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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.59%
5-year average return9.16%
Number of years up6
Number of years down2
Best 1-yr total return (20 Jun 2024)30.69%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return30.69%
Worst 3-yr total return3.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCMJAXCategory
YTD4.30%17.04%
1-month2.55%-0.01%
3-month0.18%5.47%
1-year19.48%50.44%
3-year1.13%13.15%
5-year10.80%13.75%
10-year0.00%11.35%
Last bull market29.42%25.95%
Last bear market-16.78%-22.55%

Annual total return (%) history

Year
CMJAXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20248.30%N/AN/AN/A
20234.37%4.28%-6.11%12.52%
2022-8.29%-16.78%-3.20%9.24%
20217.64%5.93%-0.61%6.70%
2020-25.02%25.75%8.40%21.01%
201916.31%4.80%-0.92%8.21%
20180.36%1.27%6.45%-16.33%
20176.42%2.41%2.86%5.88%
20161.91%2.43%5.20%4.47%

Rank in category (by total return)

YTD77
1-month79
3-month79
1-year78
3-year82
5-year60

Load adjusted returns

1-year13.80%
3-year-0.50%
5-year9.73%
10-yearN/A