Nasdaq - Delayed Quote USD
Calvert US Large Cap Growth Rspnb Idx A (CGJAX)
65.49
+0.08
+(0.12%)
At close: 8:00:19 PM EDT
Fund Summary
The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. The index is composed of the common stocks of large growth companies that operate their businesses in a manner consistent with The Calvert Principles for Responsible Investment (the “Calvert Principles”).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 38.28% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -2.45% |
| 5y Average Return | 15.90% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CGJAX | Category Average | CGJAX | Category Average | CGJAX | Category Average | |
| Alpha | 0.34 | 0.03 | -1.13 | 0.04 | -- | 0.01 |
| BETA | 1.08 | 0.01 | 1.11 | 0.01 | -- | 0.01 |
| Mean Annual Return | 1.16 | 0.02 | 1.34 | 0.02 | -- | 0.01 |
| R-squared | 94.91 | 0.89 | 93.63 | 0.87 | -- | 0.87 |
| Standard Deviation | 18.19 | 0.2 | 18.46 | 0.16 | -- | 0.15 |
| Sharpe Ratio | 0.51 | 0.01 | 0.72 | 0.01 | -- | 0.01 |
| Treynor Ratio | 7.64 | 0.21 | 11.38 | 0.21 | -- | 0.15 |
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