Nasdaq - Delayed Quote • USD
Calvert US Large Cap Core Rspnb Idx R6 (CSXRX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 20.45% |
| 5y Average Return | 16.00% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Sep 27, 2024) | 32.85% |
| Worst 1Y Total Return (Sep 27, 2024) | -- |
| Best 3Y Total Return | 32.85% |
| Worst 3Y Total Return | 7.53% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CSXRX
Category
- YTD
- 18.27%
- 5.31%
- 1-Month
- 2.09%
- -4.19%
- 3-Month
- 7.23%
- 3.90%
- 1-Year
- 26.39%
- 20.31%
- 3-Year
- 7.24%
- 6.48%
- 5-Year
- 15.81%
- 11.78%
- 10-Year
- 12.99%
- 10.96%
- Last Bull Market
- 27.84%
- 25.56%
- Last Bear Market
- -17.44%
- -15.11%
Annual Total Return (%) History
Year
CSXRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 10.13% | 3.68% | -- | -- |
| 2023 | 8.13% | 8.67% | -3.99% | 12.85% |
| 2022 | -7.02% | -17.44% | -4.36% | 6.78% |
| 2021 | 5.12% | 8.28% | 0.61% | 9.76% |
| 2020 | -18.25% | 22.72% | 10.69% | 13.62% |
| 2019 | 14.22% | 4.55% | 1.64% | 9.45% |
| 2018 | -0.13% | 2.33% | 8.82% | -13.73% |
Rank in Category (By Total Return)
| YTD | 46 |
| 1-Month | 65 |
| 3-Month | 42 |
| 1-Year | 42 |
| 3-Year | 68 |
| 5-Year | 23 |
Load Adjusted Returns
| 1-Year | 26.39% |
| 3-Year | 7.24% |
| 5-Year | 15.81% |
| 10-Year | 12.99% |
Performance & Risk
| YTD Return | 20.45% |
| 5y Average Return | 16.00% |
| Rank in Category (ytd) | 46 |
| % 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 | 5.56B |
| YTD Return | 18.27% |
| Yield | 0.91% |
| Morningstar Rating | |
| Inception Date | Jun 30, 2000 |
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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