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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.04% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CISIX | Category Average | CISIX | Category Average | CISIX | Category Average | |
| Alpha | -0.92 | -0.01 | -1.22 | -0.01 | -0.54 | -0.01 |
| BETA | 1.05 | 0.01 | 1.05 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 1.03 | 0.01 | 1.27 | 0.01 | 1.05 | 0.01 |
| R-squared | 99.09 | 0.94 | 98.74 | 0.95 | 98.82 | 0.95 |
| Standard Deviation | 17.22 | 0.17 | 16.99 | 0.19 | 15.93 | 0.15 |
| Sharpe Ratio | 0.45 | 0 | 0.73 | 0.01 | 0.67 | 0.01 |
| Treynor Ratio | 6.42 | 0.03 | 11.37 | 0.1 | 9.69 | 0.1 |
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