Nasdaq - Delayed Quote USD

Calvert US Large Cap Growth Rspnb Idx I (CGJIX)

66.00
+2.50
+(3.94%)
At close: 6:45:19 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.23%
5y Average Return 15.60%
Number of Years Up 8
Number of Years Down 1
Best 1Y Total Return (May 9, 2025) 38.67%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 38.67%
Worst 3Y Total Return 8.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CGJIX
Category
YTD
-7.87%
12.38%
1-Month
0.50%
5.09%
3-Month
-9.70%
10.28%
1-Year
11.00%
41.70%
3-Year
13.26%
22.56%
5-Year
15.73%
21.98%
10-Year
0.00%
15.99%
Last Bull Market
21.98%
25.99%
Last Bear Market
-19.64%
-17.29%

Annual Total Return (%) History

Year
CGJIX
Category
2025
--
--
2024
27.75%
--
2023
36.66%
--
2022
-26.83%
--
2021
26.11%
--
2020
38.67%
35.86%
2019
35.32%
31.90%
2018
0.76%
-2.09%

2017
27.39%
27.67%
2016
4.44%
3.23%
2015
--
3.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.33% -- -- --
2024 10.67% 5.82% 4.79% 4.11%
2023 12.85% 11.32% -3.98% 13.30%
2022 -8.55% -19.64% -3.96% 3.68%
2021 1.86% 10.21% 1.21% 11.00%
2020 -13.36% 27.14% 12.27% 12.13%
2019 16.01% 4.25% 1.43% 10.32%
2018 1.77% 4.98% 10.37% -14.54%
2017 8.77% 5.09% 4.76% 6.40%
2016 -0.25% 0.20% 4.96% -0.44%

2015 -5.35% 6.78% -- --

Rank in Category (By Total Return)

YTD 61
1-Month 78
3-Month 42
1-Year 57
3-Year 57
5-Year 29

Load Adjusted Returns

1-Year 11.00%
3-Year 13.26%
5-Year 15.73%
10-Year --

Performance & Risk

YTD Return -6.23%
5y Average Return 15.60%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Calvert Research and Management
Net Assets 656.22M
YTD Return -7.87%
Yield 0.58%
Morningstar Rating
Inception Date Jun 19, 2015

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”).

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