Nasdaq - Delayed Quote USD

Calvert US Large Cap Growth Rspnb Idx A (CGJAX)

70.76 +0.87 (+1.24%)
At close: 8:00:16 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 30.46%
5y Average Return 18.53%
Number of Years Up 7
Number of Years Down 1
Best 1Y Total Return (Dec 10, 2024) 38.28%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 38.28%
Worst 3Y Total Return 7.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CGJAX
Category
YTD
29.03%
12.38%
1-Month
6.42%
5.09%
3-Month
7.92%
10.28%
1-Year
35.32%
41.70%
3-Year
9.67%
22.56%
5-Year
18.14%
21.98%
10-Year
0.00%
15.99%
Last Bull Market
28.38%
25.99%
Last Bear Market
-19.70%
-17.29%

Annual Total Return (%) History

Year
CGJAX
Category
2024
--
--
2023
36.35%
--
2022
-27.02%
--
2021
25.79%
--
2020
38.28%
35.86%
2019
35.02%
31.90%
2018
0.38%
-2.09%
2017
26.99%
27.67%

2016
4.03%
3.23%
2015
--
3.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.58% 5.77% 4.71% --
2023 12.78% 11.27% -4.06% 13.25%
2022 -8.60% -19.70% -4.02% 3.61%
2021 1.80% 10.13% 1.16% 10.91%
2020 -13.41% 27.03% 12.22% 12.03%
2019 15.94% 4.20% 1.33% 10.29%
2018 1.66% 4.89% 10.28% -14.63%
2017 8.68% 5.01% 4.64% 6.34%
2016 -0.35% 0.10% 4.87% -0.55%
2015 -5.45% 6.72% -- --

Rank in Category (By Total Return)

YTD 62
1-Month 51
3-Month 58
1-Year 61
3-Year 29
5-Year 26

Load Adjusted Returns

1-Year 28.89%
3-Year 7.90%
5-Year 16.99%
10-Year --

Performance & Risk

YTD Return 30.46%
5y Average Return 18.53%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Calvert Research and Management
Net Assets 742.19M
YTD Return 29.03%
Yield 0.27%
Morningstar Rating
Inception Date Feb 01, 2022

Fund Summary

The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest 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 growth companies that operate their businesses in a manner consistent with The Calvert Principles for Responsible Investment (the “Calvert Principles”).

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