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Calvert US Large Cap Growth Rspnb Idx A (CGJAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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60.00+0.15 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.72%
5-year average return18.58%
Number of years up7
Number of years down1
Best 1-yr total return (2 Jun 2024)38.28%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return38.28%
Worst 3-yr total return7.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGJAXCategory
YTD5.94%12.38%
1-month-4.20%5.09%
3-month3.82%10.28%
1-year27.27%41.70%
3-year7.14%22.56%
5-year15.50%21.98%
10-year0.00%15.99%
Last bull market28.38%25.99%
Last bear market-19.70%-17.29%

Annual total return (%) history

Year
CGJAXCategory
2024
N/AN/A
2023
36.35%N/A
2022
-27.02%N/A
2021
25.79%N/A
2020
38.28%35.86%
2019
35.02%31.90%
2018
0.38%-2.09%
2017
26.99%27.67%
2016
4.03%3.23%
2015
N/A3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.58%N/AN/AN/A
202312.78%11.27%-4.06%13.25%
2022-8.60%-19.70%-4.02%3.61%
20211.80%10.13%1.16%10.91%
2020-13.41%27.03%12.22%12.03%
201915.94%4.20%1.33%10.29%
20181.66%4.89%10.28%-14.63%
20178.68%5.01%4.64%6.34%
2016-0.35%0.10%4.87%-0.55%
2015-5.45%6.72%N/AN/A

Rank in category (by total return)

YTD61
1-month23
3-month52
1-year65
3-year25
5-year16

Load adjusted returns

1-year21.22%
3-year5.41%
5-year14.38%
10-yearN/A