Nasdaq - Delayed Quote USD
Calvert Small-Cap C (CSCCX)
27.05
+0.29
+(1.08%)
At close: 8:00:26 PM EDT
Fund Summary
The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of small companies. The manager defines small companies as those whose market capitalization falls within the range of the Russell 2000® Index at the time of investment. The fund may also invest up to 25% of its net assets in foreign securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 39.73% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -2.56% |
| 5y Average Return | 11.49% |
| Rank in Category (ytd) | 13 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CSCCX | Category Average | CSCCX | Category Average | CSCCX | Category Average | |
| Alpha | -9.16 | -0.09 | -5.42 | -0.06 | -5.04 | -0.06 |
| BETA | 1.06 | 0.01 | 0.97 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 0.35 | 0.01 | 0.84 | 0.01 | 0.64 | 0.01 |
| R-squared | 75.9 | 0.83 | 71.73 | 0.77 | 75.96 | 0.78 |
| Standard Deviation | 19.98 | 0.26 | 18.49 | 0.21 | 17.49 | 0.19 |
| Sharpe Ratio | -0.02 | 0 | 0.39 | 0.01 | 0.33 | 0.01 |
| Treynor Ratio | -2.23 | 0.08 | 6.07 | 0.1 | 4.41 | 0.09 |
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