Calvert Equity Fund (CSIEX.O)

At A Glance

You hold CSIEX.O in 0 portfolios

Net Asset Value

62.04USD

 0.66 +1.08%

09/22/2020

Category
US Diversified Equity
YTD Return (Cumulative)
 12.43%
Classification
Large-Cap Growth
5 Year Return (Annualized)
 17.14%
Manager Benchmark
Lipper Lg-Cap Growth IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Total Return Performance (as of Sep 22, 2020)

Cumulative Performance
Fund or Index1 Day1 Week4 Weeks13 WeeksYTD1 Year
CSIEX.O 1.08% 2.41% 1.43% 7.61% 12.43% 18.20%

Lipper Lg-Cap Growth IX

 1.36% 2.30% 3.50% 9.10% 22.30% 33.00%
Percentile Rank
CSIEX.O vs. Category
93892749195
Annualized Performance
3 Year5 Year10 YearSince Inception
CSIEX.O 19.98% 16.66% 14.66% 9.30%
Aug 24, 1987

Lipper Lg-Cap Growth IX

 20.20% 17.80% 15.80%--
Percentile Rank
CSIEX.O vs. Category
486375--

Quarter-To-Quarter

CSIEX.O
vs.
Equity Funds

Lipper Leaders Rating Overall

Total
Return
Consistent
Return
Capital
Preservation
ExpenseTax
Efficiency
Overview
Overall Rating
Peers with Rating*
606 Funds
605 Funds
12131 Funds
171 Funds
604 Funds

CSIEX.O Performance

1 Year
(Cumulative)
Category Range
SEC Performance
as of Aug 31, 2020
 15.55%
After Tax
Pre-Liquidation
as of Aug 31, 2020
 14.76%
After Tax
Post-Liquidation
as of Aug 31, 2020
 9.60%

Distributions

1 YR Dividend Income / Share(by US Dollar)

CSIEX.O returned $1.58 in dividend income over the past year which was  Above the median for the US Diversified Equity and is in the 70th percentile of funds in this category.
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