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Calvert US Large Cap Value Rspnb Idx R6 (CLVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.03-0.07 (-0.23%)
At close: 04:22PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.00%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (2 Jul 2024)9.88%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return9.88%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLVRXCategory
YTD5.20%4.44%
1-month-1.20%-4.04%
3-month-3.05%4.09%
1-year13.01%14.37%
3-year2.85%6.04%
5-year8.81%9.20%
10-year0.00%8.57%
Last bull market26.05%22.97%
Last bear market-13.32%-11.27%

Annual total return (%) history

Year
CLVRXCategory
2024
N/AN/A
2023
9.88%11.63%
2022
N/A-5.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.51%-3.05%N/AN/A
2023-0.51%2.81%-3.90%11.79%
2022-13.32%-5.40%12.36%N/A

Rank in category (by total return)

YTD75
1-month79
3-month80
1-year67
3-year94
5-year72

Load adjusted returns

1-year13.01%
3-year2.85%
5-year8.81%
10-yearN/A