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Calvert US Large Cap Value Rspnb Idx I (CFJIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.21+0.16 (+0.52%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.19%
5-year average return8.80%
Number of years up6
Number of years down2
Best 1-yr total return (27 Jun 2024)29.38%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return29.38%
Worst 3-yr total return6.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCFJIXCategory
YTD6.47%4.44%
1-month3.13%-4.04%
3-month3.40%4.09%
1-year22.34%14.37%
3-year2.64%6.04%
5-year10.52%9.20%
10-year0.00%8.57%
Last bull market26.05%22.97%
Last bear market-13.36%-11.27%

Annual total return (%) history

Year
CFJIXCategory
2024
N/AN/A
2023
9.82%11.63%
2022
-11.66%-5.90%
2021
24.34%26.22%
2020
9.03%2.91%
2019
29.38%25.04%
2018
-10.06%-8.53%
2017
15.16%15.94%
2016
17.20%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.49%N/AN/AN/A
2023-0.51%2.81%-3.93%11.77%
2022-4.08%-13.36%-5.40%12.36%
202111.53%4.63%-0.83%7.45%
2020-25.99%16.34%7.72%17.55%
201912.01%4.84%1.55%8.49%
2018-1.83%-0.62%6.27%-13.25%
20174.38%0.95%3.31%5.79%
20161.03%2.94%4.72%7.62%
2015-8.59%4.31%N/AN/A

Rank in category (by total return)

YTD69
1-month46
3-month61
1-year51
3-year95
5-year69

Load adjusted returns

1-year22.34%
3-year2.64%
5-year10.52%
10-yearN/A