CSECX
Calvert Equity-C
$37.90
-0.13 (-0.34%)
Currency in USD / Last Updated: 7/9/2024
Category | Large Cap Growth |
---|---|
Market Cap | 6811.237M |
52 Week High | 38.3 |
52 Week Low | 30.391 |
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Key Data
Symbol | CSECX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 37.9 |
Price Yesterday | 38.03 |
Market Cap | 6,811.24 |
YTD Return | 5.25% |
Expense Details
Deferred | 0.01 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0166 |
Overview
52 Week High | 38.30 |
---|---|
52 Week Low | 30.39 |
Market Cap | 6,811.24M |
Shares Outstanding | 179.72M |
Income Dividend Yield | 0.09% |
Long Term Dividend Yield | 2.55% |
Short Term Dividend Yield | 0.70% |
52 Week Yield (All) | 3.34% |
Returns Annualized
One Day | -57.84% |
---|---|
Five Days | 55.46% |
One Months | 5.13% |
Three Months | 3.17% |
Six Months | 13.84% |
Nine Months | 24.45% |
One Year | 14.97% |
Three Years | 4.10% |
Five Years | 11.21% |
Ten Years | 12.07% |
YTD | 10.44% |
Since Inception | 8.90% |
Returns Total
One Day | -0.34% |
---|---|
Five Days | 0.88% |
One Month | 0.40% |
Three Months | 0.77% |
Six Months | 6.58% |
Nine Months | 17.61% |
One Year | 14.95% |
Three Years | 12.75% |
Five Years | 69.89% |
Ten Years | 211.63% |
YTD | 5.25% |
Since Inception | 905.84% |
Yearly Returns
2024 | 5.25% |
---|---|
2023 | 17.08% |
2022 | -18.20% |
2021 | 27.96% |
2020 | 23.35% |
2019 | 35.44% |
2018 | 4.32% |
2017 | 24.84% |
2016 | 1.49% |
2015 | 2.91% |
Risk against SP-DA
Alpha | -11.13% |
---|---|
Beta | 0.89 |
Correlation | 88.24% |
Downside Deviation | 3.20% |
Coefficient of determination | 77.87% |
Standard Deviation | 3.24% |
Sharpe Ratio | -1.23 |
Sortino | -4.3 |
Treynor | 10.8 |
Ulcer Index | 3.66 |
Ulcer Performance Index | -3.76 |