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Calvert U.s. Large-cap Core Responsible Index Fund Class A: (MF: CSXAX)

(NASDAQ Mutual Funds) As of Sep 5, 2025 08:00 PM ET

$54.15 USD

-0.12 (-0.22%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2025

Total Return %* Percentile Rank Objective
YTD 6.70 53
3 months 13.90 46
6 months 3.73 46
1 Year 14.27 43
3 Year 15.91 38
5 Year 14.19 35
10 Year 12.84 28

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 92.95
Bear Market (10/07 - 2/09) -53.57
Bull Market (2/09 - 3/21) 1,048.72

Load Adjusted Returns as of Jul 31, 2025

1 Year 8.46
5 Year 14.05
10 Year 12.30
Since Inception 6.51

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.93 11.20 NA NA
2024 9.90 3.74 5.83 2.62
2023 8.06 8.58 -4.07 12.76
2022 -7.10 -17.47 -4.44 6.68
2021 5.04 8.17 0.52 9.70
2020 -18.31 22.65 10.55 13.59

Annual Return

20252024202320222021202020192018201720162015
% Total Return 6.7023.8326.92-21.8525.3025.8132.43-4.4120.7010.350.72
% Total Return Rel to Index -1.87-1.180.68-3.64-3.377.400.94-0.02-1.09-1.58-0.66
% Total Return Rel to Peer -0.234.443.92-2.153.245.894.002.440.022.532.32
% Perf Quintile vs Peer* 0.000.002.004.003.002.002.002.003.002.002.00
% Dividends 0.000.360.330.300.250.250.250.210.250.210.17
% Yield 0.000.690.840.890.570.720.890.971.071.080.91
Capital Gains ($) 0.000.430.000.000.100.000.000.620.220.421.11
Expense Ratio 0.490.490.490.490.490.490.510.540.540.540.68

* 1 = Top 20%, 5 = Bottom 20%