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

(NASDAQ Mutual Funds) As of Jun 18, 2026 04:58 PM ET

$60.99 USD

+0.76 (1.26%)

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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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 12.17 23
3 months 11.52 24
6 months 12.03 26
1 Year 30.14 20
3 Year 22.92 28
5 Year 12.53 22
10 Year 15.23 25

* 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) 1,295.88

Load Adjusted Returns as of May 31, 2026

1 Year 11.51
5 Year 8.97
10 Year 13.06
Since Inception 6.52

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.94 NA NA NA
2025 -5.93 11.20 7.18 3.09
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 12.1715.5823.8326.92-21.8525.3025.8132.43-4.4120.7010.35
% Total Return Rel to Index 0.60-2.63-1.180.68-3.64-3.377.400.94-0.02-1.09-1.58
% Total Return Rel to Peer 1.232.874.443.92-2.153.245.894.002.440.022.53
% Perf Quintile vs Peer* 2.002.002.002.003.003.002.002.002.003.002.00
% Dividends 0.000.380.360.330.300.250.250.250.210.250.21
% Yield 0.000.630.690.840.890.570.720.890.971.071.08
Capital Gains ($) 0.002.510.430.000.000.100.000.000.620.220.42
Expense Ratio 0.000.490.490.490.490.490.490.510.540.540.54

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