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Calvert US Large Cap Value Rspnb Idx A (CFJAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.91-0.03 (-0.10%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.82%
5-Year Average Return8.13%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)29.06%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return29.06%
Worst 3-Yr Total Return5.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCFJAXCategory
YTD5.05%4.44%
1-Month-1.21%-4.04%
3-Month-3.10%4.09%
1-Year12.68%14.37%
3-Year2.58%6.04%
5-Year8.53%9.20%
10-Year0.00%8.57%
Last Bull Market25.90%22.97%
Last Bear Market-13.37%-11.27%

Annual Total Return (%) History

Year
CFJAXCategory
2024
N/AN/A
2023
9.53%11.63%
2022
-11.87%-5.90%
2021
24.04%26.22%
2020
8.76%2.91%
2019
29.06%25.04%
2018
-10.36%-8.53%
2017
14.71%15.94%
2016
16.78%14.81%
2015
N/A-4.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.41%-3.10%N/AN/A
2023-0.62%2.75%-3.96%11.69%
2022-4.17%-13.37%-5.48%12.30%
202111.43%4.56%-0.84%7.36%
2020-26.04%16.27%7.63%17.51%
201911.91%4.78%1.52%8.42%
2018-1.93%-0.71%6.21%-13.32%
20174.29%0.86%3.18%5.69%
20160.92%2.84%4.63%7.54%
2015-8.70%4.28%N/AN/A

Rank In Category (By Total Return)

YTD77
1-Month79
3-Month81
1-Year71
3-Year95
5-Year77

Load Adjusted Returns

1-Year7.33%
3-Year0.93%
5-Year7.48%
10-YearN/A