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Calvert US Mid Cap Core Rspnb Idx A (CMJAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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38.51
+0.17
(+0.44%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
3.59%
5-year average return
9.16%
Number of years up
6
Number of years down
2
Best 1-yr total return (20 Jun 2024)
30.69%
Worst 1-yr total return (20 Jun 2024)
N/A
Best 3-yr total return
30.69%
Worst 3-yr total return
3.91%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
CMJAX
Category
YTD
4.30%
17.04%
1-month
2.55%
-0.01%
3-month
0.18%
5.47%
1-year
19.48%
50.44%
3-year
1.13%
13.15%
5-year
10.80%
13.75%
10-year
0.00%
11.35%
Last bull market
29.42%
25.95%
Last bear market
-16.78%
-22.55%
Annual total return (%) history
Year
CMJAX
Category
2024
N/A
N/A
2023
14.98%
N/A
2022
-19.30%
N/A
2021
20.92%
N/A
2020
23.68%
12.39%
2019
30.69%
26.21%
2018
-9.49%
-11.15%
2017
18.71%
15.93%
2016
14.72%
14.14%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
8.30%
N/A
N/A
N/A
2023
4.37%
4.28%
-6.11%
12.52%
2022
-8.29%
-16.78%
-3.20%
9.24%
2021
7.64%
5.93%
-0.61%
6.70%
2020
-25.02%
25.75%
8.40%
21.01%
2019
16.31%
4.80%
-0.92%
8.21%
2018
0.36%
1.27%
6.45%
-16.33%
2017
6.42%
2.41%
2.86%
5.88%
2016
1.91%
2.43%
5.20%
4.47%
Rank in category (by total return)
YTD
77
1-month
79
3-month
79
1-year
78
3-year
82
5-year
60
Load adjusted returns
1-year
13.80%
3-year
-0.50%
5-year
9.73%
10-year
N/A
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