Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSXAX (CALVERT U.S. LARGE CAP CORE RESPONSIBLE INDEX FUND CLASS A) | 12.14% | 28.86% | 21.95% | 12.62% | 15.20% | 14.23% | 10.90% | … | … |
Data as of 06/03/2026, Common starting date is 12/20/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSXAX (CALVERT U.S. LARGE CAP CORE RESPONSIBLE INDEX FUND CLASS A) | 12/20/2000 | 06/03/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | 28.86 | 21.95 | 12.62 | 15.20 | 14.23 | 10.90 | … | … | 12.14 | 15.61 | 23.82 | 26.93 | -21.87 | 25.00 | 25.82 | 32.43 | -4.39 | 20.74 | 10.34 | 0.76 | 13.75 | 34.31 | 17.05 | -0.51 | 13.40 | 34.12 | -40.04 | 2.66 | 11.39 | 3.07 | 7.75 | 29.56 | -24.68 | -14.17 | 4.46 |
| Sharpe Ratio | NA | 2.20 | 1.25 | 0.56 | 0.73 | NA | NA | … | … | 2.06 | 0.67 | 1.51 | 1.68 | -0.91 | 1.82 | 0.74 | 2.34 | -0.33 | 2.82 | 0.74 | 0.05 | 1.16 | 3.05 | 1.28 | -0.02 | 0.72 | 1.17 | -0.98 | -0.03 | 0.74 | 0.08 | 0.57 | 1.59 | -0.92 | -0.68 | 20.54 |
| Standard Deviation(%) | NA | 12.50 | 15.46 | 17.77 | 18.60 | NA | NA | … | … | 14.52 | 19.08 | 13.38 | 13.97 | 25.76 | 13.70 | 34.23 | 13.24 | 17.43 | 7.15 | 13.59 | 15.57 | 11.86 | 11.25 | 13.38 | 23.46 | 18.47 | 29.02 | 41.82 | 15.81 | 10.80 | 10.44 | 11.89 | 18.20 | 28.04 | 24.95 | 25.34 |
| Draw Down(%) | NA | 9.77 | 19.98 | 27.50 | 32.85 | NA | NA | … | … | 9.77 | 19.98 | 9.11 | 11.29 | 27.45 | 5.61 | 32.85 | 6.89 | 19.85 | 2.81 | 11.46 | 12.07 | 7.54 | 4.93 | 10.47 | 18.65 | 16.03 | 27.39 | 50.04 | 10.17 | 8.72 | 8.84 | 10.26 | 14.11 | 36.97 | 33.53 | 1.54 |
| Yield(%) | 0.00 | 5.80 | 3.69 | 2.48 | 3.89 | 5.49 | 4.45 | … | … | 0.00 | 5.85 | 1.96 | 1.03 | 0.73 | 0.77 | 0.95 | 1.24 | 3.77 | 2.52 | 3.67 | 6.92 | 3.68 | 3.83 | 1.27 | 0.87 | 0.92 | 1.23 | 0.80 | 1.09 | 1.00 | 0.78 | 1.05 | 0.59 | 0.32 | 0.28 | 0.30 |
Data as of 06/03/2026, Common starting date is 12/20/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSXAX (CALVERT U.S. LARGE CAP CORE RESPONSIBLE INDEX FUND CLASS A) |
-18.06%
Feb 2006 – Feb 2009 |
-9.36%
Feb 2004 – Feb 2009 |
-0.59%
Jan 2001 – Jan 2011 |
3.01%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSXAX (CALVERT U.S. LARGE CAP CORE RESPONSIBLE INDEX FUND CLASS A) |
27.71%
Dec 2018 – Dec 2021 |
23.91%
Feb 2009 – Feb 2014 |
17.01%
Sep 2011 – Sep 2021 |
16.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart