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Calvert US Large Cap Core Rspnb Idx I (CISIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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48.26+0.23 (+0.48%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.68%
5-year average return14.78%
Number of years up18
Number of years down5
Best 1-yr total return (2 Jul 2024)35.04%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return35.04%
Worst 3-yr total return7.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCISIXCategory
YTD14.17%5.31%
1-month3.52%-4.19%
3-month3.68%3.90%
1-year23.63%20.31%
3-year7.91%6.48%
5-year14.94%11.78%
10-year12.91%10.96%
Last bull market27.82%25.56%
Last bear market-17.43%-15.11%

Annual total return (%) history

Year
CISIXCategory
2024
N/AN/A
2023
27.26%22.32%
2022
-21.66%-16.96%
2021
25.62%26.07%
2020
26.11%15.83%
2019
32.82%28.78%
2018
-4.07%-6.27%
2017
21.18%20.44%
2016
10.71%10.37%
2015
1.14%-1.07%
2014
14.41%10.96%
2013
35.04%31.50%
2012
17.71%14.96%
2011
0.05%-1.27%
2010
13.73%14.01%
2009
34.84%28.17%
2008
-39.69%-37.79%
2007
3.23%6.16%
2006
11.94%14.17%
2005
3.50%5.88%
2004
8.13%10.02%
2003
30.16%27.05%
2002
-24.45%-22.25%
2001
-13.83%-13.50%
2000
N/A-6.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.12%3.68%N/AN/A
20238.15%8.65%-4.01%12.82%
2022-7.04%-17.43%-4.39%6.75%
20215.12%8.24%0.59%9.76%
2020-18.26%22.70%10.64%13.65%
201914.20%4.55%1.64%9.45%
2018-0.13%2.33%8.82%-13.74%
20176.56%2.93%4.08%6.16%
20160.44%1.60%4.79%3.52%
20151.83%1.28%-7.19%5.67%
20141.73%4.14%1.80%6.08%
201310.62%3.81%6.30%10.63%
201215.92%-4.30%6.31%-0.19%
20114.66%0.16%-13.49%10.32%
20105.81%-11.36%10.02%10.20%
2009-8.89%18.39%17.68%6.23%
2008-10.32%-4.91%-5.25%-25.36%
20070.00%5.48%1.83%-3.89%
20063.68%-3.55%5.99%5.61%
2005-5.10%2.04%3.36%3.41%
20041.21%1.56%-4.08%9.66%
2003-2.53%16.34%2.87%11.59%
2002-1.63%-15.31%-17.65%10.12%
2001-14.33%6.91%-17.26%13.72%
2000-1.20%-13.07%N/AN/A

Rank in category (by total return)

YTD46
1-month29
3-month38
1-year44
3-year60
5-year22

Load adjusted returns

1-year23.63%
3-year7.91%
5-year14.94%
10-year12.91%