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CSXAX: CALVERT U.S. LARGE CAP CORE RESPONSIBLE INDEX FUND CLASS A (MUTUAL FUND)
Basic Info 52.52 0.11(0.21%) July 10
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 12/20/2000 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 0.77% |
| Expenses | 1.24% |
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Performance Analytics (As of 07/10/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/20/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 6.1 | 12.0 | 18.2 | 14.6 | 12.8 | 14.0 | 10.0 | 7.7 | 22.8 | 26.9 | -21.9 | 25.0 | 25.8 | 32.4 | -4.4 | 20.7 | 10.3 | 0.8 | 13.8 | 34.3 | 17.1 | -0.5 | 13.4 | 34.1 | -40.0 | 2.7 | 11.4 | 3.1 | 7.7 | 29.6 | -24.7 | -14.2 | 4.5 |
| Sharpe Ratio | NA | 0.4 | 0.47 | 0.85 | 0.71 | 0.6 | NA | NA | 0.32 | 1.21 | 1.64 | -0.91 | 1.82 | 0.74 | 2.34 | -0.33 | 2.82 | 0.75 | 0.05 | 1.16 | 3.05 | 1.28 | -0.02 | 0.72 | 1.17 | -0.98 | -0.02 | 0.75 | 0.09 | 0.57 | 1.59 | -0.92 | -0.67 | 20.56 |
| Draw Down(%) | NA | 20.0 | 20.4 | 20.4 | 27.5 | 32.9 | NA | NA | 57.9 | 9.1 | 11.3 | 27.4 | 5.6 | 32.9 | 6.9 | 19.8 | 2.8 | 11.5 | 12.1 | 7.5 | 4.9 | 10.5 | 18.7 | 16.0 | 27.4 | 50.0 | 10.2 | 8.7 | 8.8 | 10.3 | 14.1 | 37.0 | 33.5 | 1.5 |
| Standard Deviation(%) | NA | 24.6 | 20.5 | 18.0 | 18.3 | 18.9 | NA | NA | 20.2 | 13.4 | 14.0 | 25.8 | 13.7 | 34.2 | 13.2 | 17.4 | 7.2 | 13.6 | 15.6 | 11.9 | 11.3 | 13.4 | 23.5 | 18.5 | 29.0 | 41.8 | 15.8 | 10.8 | 10.4 | 11.9 | 18.2 | 28.0 | 24.9 | 25.3 |
| Treynor Ratio | NA | 0.13 | 0.13 | 0.21 | 0.2 | 0.15 | NA | NA | 0.08 | 0.27 | 0.33 | -0.35 | 0.6 | 0.28 | 0.52 | -0.07 | 0.28 | 0.12 | 0.01 | 0.16 | 0.38 | 0.19 | -0.01 | 0.14 | 0.29 | -0.38 | 0.0 | 0.1 | 0.01 | 0.09 | 0.31 | -0.3 | -0.25 | 10.66 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.02 | 0.0 | NA | NA | 0.0 | 0.01 | -0.01 | 0.03 | 0.09 | -0.06 | 0.02 | -0.02 | 0.0 | 0.04 | -0.03 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | -0.03 | 0.03 | -0.02 | 0.01 | 0.02 | 0.04 | 0.04 | 0.29 |
| Beta | NA | 0.75 | 0.73 | 0.72 | 0.66 | 0.74 | NA | NA | 0.83 | 0.61 | 0.69 | 0.67 | 0.42 | 0.9 | 0.59 | 0.79 | 0.72 | 0.87 | 0.94 | 0.84 | 0.91 | 0.89 | 0.87 | 0.95 | 1.15 | 1.08 | 0.93 | 0.79 | 0.83 | 0.79 | 0.93 | 0.87 | 0.68 | 0.49 |
| RSquared | NA | 0.93 | 0.92 | 0.91 | 0.87 | 0.86 | NA | NA | 0.89 | 0.86 | 0.88 | 0.91 | 0.51 | 0.89 | 0.67 | 0.9 | 0.75 | 0.9 | 0.94 | 0.94 | 0.94 | 0.93 | 0.97 | 0.98 | 0.95 | 0.93 | 0.94 | 0.91 | 0.88 | 0.93 | 0.97 | 0.96 | 0.91 | 0.81 |
| Yield(%) | N/A | 0.0 | 0.8 | 1.0 | 1.1 | 2.6 | 4.3 | 3.1 | N/A | 0.9 | 1.0 | 0.7 | 0.8 | 0.9 | 1.2 | 3.8 | 2.5 | 3.7 | 6.9 | 3.7 | 3.8 | 1.3 | 0.9 | 0.9 | 1.2 | 0.8 | 1.1 | 1.0 | 0.8 | 1.1 | 0.6 | 0.3 | 0.3 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | 9.7 | 30.9 | -57.0 | 148.2 | N/A | N/A | N/A | 9.7 | 8.5 | 20.6 | -1.6 | 1.6 | -70.0 | 76.2 | -24.8 | -50.8 | 108.7 | 20.8 | 252.1 | 44.6 | 6.3 | -2.1 | -4.9 | -27.1 | 18.6 | 34.1 | -20.7 | 122.0 | 42.9 | 0.0 | -5.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/2000
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
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- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.22% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.19% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.26% (99%)
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Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.08% (99%)
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- QQQQ (PowerShares QQQ) 0.14% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 0.09% (97%)
- FPX (First Trust US Equity Opportunities ETF) 0.41% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.24% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 0.02% (96%)
- PWB (Invesco Large Cap Growth ETF) 0.37% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 0.31% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.33% (98%)
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- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.22% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.29% (97%)
- GAM (General American Investors Closed Fund) 0.23% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.79% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.19% (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.0% (22%)
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