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Calvert U.s. Large Cap Core Responsible Index Fund - Class R6: (MF: CSXRX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$48.64 USD
+0.71 (1.48%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.86 | 55 |
| 3 months | -5.86 | 55 |
| 6 months | -3.30 | 48 |
| 1 Year | 6.17 | 27 |
| 3 Year | 7.87 | 32 |
| 5 Year | 17.75 | 28 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 6.17 |
| 5 Year | 17.75 |
| 10 Year | NA |
| Since Inception | 12.84 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.86 | NA | NA | NA |
| 2024 | 10.13 | 3.68 | 5.90 | 2.71 |
| 2023 | 8.13 | 8.66 | -3.98 | 12.84 |
| 2022 | -7.02 | -17.44 | -4.35 | 6.77 |
| 2021 | 5.12 | 8.27 | 0.61 | 9.75 |
| 2020 | -18.24 | 22.72 | 10.68 | 13.62 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.86 | 24.21 | 27.31 | -21.61 | 25.69 | 26.18 | 32.85 | -4.05 |
| % Total Return Rel to Index | -1.59 | -0.81 | 1.06 | -3.40 | -2.99 | 7.78 | 1.36 | 0.33 |
| % Total Return Rel to Peer | -0.83 | 4.81 | 4.31 | -1.91 | 3.63 | 6.26 | 4.42 | 2.80 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 2.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.50 | 0.45 | 0.42 | 0.35 | 0.33 | 0.32 | 0.00 |
| % Yield | 0.00 | 0.94 | 1.15 | 1.22 | 0.79 | 0.93 | 1.12 | 0.00 |
| Capital Gains ($) | 0.00 | 0.43 | 0.00 | 0.00 | 0.10 | 0.00 | 0.00 | 0.92 |
| Expense Ratio | 0.00 | 0.19 | 0.19 | 0.19 | 0.19 | 0.19 | 0.19 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%