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)

Lipper Peer3 Risk & Returns Scanner

CSIEX.O — More Risk, More Return

Roll over fund for details

CSIEX.O outperforms 70 funds in its category for 3 Year Return, which is higher than the category median.

CSIEX.O has a higher risk than 88 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare CSIEX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales Fee4.75%
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee0.60%
 
 
Max 12b-1 Fee Ratio0.25
 
 
Early Redemption Fee0.00%
 
Expense Ratio0.99
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$1,368 in fees
$20,233 before
 
$18,865 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Sep 23, 2020)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
CSIEX.O14.8951.2940.730.80.92
Lipper Lg-Cap Growth IX
Lipper Classification Index
18.5011.1380.3190.7580.885
S&P 500 TR IX
Broad-Based Index
17.5070.7740.7330.8020.917

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3Yr Return
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5Yr Return
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3Yr Return
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5Yr Return
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