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Calvert US Large Cap Core Rspnb Idx A (CSXAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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46.29-0.12 (-0.26%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.01%
5-Year Average Return14.65%
Number of Years Up17
Number of Years Down6
Best 1 Yr Total Return (Jun 27, 2024)34.30%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return34.30%
Worst 3-Yr Total Return7.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCSXAXCategory
YTD10.17%5.31%
1-Month4.61%-4.19%
3-Month3.25%3.90%
1-Year27.43%20.31%
3-Year7.38%6.48%
5-Year15.45%11.78%
10-Year12.42%10.96%
Last Bull Market27.69%25.56%
Last Bear Market-17.47%-15.11%

Annual Total Return (%) History

Year
CSXAXCategory
2024
N/AN/A
2023
26.93%22.32%
2022
-21.85%-16.96%
2021
25.31%26.07%
2020
25.81%15.83%
2019
32.43%28.78%
2018
-4.39%-6.27%
2017
20.74%20.44%
2016
10.34%10.37%
2015
0.76%-1.07%
2014
13.75%10.96%
2013
34.30%31.50%
2012
17.05%14.96%
2011
-0.51%-1.27%
2010
13.23%14.01%
2009
34.11%28.17%
2008
-40.04%-37.79%
2007
2.65%6.16%
2006
11.38%14.17%
2005
3.07%5.88%
2004
7.74%10.02%
2003
29.56%27.05%
2002
-24.68%-22.25%
2001
-14.17%-13.50%
2000
N/A-6.31%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.05%N/AN/AN/A
20238.06%8.58%-4.07%12.77%
2022-7.11%-17.47%-4.45%6.68%
20215.04%8.18%0.52%9.71%
2020-18.32%22.65%10.55%13.59%
201914.11%4.45%1.56%9.41%
2018-0.22%2.21%8.78%-13.81%
20176.49%2.80%3.98%6.07%
20160.34%1.53%4.74%3.42%
20151.76%1.15%-7.30%5.60%
20141.58%4.04%1.61%5.92%
201310.47%3.67%6.14%10.48%
201215.75%-4.43%6.16%-0.33%
20114.45%0.08%-13.61%10.16%
20105.79%-11.50%9.85%10.10%
2009-9.00%18.19%17.58%6.05%
2008-10.41%-4.99%-5.43%-25.52%
2007-0.08%5.33%1.71%-4.11%
20063.63%-3.67%5.89%5.37%
2005-5.13%1.86%3.29%3.25%
20041.13%1.49%-4.14%9.50%
2003-2.68%16.12%2.80%11.51%
2002-1.73%-15.32%-17.76%10.07%
2001-14.36%6.75%-17.34%13.58%
2000-1.47%-13.07%N/AN/A

Rank In Category (By Total Return)

YTD55
1-Month50
3-Month57
1-Year52
3-Year64
5-Year32

Load Adjusted Returns

1-Year21.38%
3-Year5.65%
5-Year14.34%
10-Year11.87%