Overview

Description

The Calvert Global Energy Research Index ("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. The Index universe consists of companies that satisfy minimum market capitalization and liquidity thresholds and are significantly involved in business activities in the sustainable energy solutions sector that are consistent with the Calvert Principles for Responsible Investment. The Index is reconstituted annually in June and rebalanced quarterly.
 

Historical Returns (%) as of Dec 31, 2017

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Since Inception
07/15/2016
01/31/2018
Calvert Global Energy Research Index 3.86 5.75 3.86 31.26 22.62
MSCI All Country World Index1 5.64 9.42 5.64 27.48 11.89 11.01 21.64
12/31/2017
Calvert Global Energy Research Index 2.27 5.92 30.98 30.98 20.91
MSCI All Country World Index1 1.61 5.73 23.97 23.97 9.29 10.79 18.50
Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.
 

Index Facts

Price Ticker Symbol CALNRG
Total Return Ticker Symbol CALNRGNT

Top 10 Constituents (%) as of Dec 31, 2017

Infineon Technologies AG
ABB Ltd
Emerson Electric Co
Schneider Electric SE
Umicore SA
Eaton Corp PLC
Daikin Industries Ltd
Samsung SDI Co Ltd
Johnson Controls International plc
Tesla Inc
Total 9.44

Performance

Historical Returns (%) as of Dec 31, 2017

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Since Inception
07/15/2016
01/31/2018
Calvert Global Energy Research Index 3.86 5.75 3.86 31.26 22.62
MSCI All Country World Index1 5.64 9.42 5.64 27.48 11.89 11.01 21.64
12/31/2017
Calvert Global Energy Research Index 2.27 5.92 30.98 30.98 20.91
MSCI All Country World Index1 1.61 5.73 23.97 23.97 9.29 10.79 18.50
Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.
 

Calendar Year Returns (%)

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Calvert Global Energy Research Index 30.98
MSCI All Country World Index1 -42.19 34.63 12.67 -7.35 16.13 22.80 4.16 -2.36 7.86 23.97

Portfolio

Index Statistics as of Dec 31, 2017

Median Market Cap $9.1B
Average Market Cap $30.7B
Price/Earnings Ratio 16.72
Price/Book Ratio 2.05
Number of Constituents 158

Sector Breakdown (%) as of Dec 31, 2017

Sector Index
Energy Efficiency 25.31
Energy Producer 28.06
Energy Technology 23.98
Leader/Solution Providers 22.65
 

Index Constituents (%)2 as of Dec 31, 2017

Holding % of Index
Infineon Technologies AG 1.05%
ABB Ltd 0.98%
Emerson Electric Co 0.97%
Schneider Electric SE 0.94%
Umicore SA 0.92%
Eaton Corp PLC 0.92%
Daikin Industries Ltd 0.92%
Samsung SDI Co Ltd 0.92%
Johnson Controls International plc 0.92%
Tesla Inc 0.91%
View All

Literature

Literature

White Papers

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Index Rules and Methodology

Download - Last updated: Jan 1, 2018