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Calvert Global Energy Solutions A (CGAEX)
14.11
+0.14
(+1.00%)
At close: 8:00:26 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.60% |
|---|---|
| 5y Average Return | 0.83% |
| Number of Years Up | 9 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Oct 30, 2026) | 61.14% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 61.14% |
| Worst 3Y Total Return | -7.28% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CGAEX
Category
- YTD
- 6.47%
- 12.99%
- 1-Month
- -5.06%
- 1.30%
- 3-Month
- -8.79%
- 6.38%
- 1-Year
- 10.65%
- 53.27%
- 3-Year
- 12.50%
- 14.94%
- 5-Year
- 3.39%
- 15.72%
- 10-Year
- 9.88%
- 9.30%
- Last Bull Market
- 47.16%
- 18.45%
- Last Bear Market
- -14.87%
- -25.47%
Annual Total Return (%) History
Year
CGAEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
7.42% | 8.67% | -8.79% | -- |
|
2025
|
-2.39% | 17.06% | 11.39% | 3.92% |
|
2024
|
-3.08% | -1.54% | 9.02% | -10.93% |
|
2023
|
8.54% | 1.44% | -12.26% | 9.09% |
|
2022
|
-6.54% | -14.87% | -6.89% | 11.16% |
|
2021
|
1.04% | 3.71% | -2.59% | 4.34% |
|
2020
|
-23.50% | 27.71% | 24.71% | 32.26% |
|
2019
|
13.80% | 4.73% | 0.00% | 11.72% |
|
2018
|
-2.93% | -4.38% | -0.43% | -13.08% |
|
2017
|
7.14% | 7.30% | 6.95% | 5.25% |
Rank in Category (By Total Return)
| YTD | 64 |
| 1-Month | 68 |
|---|---|
| 3-Month | 85 |
| 1-Year | 47 |
| 3-Year | 53 |
| 5-Year | 42 |
Load Adjusted Returns
| 1-Year | 4.84% |
| 3-Year | 10.49% |
|---|---|
| 5-Year | 2.28% |
| 10-Year | 9.29% |
Performance & Risk
| YTD Return | 1.60% |
| 5y Average Return | 0.83% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Small/Mid Stock |
| Fund Family | Calvert Research and Management |
| Net Assets | 173.38M |
| YTD Return | 6.47% |
| Yield | 0.48% |
| Morningstar Rating | |
| Inception Date | May 31, 2007 |
Fund Summary
The fund concentrates in the sustainable energy solutions industry and normally invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies whose main business is sustainable energy solutions. The index is composed of companies that manage energy use in a sustainable manner or that are actively engaged in facilitating the transition to a more sustainable economy through the reduction of greenhouse gas emissions and the expanded use of renewable energy sources.
