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Calvert US Large Cap Core Rspnb Idx C (CSXCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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43.24-0.12 (-0.28%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.58%
5-Year Average Return13.79%
Number of Years Up16
Number of Years Down7
Best 1 Yr Total Return (Jun 27, 2024)33.08%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return33.08%
Worst 3-Yr Total Return6.40%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCSXCXCategory
YTD9.82%5.31%
1-Month4.55%-4.19%
3-Month3.06%3.90%
1-Year26.47%20.31%
3-Year6.57%6.48%
5-Year14.59%11.78%
10-Year11.58%10.96%
Last Bull Market27.28%25.56%
Last Bear Market-17.64%-15.11%

Annual Total Return (%) History

Year
CSXCXCategory
2024
N/AN/A
2023
26.00%22.32%
2022
-22.43%-16.96%
2021
24.38%26.07%
2020
24.87%15.83%
2019
31.44%28.78%
2018
-5.09%-6.27%
2017
19.82%20.44%
2016
9.53%10.37%
2015
-0.02%-1.07%
2014
12.88%10.96%
2013
33.08%31.50%
2012
16.02%14.96%
2011
-1.54%-1.27%
2010
12.00%14.01%
2009
32.93%28.17%
2008
-40.65%-37.79%
2007
1.64%6.16%
2006
10.20%14.17%
2005
2.10%5.88%
2004
6.64%10.02%
2003
28.43%27.05%
2002
-25.49%-22.25%
2001
-15.02%-13.50%
2000
N/A-6.31%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.82%N/AN/AN/A
20237.86%8.39%-4.24%12.54%
2022-7.27%-17.64%-4.62%6.48%
20214.86%7.96%0.34%9.50%
2020-18.46%22.39%10.40%13.34%
201913.90%4.28%1.35%9.18%
2018-0.38%2.01%8.58%-13.98%
20176.29%2.64%3.76%5.85%
20160.18%1.32%4.55%3.22%
20151.57%0.94%-7.42%5.34%
20141.41%3.81%1.46%5.68%
201310.28%3.40%5.87%10.24%
201215.59%-4.71%5.95%-0.58%
20114.27%-0.26%-13.80%9.83%
20105.39%-11.68%9.62%9.77%
2009-9.19%18.01%17.15%5.89%
2008-10.62%-5.18%-5.66%-25.76%
2007-0.32%5.04%1.47%-4.34%
20063.31%-3.89%5.58%5.13%
2005-5.38%1.64%3.04%3.04%
20040.78%1.25%-4.29%9.18%
2003-2.86%15.86%2.54%11.28%
2002-2.03%-15.52%-17.93%9.69%
2001-14.63%6.51%-17.56%13.36%
2000-1.60%-13.31%N/AN/A

Rank In Category (By Total Return)

YTD60
1-Month52
3-Month62
1-Year58
3-Year75
5-Year55

Load Adjusted Returns

1-Year25.47%
3-Year6.57%
5-Year14.59%
10-Year11.58%