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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
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 | 32.85% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CSXRX | Category Average | CSXRX | Category Average | CSXRX | Category Average | |
| Alpha | -1.24 | -0.01 | -1.27 | -0.01 | -0.57 | -0.01 |
| BETA | 1.05 | 0.01 | 1.04 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 0.77 | 0.01 | 1.5 | 0.01 | 1.06 | 0.01 |
| R-squared | 99.19 | 0.94 | 98.86 | 0.95 | 98.82 | 0.95 |
| Standard Deviation | 18.3 | 0.17 | 17.75 | 0.19 | 15.92 | 0.15 |
| Sharpe Ratio | 0.26 | 0 | 0.86 | 0.01 | 0.68 | 0.01 |
| Treynor Ratio | 3.09 | 0.03 | 14.34 | 0.1 | 9.88 | 0.1 |
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