Nasdaq - Delayed Quote USD
Calvert Global Energy Solutions C (CGACX)
9.28
-0.07
(-0.75%)
As of 8:05:20 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.20% |
| 5y Average Return | 9.67% |
| Number of Years Up | 8 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Apr 15, 2025) | 59.78% |
| Worst 1Y Total Return (Apr 15, 2025) | -- |
| Best 3Y Total Return | 59.78% |
| Worst 3Y Total Return | -17.86% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CGACX
Category
- YTD
- -2.56%
- 12.99%
- 1-Month
- -2.06%
- 1.30%
- 3-Month
- -2.56%
- 6.38%
- 1-Year
- -7.34%
- 53.27%
- 3-Year
- -6.34%
- 14.94%
- 5-Year
- 11.15%
- 15.72%
- 10-Year
- 3.79%
- 9.30%
- Last Bull Market
- 4.14%
- 18.45%
- Last Bear Market
- -15.01%
- -25.47%
Annual Total Return (%) History
Year
CGACX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -2.56% | -- | -- | -- |
| 2024 | -3.30% | -1.75% | 8.82% | -11.06% |
| 2023 | 8.27% | 1.27% | -12.39% | 8.89% |
| 2022 | -6.68% | -15.01% | -7.11% | 11.04% |
| 2021 | 0.85% | 3.46% | -2.77% | 4.11% |
| 2020 | -23.74% | 27.58% | 24.41% | 32.02% |
| 2019 | 13.60% | 4.41% | 0.00% | 11.57% |
| 2018 | -3.11% | -4.67% | -0.46% | -13.29% |
| 2017 | 6.86% | 7.09% | 6.62% | 5.16% |
| 2016 | -2.81% | -5.77% | 4.86% | -4.62% |
| 2015 | 6.01% | -2.24% | -17.25% | 11.81% |
| 2014 | 2.24% | 2.33% | -9.76% | -6.37% |
| 2013 | 8.89% | 6.12% | 6.73% | 7.36% |
| 2012 | 11.46% | -12.94% | 1.83% | 8.00% |
| 2011 | 12.08% | -12.16% | -31.07% | -3.23% |
| 2010 | -10.57% | -18.75% | 11.75% | -2.63% |
| 2009 | -10.41% | 28.08% | 10.80% | -4.09% |
| 2008 | -16.16% | 4.83% | -28.60% | -34.01% |
| 2007 | 19.06% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 43 |
| 1-Month | 26 |
| 3-Month | 43 |
| 1-Year | 72 |
| 3-Year | 81 |
| 5-Year | 47 |
Load Adjusted Returns
| 1-Year | -8.27% |
| 3-Year | -6.34% |
| 5-Year | 11.15% |
| 10-Year | 3.79% |
Performance & Risk
| YTD Return | -4.20% |
| 5y Average Return | 9.67% |
| Rank in Category (ytd) | 43 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.26 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Small/Mid Stock |
| Fund Family | Calvert-OE |
| Net Assets | 125.96M |
| YTD Return | -2.56% |
| Yield | 0.06% |
| 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.
Related Tickers
USERX U.S. Global Investors Gold & Precious Metals Fund
16.76
+3.39%
FGADX Franklin Gold and Precious Metals Adv
30.15
+3.04%
FGPMX Franklin Gold and Precious Metals R6
30.65
+3.03%
FRGOX Franklin Gold and Precious Metals C
23.62
+3.01%
FKRCX Franklin Gold and Precious Metals A
27.45
+3.00%
INIYX VanEck International Investors Gold Y
16.63
+2.72%
INIIX VanEck International Investors Gold I
22.72
+2.71%
INIVX VanEck International Investors Gold A
16.02
+2.69%
AVALX Aegis Value I
40.79
+2.59%
FEURX First Eagle Gold R6
38.34
+2.10%
FNARX Fidelity Natural Resources Fund
41.34
+1.52%
ENPIX ProFunds UltraSector Energy Fund
34.84
+1.22%
ENPSX ProFunds UltraSector Energy Fund
29.49
+1.20%
BIVIX Invenomic Institutional
16.74
+0.97%
BIVRX Invenomic Investor
16.39
+0.92%
CPCEX Counterpoint Tactical Equity C
21.28
+0.90%
BIVSX Invenomic Super Institutional
16.98
+0.89%
CPAEX Counterpoint Tactical Equity A
22.80
+0.88%
CPIEX Counterpoint Tactical Equity I
23.32
+0.87%
LSHUX Kinetics Spin-Off and Corp Rest Instl
35.61
+0.79%
LSHEX Kinetics Spin-Off and Corp Rest No Load
37.34
+0.78%
LSHAX Kinetics Spin-Off and Corp Rest Adv A
35.33
+0.77%
LSHCX Kinetics Spin-Off and Corp Rest Adv C
31.69
+0.76%
RYGBX Rydex Government Long Bd 1.2x Strat Inv
103.78
+0.75%
KNPAX Kinetics Paradigm Adv A
138.46
+0.70%
KNPCX Kinetics Paradigm Adv C
122.80
+0.70%
KNPYX Kinetics Paradigm Instl
148.21
+0.69%
WWNPX Kinetics Paradigm No Load
146.05
+0.69%
FIQRX Fidelity Advisor Global Commodity Stk Z
17.61
+0.69%
HNRIX Hennessy Energy Transition Instl
25.58
+0.67%
COBYX The Cook & Bynum
16.82
+0.66%
HNRGX Hennessy Energy Transition Investor
24.99
+0.64%
MOWNX Moerus Worldwide Value N
16.38
+0.61%
MOWIX Moerus Worldwide Value Institutional
16.42
+0.55%
KMKNX Kinetics Market Opportunities No Load
82.32
+0.49%
KMKCX Kinetics Market Opportunities Adv C
76.49
+0.49%
KMKAX Kinetics Market Opportunities Adv A
80.78
+0.49%
KMKYX Kinetics Market Opportunities Inst
83.77
+0.48%
KSCYX Kinetics Small Cap Opportunities Inst
185.03
+0.47%
KSOAX Kinetics Small Cap Opportunities Adv A
172.54
+0.47%
KSCOX Kinetics Small Cap Opportunities No Load
180.32
+0.46%
KSOCX Kinetics Small Cap Opportunities Adv C
161.17
+0.46%
KINAX Kinetics Internet Adv A
89.13
+0.45%
WWWFX Kinetics Internet No Load
98.98
+0.45%
KINCX Kinetics Internet Adv C
72.38
+0.44%
RMLPX Recurrent MLP & Infrastructure Class I
22.87
+0.44%
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
32.53
+0.43%
VGISX Virtus Duff & Phelps Glb Rl Estt Secs I
32.61
+0.43%
CADOX Columbia Minnesota Tax-Exempt Inst2
18.84
+0.43%
CMNZX Columbia Minnesota Tax-Exempt Inst
18.85
+0.43%
VGSCX Virtus Duff & Phelps Glb Rl Estt Secs C
31.63
+0.41%
NGJFX Nuveen Global Real Estate Securities R6
17.87
+0.39%
NGJIX Nuveen Global Real Estate Securities I
17.87
+0.39%
VGSAX Virtus Duff & Phelps Glb Rl Estt Secs A
33.65
+0.39%
CNFRX Columbia Bond Inst2
29.52
+0.37%
CNDAX Columbia Bond A
29.60
+0.37%
CBFYX Columbia Bond Inst3
29.66
+0.37%
CNYRX Columbia Strat New York Muncpl Inc Inst2
25.03
+0.36%
GLIFX Lazard Global Listed Infrastructure Portfolio
16.69
+0.36%
GLFOX Lazard Global Listed Infrastructure Portfolio
16.70
+0.36%
CNYZX Columbia Strat New York Muncpl Inc Inst
25.09
+0.36%
CNTYX Columbia Strat New York Muncpl Inc Inst3
25.11
+0.36%
CCAZX Columbia Strat CA Muncpl Inc Inst
25.87
+0.35%
CCXYX Columbia Strategic California Municipal Income Fund
26.01
+0.35%
UMMDX Columbia Bond Fund - S
29.59
+0.34%
UMMGX Columbia Bond Fund
29.59
+0.34%
VCOBX Vanguard Core Bond Fund
17.88
+0.34%
CLDIX Calvert Core Bond I
15.66
+0.32%
PGRQX PGIM Global Real Estate R6
19.00
+0.32%
KGLAX Kinetics The Global Fund
16.13
+0.31%
GIUSX Guggenheim Core Bond Fund Institutional
16.17
+0.31%
SIUSX Guggenheim Core Bond Fund A
16.19
+0.31%
WWWEX Kinetics Global No Load
16.26
+0.31%
PTIMX Performance Trust Municipal Bond Instl
21.98
+0.31%
GIBAX Guggenheim Total Return Bond A
23.55
+0.30%
GIBIX Guggenheim Total Return Bond Instl
23.57
+0.30%
GIBRX Guggenheim Total Return Bond R6
23.58
+0.30%
BISRX Brandes International Small Cap Equity Fund
20.65
+0.29%
MGBIX AMG GW&K ESG Bond I
21.52
+0.28%
PTAOX Performance Trust Total Return Bd A
19.50
+0.27%
VGCAX Vanguard Global Credit Bond Admiral
18.91
+0.27%
BINCX Brandes International Small Cap Equity Fund
19.44
+0.26%
CLDAX Calvert Core Bond A
15.63
+0.26%
CLDRX Calvert Core Bond Income R6
15.65
+0.26%
SIUPX Guggenheim Core Bond Fund P
16.20
+0.25%
BISAX Brandes International Small Cap Equity Fund
20.35
+0.25%
BISMX Brandes International Small Cap Equity Fund
20.50
+0.24%
PTIAX Performance Trust Total Return Bd Inst
19.47
+0.24%
LSIZX Columbia Strategic Income Inst
21.26
+0.24%
NPSAX Nuveen Preferred Secs & Inc A
15.23
+0.20%
NPSRX Nuveen Preferred Secs & Inc I
15.25
+0.20%
NPSFX Nuveen Preferred Secs & Inc R6
15.29
+0.20%
CPHUX Columbia Strategic Income Inst3
21.18
+0.19%
CTIVX Columbia Strategic Income Inst2
21.28
+0.19%
VLPAX Virtus Duff & Phelps Sel MLP & Engy A
16.20
+0.19%
DPIIX Destra Flaherty & Crumrine Preferred and Income Fund
16.36
+0.18%
DPIAX Destra Flaherty & Crumrine Preferred and Income Fund
16.44
+0.18%
BLUEX AMG Veritas Global Real Return I
39.62
+0.18%
AIFRX abrdn Global Infrastructure Instl
23.93
+0.17%
GMODX GMO Opportunistic Income Fund
24.35
+0.16%