Nasdaq - Delayed Quote USD

Calvert US Mid Cap Core Rspnb Idx I (CMJIX)

40.31
-0.01
(-0.02%)
At close: May 9 at 8:00:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.08%
5y Average Return 11.88%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 9, 2025) 31.05%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 31.05%
Worst 3Y Total Return 1.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CMJIX
Category
YTD
-5.72%
17.04%
1-Month
-1.48%
-0.01%
3-Month
-9.59%
5.47%
1-Year
4.22%
50.44%
3-Year
5.56%
13.15%
5-Year
11.71%
13.75%
10-Year
0.00%
11.35%
Last Bull Market
18.67%
25.95%
Last Bear Market
-16.73%
-22.55%

Annual Total Return (%) History

Year
CMJIX
Category
2025
--
--
2024
12.53%
--
2023
15.23%
--
2022
-19.07%
--
2021
21.22%
--
2020
24.00%
12.39%
2019
31.05%
26.21%
2018
-9.20%
-11.15%

2017
19.14%
15.93%
2016
15.13%
14.14%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.30% -- -- --
2024 8.35% -4.37% 9.43% -0.75%
2023 4.42% 4.35% -6.05% 12.55%
2022 -8.22% -16.73% -3.14% 9.32%
2021 7.69% 5.99% -0.53% 6.76%
2020 -24.99% 25.85% 8.48% 21.09%
2019 16.38% 4.92% -0.92% 8.31%
2018 0.43% 1.34% 6.56% -16.28%
2017 6.54% 2.45% 2.98% 5.99%
2016 1.96% 2.58% 5.29% 4.54%

Rank in Category (By Total Return)

YTD 45
1-Month 41
3-Month 46
1-Year 46
3-Year 68
5-Year 74

Load Adjusted Returns

1-Year 4.22%
3-Year 5.56%
5-Year 11.71%
10-Year --

Performance & Risk

YTD Return -3.08%
5y Average Return 11.88%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Calvert Research and Management
Net Assets 428.1M
YTD Return -5.72%
Yield 1.21%
Morningstar Rating
Inception Date Oct 30, 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 mid-size companies that operate their businesses in a manner consistent with The Calvert Principles for Responsible Investment (the “Calvert Principles”).

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