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.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 59.78% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 9 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CGACX | Category Average | CGACX | Category Average | CGACX | Category Average | |
| Alpha | -12.83 | -0.01 | -5.88 | -0 | -5.58 | -0.01 |
| BETA | 1.26 | 0.01 | 1.29 | 0.01 | 1.24 | 0.01 |
| Mean Annual Return | -0.33 | 0.01 | 1.1 | 0.01 | 0.49 | 0.01 |
| R-squared | 77.69 | 0.84 | 77.03 | 0.79 | 79.36 | 0.78 |
| Standard Deviation | 23.1 | 0.23 | 23.17 | 0.18 | 20.53 | 0.18 |
| Sharpe Ratio | -0.37 | 0.01 | 0.45 | 0.01 | 0.19 | 0.01 |
| Treynor Ratio | -8.71 | 0.12 | 6.49 | 0.13 | 1.47 | 0.08 |
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