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CSXRX: CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX FUND CLASS R6 (MUTUAL FUND)
Basic Info 61.45 1.64(2.60%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 10/09/2017 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 6.03% |
| Expenses | 1.24% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.1 | 9.9 | 27.0 | 21.4 | 12.3 | 15.0 | 10.0 | 24.2 | 27.3 | -21.6 | 25.7 | 26.2 | 32.8 | -4.1 | 5.1 |
| Sharpe Ratio | NA | 1.48 | 1.9 | 1.17 | 0.55 | 0.67 | 0.44 | 1.54 | 1.71 | -0.9 | 1.87 | 0.76 | 2.36 | -0.31 | 3.98 |
| Draw Down(%) | NA | 9.7 | 9.7 | 19.9 | 27.3 | 32.8 | 19.9 | 9.1 | 11.2 | 27.3 | 5.6 | 32.8 | 6.8 | 19.8 | 0.9 |
| Standard Deviation(%) | NA | 14.9 | 12.8 | 15.5 | 17.8 | 19.7 | 19.8 | 13.4 | 14.0 | 25.8 | 13.7 | 34.2 | 13.3 | 17.5 | 5.9 |
| Treynor Ratio | NA | 0.21 | 0.24 | 0.18 | 0.1 | 0.13 | 0.09 | 0.2 | 0.23 | -0.22 | 0.26 | 0.27 | 0.3 | -0.05 | 0.24 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 1.04 | 1.01 | 1.02 | 1.02 | 1.0 | 1.0 | 1.03 | 1.02 | 1.03 | 0.99 | 0.97 | 1.04 | 1.02 | 0.99 |
| RSquared | NA | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.93 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 | 0.97 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | 6.0 | 2.3 | 1.4 | 1.0 | 1.3 | 1.2 | 1.5 | 4.0 | 2.5 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | 228.1 | 107.1 | 6.4 | -7.3 | 36.6 | 3.4 | -65.0 | 68.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/03/2017
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