Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSXCX (CALVERT U.S. LARGE CAP CORE RESPONSIBLE INDEX FUND CLASS C) | 11.78% | 27.89% | 21.04% | 11.77% | 14.34% | 13.34% | 9.98% | … | … |
Data as of 06/03/2026, Common starting date is 12/20/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSXCX (CALVERT U.S. LARGE CAP CORE RESPONSIBLE INDEX FUND CLASS C) | 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 (%) | 0.91 | 27.89 | 21.04 | 11.77 | 14.34 | 13.34 | 9.98 | … | … | 11.78 | 14.74 | 22.89 | 26.00 | -22.44 | 24.04 | 24.87 | 31.44 | -5.09 | 19.81 | 9.54 | -0.03 | 12.88 | 33.08 | 16.02 | -1.54 | 12.33 | 32.93 | -40.64 | 1.64 | 10.20 | 2.10 | 6.64 | 28.42 | -25.49 | -15.10 | 4.54 |
| Sharpe Ratio | NA | 2.11 | 1.20 | 0.51 | 0.68 | NA | NA | … | … | 1.99 | 0.62 | 1.44 | 1.61 | -0.93 | 1.75 | 0.72 | 2.26 | -0.37 | 2.68 | 0.68 | 0.00 | 1.08 | 2.93 | 1.21 | -0.07 | 0.66 | 1.13 | -0.99 | -0.10 | 0.63 | -0.02 | 0.48 | 1.53 | -0.94 | -0.71 | 21.15 |
| Standard Deviation(%) | NA | 12.51 | 15.44 | 17.76 | 18.59 | NA | NA | … | … | 14.54 | 19.05 | 13.38 | 13.97 | 25.76 | 13.69 | 34.18 | 13.28 | 17.41 | 7.18 | 13.68 | 15.60 | 11.87 | 11.26 | 13.36 | 23.47 | 18.47 | 28.97 | 41.76 | 15.79 | 10.80 | 10.46 | 11.85 | 18.15 | 28.45 | 24.99 | 25.56 |
| Draw Down(%) | NA | 9.92 | 20.10 | 27.94 | 32.88 | NA | NA | … | … | 9.92 | 20.10 | 9.14 | 11.48 | 27.87 | 5.67 | 32.88 | 6.94 | 20.00 | 2.92 | 11.50 | 12.18 | 7.65 | 5.02 | 10.62 | 18.97 | 16.01 | 27.60 | 50.48 | 10.32 | 8.88 | 9.12 | 10.68 | 14.17 | 37.46 | 34.00 | 1.46 |
| Yield(%) | 0.00 | 5.38 | 2.98 | 1.78 | 2.76 | 4.04 | 3.11 | … | … | 0.00 | 5.41 | 1.22 | 0.23 | 0.09 | 0.01 | 0.11 | 0.46 | 3.31 | 1.94 | 2.89 | 6.70 | 3.19 | 3.02 | 0.24 | 0.00 | 0.31 | 0.09 | 0.24 | 0.10 | 0.01 | 0.00 | 0.13 | 0.58 | 0.31 | 0.00 | 0.12 |
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 |
|---|---|---|---|---|
| CSXCX (CALVERT U.S. LARGE CAP CORE RESPONSIBLE INDEX FUND CLASS C) |
-18.89%
Feb 2006 – Feb 2009 |
-10.26%
Feb 2004 – Feb 2009 |
-1.57%
Jan 2001 – Jan 2011 |
2.03%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSXCX (CALVERT U.S. LARGE CAP CORE RESPONSIBLE INDEX FUND CLASS C) |
26.74%
Dec 2018 – Dec 2021 |
22.77%
Feb 2009 – Feb 2014 |
16.08%
Sep 2011 – Sep 2021 |
15.07%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart