None of the 29 investors followed here reported a position in CALF in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a CALF trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.3 | 1.6 | -2.7 | 7.0 | 4.3 | 1.1 | 7.1 | 6.2 | -7.5 | 4.1 | +25.1% | ||
| 2025 | 0.2 | -10.5 | -5.0 | -4.9 | 7.9 | 3.6 | 1.0 | 7.7 | 1.1 | -0.9 | 2.5 | -0.3 | +0.8% |
| 2024 | -1.9 | 2.8 | 1.5 | -6.7 | 1.7 | -6.6 | 11.6 | -4.8 | 0.5 | -4.8 | 7.9 | -7.9 | −8.4% |
| 2023 | 10.5 | -0.9 | -3.3 | -2.7 | -1.2 | 11.2 | 7.9 | -2.7 | -2.4 | -4.9 | 9.0 | 11.1 | +33.6% |
| 2022 | -5.3 | 2.0 | -2.9 | -5.2 | 0.7 | -12.1 | 12.7 | -3.4 | -11.4 | 15.4 | 5.1 | -8.8 | −15.9% |
| 2021 | 9.7 | 10.2 | 8.6 | 1.9 | 4.2 | 2.4 | -3.4 | 1.9 | -3.4 | 1.2 | 0.0 | -0.3 | +37.0% |
| 2020 | -6.2 | -11.2 | -22.5 | 18.9 | 4.8 | 7.9 | 4.4 | 6.4 | -2.9 | -0.6 | 17.3 | 5.7 | +15.2% |
| 2019 | 10.5 | 3.2 | -5.1 | 3.2 | -14.5 | 7.2 | 0.3 | -4.1 | 8.0 | 2.7 | 4.3 | 2.6 | +16.9% |
| 2018 | 1.2 | -2.2 | 2.1 | -0.6 | 8.0 | 1.4 | 0.7 | 3.6 | -3.6 | -9.1 | -1.8 | -10.0 | −11.2% |
| 2017 | -2.3 | -6.6 | 9.1 | -3.0 | 3.2 | 2.4 | +2.0% |
The index uses an objective, rules-based methodology to provide exposure to small-capitalization U.S. companies with high free cash flow yields. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in U.S.-listed small-capitalization equity securities that are the component securities of the index.