Adjusted Returns
| 1-Year | 0.34% |
| 3-Year | -1.21% |
| 5-Year | 10.33% |
| 10-Year | 4.93% |
Performance & Risk
| YTD Return | 3.39% |
| 5y Average Return | 11.37% |
| Rank in Category (ytd) | 24 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.29 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Small/Mid Stock |
| Fund Family | Calvert Research and Management |
| Net Assets | 126.34M |
| YTD Return | 1.13% |
| Yield | 1.16% |
| Morningstar Rating | |
| Inception Date | May 31, 2007 |
Fund Summary
The fund concentrates in the sustainable energy solutions industry and normally invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies whose main business is sustainable energy solutions. The index is composed of companies that manage energy use in a sustainable manner or that are actively engaged in facilitating the transition to a more sustainable economy through the reduction of greenhouse gas emissions and the expanded use of renewable energy sources.
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