Nasdaq - Delayed Quote USD

Calvert US Large Cap Core Rspnb Idx C (CSXCX)

47.18 +1.29 (+2.81%)
At close: 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 20.54%
5y Average Return 14.10%
Number of Years Up 16
Number of Years Down 7
Best 1Y Total Return (Nov 5, 2024) 33.08%
Worst 1Y Total Return (Nov 5, 2024) --
Best 3Y Total Return 33.08%
Worst 3Y Total Return 6.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSXCX
Category
YTD
18.81%
5.31%
1-Month
-0.96%
-4.19%
3-Month
3.19%
3.90%
1-Year
37.69%
20.31%
3-Year
5.90%
6.48%
5-Year
14.02%
11.78%
10-Year
11.75%
10.96%
Last Bull Market
27.28%
25.56%
Last Bear Market
-17.64%
-15.11%

Annual Total Return (%) History

Year
CSXCX
Category
2024
--
--
2023
26.00%
22.32%
2022
-22.43%
-16.96%
2021
24.38%
26.07%
2020
24.87%
15.83%
2019
31.44%
28.78%
2018
-5.09%
-6.27%
2017
19.82%
20.44%

2016
9.53%
10.37%
2015
-0.02%
-1.07%
2014
12.88%
10.96%
2013
33.08%
31.50%
2012
16.02%
14.96%
2011
-1.54%
-1.27%
2010
12.00%
14.01%
2009
32.93%
28.17%
2008
-40.65%
-37.79%
2007
1.64%
6.16%
2006
10.20%
14.17%
2005
2.10%
5.88%
2004
6.64%
10.02%
2003
28.43%
27.05%
2002
-25.49%
-22.25%
2001
-15.02%
-13.50%
2000
--
-6.31%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.82% 3.42% 5.62% --
2023 7.86% 8.39% -4.24% 12.54%
2022 -7.27% -17.64% -4.62% 6.48%
2021 4.86% 7.96% 0.34% 9.50%
2020 -18.46% 22.39% 10.40% 13.34%
2019 13.90% 4.28% 1.35% 9.18%
2018 -0.38% 2.01% 8.58% -13.98%
2017 6.29% 2.64% 3.76% 5.85%
2016 0.18% 1.32% 4.55% 3.22%
2015 1.57% 0.94% -7.42% 5.34%

2014 1.41% 3.81% 1.46% 5.68%
2013 10.28% 3.40% 5.87% 10.24%
2012 15.59% -4.71% 5.95% -0.58%
2011 4.27% -0.26% -13.80% 9.83%
2010 5.39% -11.68% 9.62% 9.77%
2009 -9.19% 18.01% 17.15% 5.89%
2008 -10.62% -5.18% -5.66% -25.76%
2007 -0.32% 5.04% 1.47% -4.34%
2006 3.31% -3.89% 5.58% 5.13%
2005 -5.38% 1.64% 3.04% 3.04%
2004 0.78% 1.25% -4.29% 9.18%
2003 -2.86% 15.86% 2.54% 11.28%
2002 -2.03% -15.52% -17.93% 9.69%
2001 -14.63% 6.51% -17.56% 13.36%
2000 -1.60% -13.31% -- --

Rank in Category (By Total Return)

YTD 52
1-Month 53
3-Month 53
1-Year 35
3-Year 79
5-Year 53

Load Adjusted Returns

1-Year 36.69%
3-Year 5.90%
5-Year 14.02%
10-Year 11.75%

Performance & Risk

YTD Return 20.54%
5y Average Return 14.10%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Calvert Research and Management
Net Assets 5.62B
YTD Return 18.81%
Yield 0.15%
Morningstar Rating
Inception Date Oct 03, 2017

Fund Summary

The fund normally invests at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. The index is composed of the common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

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