Nasdaq - Delayed Quote • USD
Calvert US Large Cap Growth Rspnb Idx I (CGJIX)
At close: 6:45 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.42% |
| 5y Average Return | 15.74% |
| Number of Years Up | 7 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Apr 22, 2024) | 38.67% |
| Worst 1Y Total Return (Apr 22, 2024) | -- |
| Best 3Y Total Return | 38.67% |
| Worst 3Y Total Return | 8.04% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CGJIX
Category
- YTD
- 10.67%
- 12.38%
- 1-Month
- 2.29%
- 5.09%
- 3-Month
- 10.67%
- 10.28%
- 1-Year
- 34.03%
- 41.70%
- 3-Year
- 11.07%
- 22.56%
- 5-Year
- 17.69%
- 21.98%
- 10-Year
- 0.00%
- 15.99%
- Last Bull Market
- 38.60%
- 25.99%
- Last Bear Market
- -19.64%
- -17.29%
Annual Total Return (%) History
Year
CGJIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 10.67% | -- | -- | -- |
| 2023 | 12.85% | 11.32% | -3.98% | 13.30% |
| 2022 | -8.55% | -19.64% | -3.96% | 3.68% |
| 2021 | 1.86% | 10.21% | 1.21% | 11.00% |
| 2020 | -13.36% | 27.14% | 12.27% | 12.13% |
| 2019 | 16.01% | 4.25% | 1.43% | 10.32% |
| 2018 | 1.77% | 4.98% | 10.37% | -14.54% |
| 2017 | 8.77% | 5.09% | 4.76% | 6.40% |
| 2016 | -0.25% | 0.20% | 4.96% | -0.44% |
| 2015 | -5.35% | 6.78% | -- | -- |
Rank in Category (By Total Return)
| YTD | 66 |
| 1-Month | 39 |
| 3-Month | 66 |
| 1-Year | 67 |
| 3-Year | 24 |
| 5-Year | 15 |
Load Adjusted Returns
| 1-Year | 34.03% |
| 3-Year | 11.07% |
| 5-Year | 17.69% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 4.42% |
| 5y Average Return | 15.74% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Calvert Research and Management |
| Net Assets | 643.14M |
| YTD Return | 10.67% |
| Yield | 0.48% |
| Morningstar Rating | |
| Inception Date | Jun 19, 2015 |
Fund Summary
The manager employs a passive management strategy designed to track, as closely as possible, the performance of the index. The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index.
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