Nasdaq - Delayed Quote USD
Calvert US Large Cap Growth Rspnb Idx R6 (CLGRX)
59.99
-0.06
(-0.10%)
At close: 8:00:25 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -11.09% |
| 5y Average Return | 0.00% |
| Number of Years Up | 2 |
| Number of Years Down | -- |
| Best 1Y Total Return (Apr 14, 2025) | 36.72% |
| Worst 1Y Total Return (Apr 14, 2025) | -- |
| Best 3Y Total Return | 36.72% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CLGRX
Category
- YTD
- -8.32%
- 12.38%
- 1-Month
- -7.29%
- 5.09%
- 3-Month
- -8.32%
- 10.28%
- 1-Year
- 5.86%
- 41.70%
- 3-Year
- 8.63%
- 22.56%
- 5-Year
- 18.79%
- 21.98%
- 10-Year
- 0.00%
- 15.99%
- Last Bull Market
- 21.99%
- 25.99%
- Last Bear Market
- -19.62%
- -17.29%
Annual Total Return (%) History
Year
CLGRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -8.32% | -- | -- | -- |
| 2024 | 10.66% | 5.85% | 4.78% | 4.12% |
| 2023 | 12.84% | 11.36% | -3.99% | 13.32% |
| 2022 | -19.62% | -3.96% | 3.68% | -- |
Rank in Category (By Total Return)
| YTD | 42 |
| 1-Month | 27 |
| 3-Month | 42 |
| 1-Year | 39 |
| 3-Year | 43 |
| 5-Year | 25 |
Load Adjusted Returns
| 1-Year | 5.86% |
| 3-Year | 8.63% |
| 5-Year | 18.79% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -11.09% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Calvert-OE |
| Net Assets | 660.03M |
| YTD Return | -8.32% |
| Yield | 0.66% |
| Morningstar Rating | |
| Inception Date | Jun 19, 2015 |
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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