Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGJIX (Calvert US Large Cap Growth Resp Index F) | 11.57% | 27.60% | 22.95% | 14.07% | 17.67% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/24/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGJIX (Calvert US Large Cap Growth Resp Index F) | 06/24/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 27.60 | 22.95 | 14.07 | 17.67 | NA | NA | … | … | 11.57 | 12.71 | 27.74 | 36.66 | -26.84 | 26.13 | 38.69 | 35.32 | 0.76 | 27.40 | 4.44 | -1.00 |
| Sharpe Ratio | NA | 1.94 | 1.19 | 0.58 | 0.80 | NA | NA | … | … | 1.75 | 0.47 | 1.57 | 2.21 | -0.98 | 1.64 | 1.11 | 2.34 | -0.03 | 3.45 | 0.30 | -0.11 |
| Standard Deviation(%) | NA | 13.49 | 17.09 | 19.77 | 20.04 | NA | NA | … | … | 15.62 | 21.21 | 15.38 | 15.10 | 28.94 | 15.87 | 34.41 | 14.48 | 19.76 | 7.78 | 13.99 | 18.56 |
| Draw Down(%) | NA | 11.15 | 21.90 | 31.18 | 31.18 | NA | NA | … | … | 11.15 | 21.90 | 10.44 | 10.65 | 30.85 | 8.48 | 30.80 | 7.78 | 20.67 | 2.41 | 11.99 | 11.73 |
| Yield(%) | 0.00 | 3.38 | 2.77 | 2.20 | 4.31 | 2.90 | 2.18 | … | … | 0.00 | 3.40 | 2.59 | 0.73 | 0.37 | 2.32 | 2.37 | 2.18 | 5.42 | 2.71 | 1.20 | 0.30 |
Data as of 06/04/2026, Common starting date is 06/24/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGJIX (Calvert US Large Cap Growth Resp Index F) |
7.41%
Apr 2021 – Apr 2024 |
11.10%
Mar 2021 – Mar 2026 |
15.52%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGJIX (Calvert US Large Cap Growth Resp Index F) |
33.27%
Dec 2018 – Dec 2021 |
24.92%
Oct 2016 – Oct 2021 |
17.70%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart