Nasdaq - Delayed Quote USD

Calvert US Large Cap Core Rspnb Idx I (CISIX)

50.25
+1.66
+(3.42%)
At close: 6:45:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.58%
5y Average Return 14.86%
Number of Years Up 19
Number of Years Down 5
Best 1Y Total Return (May 9, 2025) 35.04%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 35.04%
Worst 3Y Total Return 7.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CISIX
Category
YTD
-6.26%
5.31%
1-Month
-0.42%
-4.19%
3-Month
-8.89%
3.90%
1-Year
10.39%
20.31%
3-Year
11.44%
6.48%
5-Year
14.75%
11.78%
10-Year
11.98%
10.96%
Last Bull Market
21.19%
25.56%
Last Bear Market
-17.43%
-15.11%

Annual Total Return (%) History

Year
CISIX
Category
2025
--
--
2024
24.15%
--
2023
27.26%
22.32%
2022
-21.66%
-16.96%
2021
25.62%
26.07%
2020
26.11%
15.83%
2019
32.82%
28.78%
2018
-4.07%
-6.27%

2017
21.18%
20.44%
2016
10.71%
10.37%
2015
1.14%
-1.07%
2014
14.41%
10.96%
2013
35.04%
31.50%
2012
17.71%
14.96%
2011
0.05%
-1.27%
2010
13.73%
14.01%
2009
34.84%
28.17%
2008
-39.69%
-37.79%
2007
3.23%
6.16%
2006
11.94%
14.17%
2005
3.50%
5.88%
2004
8.13%
10.02%
2003
30.16%
27.05%
2002
-24.45%
-22.25%
2001
-13.83%
-13.50%
2000
--
-6.31%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.87% -- -- --
2024 10.12% 3.68% 5.88% 2.71%
2023 8.15% 8.65% -4.01% 12.82%
2022 -7.04% -17.43% -4.39% 6.75%
2021 5.12% 8.24% 0.59% 9.76%
2020 -18.26% 22.70% 10.64% 13.65%
2019 14.20% 4.55% 1.64% 9.45%
2018 -0.13% 2.33% 8.82% -13.74%
2017 6.56% 2.93% 4.08% 6.16%
2016 0.44% 1.60% 4.79% 3.52%

2015 1.83% 1.28% -7.19% 5.67%
2014 1.73% 4.14% 1.80% 6.08%
2013 10.62% 3.81% 6.30% 10.63%
2012 15.92% -4.30% 6.31% -0.19%
2011 4.66% 0.16% -13.49% 10.32%
2010 5.81% -11.36% 10.02% 10.20%
2009 -8.89% 18.39% 17.68% 6.23%
2008 -10.32% -4.91% -5.25% -25.36%
2007 0.00% 5.48% 1.83% -3.89%
2006 3.68% -3.55% 5.99% 5.61%
2005 -5.10% 2.04% 3.36% 3.41%
2004 1.21% 1.56% -4.08% 9.66%
2003 -2.53% 16.34% 2.87% 11.59%
2002 -1.63% -15.31% -17.65% 10.12%
2001 -14.33% 6.91% -17.26% 13.72%
2000 -1.20% -13.07% -- --

Rank in Category (By Total Return)

YTD 80
1-Month 29
3-Month 77
1-Year 49
3-Year 41
5-Year 50

Load Adjusted Returns

1-Year 10.39%
3-Year 11.44%
5-Year 14.75%
10-Year 11.98%

Performance & Risk

YTD Return -4.58%
5y Average Return 14.86%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Calvert Research and Management
Net Assets 5.31B
YTD Return -6.26%
Yield 0.99%
Morningstar Rating
Inception Date Jun 30, 2000

Fund Summary

The fund normally invests 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 companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

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