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Calvert US Large Cap Core Rspnb Idx I (CISIX)
At close: December 11 at 6:45:16 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.04% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 27.71% |
| 5y Average Return | 15.79% |
| Rank in Category (ytd) | 35 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CISIX | Category Average | CISIX | Category Average | CISIX | Category Average | |
| Alpha | -1.83 | -0.01 | -0.28 | -0.01 | -0.32 | -0.01 |
| BETA | 1.05 | 0.01 | 1.02 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 0.91 | 0.01 | 1.37 | 0.01 | 1.15 | 0.01 |
| R-squared | 98.85 | 0.94 | 98.89 | 0.95 | 98.82 | 0.95 |
| Standard Deviation | 18.34 | 0.17 | 18.68 | 0.19 | 15.84 | 0.15 |
| Sharpe Ratio | 0.38 | 0 | 0.74 | 0.01 | 0.76 | 0.01 |
| Treynor Ratio | 5.29 | 0.03 | 12.84 | 0.1 | 11.14 | 0.1 |
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