UK markets closed

Calvert US Large Cap Core Rspnb Idx R6 (CSXRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
48.40+0.20 (+0.41%)
At close: 04:34PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.70%
5-year average return14.84%
Number of years up4
Number of years down2
Best 1-yr total return (2 Jul 2024)32.85%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.85%
Worst 3-yr total return7.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSXRXCategory
YTD14.19%5.31%
1-month3.53%-4.19%
3-month3.68%3.90%
1-year23.72%20.31%
3-year7.96%6.48%
5-year14.99%11.78%
10-year12.93%10.96%
Last bull market27.84%25.56%
Last bear market-17.44%-15.11%

Annual total return (%) history

Year
CSXRXCategory
2024
N/AN/A
2023
27.31%22.32%
2022
-21.61%-16.96%
2021
25.70%26.07%
2020
26.18%15.83%
2019
32.85%28.78%
2018
-4.06%-6.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.13%3.68%N/AN/A
20238.13%8.67%-3.99%12.85%
2022-7.02%-17.44%-4.36%6.78%
20215.12%8.28%0.61%9.76%
2020-18.25%22.72%10.69%13.62%
201914.22%4.55%1.64%9.45%
2018-0.13%2.33%8.82%-13.73%

Rank in category (by total return)

YTD46
1-month29
3-month37
1-year43
3-year59
5-year20

Load adjusted returns

1-year23.72%
3-year7.96%
5-year14.99%
10-year12.93%