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Calvert Global Energy Solutions A (CGAEX)
14.11
+0.14
(+1.00%)
At close: 8:00:26 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 61.14% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 9 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
CGAEX | Category Average | CGAEX | Category Average | CGAEX | Category Average |
|
Alpha
|
-9.59 | -0.01 | -8.34 | -0 | -3.62 | -0.01 |
|
BETA
|
1.17 | 0.01 | 1.22 | 0.01 | 1.23 | 0.01 |
|
Mean Annual Return
|
1.12 | 0.01 | 0.46 | 0.01 | 0.96 | 0.01 |
|
R-squared
|
59.04 | 0.84 | 74.38 | 0.79 | 78.15 | 0.78 |
|
Standard Deviation
|
18.22 | 0.23 | 20.92 | 0.18 | 20.36 | 0.18 |
|
Sharpe Ratio
|
0.49 | 0.01 | 0.08 | 0.01 | 0.44 | 0.01 |
|
Treynor Ratio
|
6.72 | 0.12 | -0.49 | 0.13 | 5.95 | 0.08 |
