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

(NASDAQ Mutual Funds) As of Feb 13, 2026 05:56 PM ET

$50.70 USD

+0.10 (0.20%)

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 Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.05 56
3 months 1.25 55
6 months 9.09 39
1 Year 12.76 38
3 Year 18.76 37
5 Year 11.78 43
10 Year 14.16 36

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 83.28
Bear Market (10/07 - 2/09) -54.14
Bull Market (2/09 - 3/21) 995.90

Load Adjusted Returns as of Jan 31, 2026

1 Year 13.57
5 Year 11.37
10 Year 13.35
Since Inception 6.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.10 11.00 6.97 2.88
2024 9.82 3.42 5.62 2.44
2023 7.86 8.39 -4.23 12.54
2022 -7.26 -17.63 -4.62 6.48
2021 4.85 7.96 0.33 9.49

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.0414.7222.9026.00-22.4324.3724.8731.44-5.1219.789.54
% Total Return Rel to Index 0.00-3.49-2.12-0.24-4.22-4.316.47-0.05-0.73-2.01-2.39
% Total Return Rel to Peer 0.002.003.503.00-2.732.314.953.011.73-0.891.72
% Perf Quintile vs Peer* 0.000.000.002.004.003.002.002.003.003.003.00
% Dividends 0.000.000.030.060.030.000.020.080.070.120.05
% Yield NA0.000.060.000.110.000.080.330.340.540.29
Capital Gains ($) 0.002.500.430.000.000.100.000.000.620.220.42
Expense Ratio 0.001.241.241.241.241.241.241.261.291.291.29

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