Nasdaq - Delayed Quote USD

Calvert Emerging Markets Equity R6 (CVMRX)

19.19
-0.05
(-0.26%)
At close: 8:00:53 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.70%
5y Average Return 5.97%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (May 21, 2025) 24.95%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 24.95%
Worst 3Y Total Return -9.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CVMRX
Category
YTD
4.83%
8.73%
1-Month
1.81%
1.20%
3-Month
3.27%
5.47%
1-Year
9.35%
41.79%
3-Year
2.81%
11.48%
5-Year
4.80%
12.18%
10-Year
3.66%
4.39%
Last Bull Market
5.55%
17.73%
Last Bear Market
-14.90%
-25.55%

Annual Total Return (%) History

Year
CVMRX
Category
2025
--
--
2024
6.37%
--
2023
4.80%
--
2022
-22.47%
--
2021
-7.38%
--
2020
24.95%
17.90%
2019
22.81%
19.25%
2018
--
-16.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.97% -- -- --
2024 2.03% 5.37% 7.27% -7.77%
2023 4.47% -0.31% -6.13% 7.20%
2022 -9.17% -14.90% -8.82% 10.01%
2021 2.43% 1.45% -8.23% -2.87%
2020 -23.63% 20.53% 12.47% 20.69%
2019 11.26% 1.41% -2.12% 11.21%
2018 -11.15% -1.32% -5.51% --

Rank in Category (By Total Return)

YTD 24
1-Month 30
3-Month 19
1-Year 26
3-Year 78
5-Year 79

Load Adjusted Returns

1-Year 9.35%
3-Year 2.81%
5-Year 4.80%
10-Year 3.66%

Performance & Risk

YTD Return 11.70%
5y Average Return 5.97%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family Calvert Research and Management
Net Assets 1.17B
YTD Return 4.83%
Yield 0.59%
Morningstar Rating
Inception Date Feb 01, 2018

Fund Summary

The fund normally invests at least 80% of its assets, including borrowings for investment purposes, in equity securities of companies located in emerging market countries. It may invest in companies of any market capitalization but seeks to have market capitalization size characteristics similar to that of the MSCI Emerging Markets Index.

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