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Calvert International Responsible Idx I (CDHIX)

30.81 +0.12 (+0.39%)
At close: 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 6.60%
5y Average Return 6.85%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Nov 21, 2024) 25.30%
Worst 1Y Total Return (Nov 21, 2024) --
Best 3Y Total Return 25.30%
Worst 3Y Total Return 1.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CDHIX
Category
YTD
7.68%
9.07%
1-Month
-5.00%
-1.09%
3-Month
-1.27%
5.12%
1-Year
24.92%
33.76%
3-Year
1.69%
8.50%
5-Year
7.19%
10.08%
10-Year
0.00%
5.80%
Last Bull Market
22.82%
14.90%
Last Bear Market
-14.69%
-23.70%

Annual Total Return (%) History

Year
CDHIX
Category
2024
--
--
2023
19.99%
--
2022
-19.20%
--
2021
12.54%
--
2020
15.32%
9.30%
2019
24.40%
21.59%
2018
-13.67%
-14.59%
2017
25.30%
25.12%

2016
0.50%
0.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.87% 0.13% 6.91% --
2023 9.56% 3.80% -5.82% 12.03%
2022 -8.48% -14.69% -10.87% 16.10%
2021 3.14% 6.06% -1.50% 4.44%
2020 -21.15% 17.74% 7.01% 16.07%
2019 10.29% 4.28% -0.09% 8.26%
2018 -0.80% -2.58% 2.04% -12.45%
2017 8.10% 6.82% 4.86% 3.48%
2016 -1.69% -1.56% 6.19% -2.20%

Rank in Category (By Total Return)

YTD 46
1-Month 53
3-Month 60
1-Year 16
3-Year 55
5-Year 19

Load Adjusted Returns

1-Year 24.92%
3-Year 1.69%
5-Year 7.19%
10-Year --

Performance & Risk

YTD Return 6.60%
5y Average Return 6.85%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Foreign Large Blend
Fund Family Calvert Research and Management
Net Assets 1.07B
YTD Return 7.68%
Yield 1.86%
Morningstar Rating
Inception Date Feb 01, 2019

Fund Summary

The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. The index measures the investment return of stocks issued by companies that are located in countries (other than the U.S.) with developed markets.

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