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Nasdaq - Delayed Quote USD
Calvert US Large Cap Core Rspnb Idx R6 (CSXRX)
43.36
-2.66
(-5.78%)
At close: April 4 at 8:00:27 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -9.48% |
| 5y Average Return | 17.77% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 3, 2025) | 32.85% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 32.85% |
| Worst 3Y Total Return | 7.42% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CSXRX
Category
- YTD
- -5.86%
- 5.31%
- 1-Month
- -6.43%
- -4.19%
- 3-Month
- -5.86%
- 3.90%
- 1-Year
- 6.17%
- 20.31%
- 3-Year
- 7.86%
- 6.48%
- 5-Year
- 17.75%
- 11.78%
- 10-Year
- 12.13%
- 10.96%
- Last Bull Market
- 21.22%
- 25.56%
- Last Bear Market
- -17.44%
- -15.11%
Annual Total Return (%) History
Year
CSXRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.86% | -- | -- | -- |
| 2024 | 10.13% | 3.68% | 5.91% | 2.70% |
| 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 | 85 |
| 1-Month | 84 |
| 3-Month | 85 |
| 1-Year | 55 |
| 3-Year | 57 |
| 5-Year | 50 |
Load Adjusted Returns
| 1-Year | 6.17% |
| 3-Year | 7.86% |
| 5-Year | 17.75% |
| 10-Year | 12.13% |
Performance & Risk
| YTD Return | -9.48% |
| 5y Average Return | 17.77% |
| Rank in Category (ytd) | 85 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Calvert-OE |
| Net Assets | 5.81B |
| YTD Return | -5.86% |
| Yield | 1.05% |
| 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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