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Calvert US Large Cap Growth Rspnb Idx A (CGJAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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62.77-0.04 (-0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.17%
5-year average return17.65%
Number of years up7
Number of years down1
Best 1-yr total return (20 June 2024)38.28%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return38.28%
Worst 3-yr total return7.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGJAXCategory
YTD11.41%12.38%
1-month5.16%5.09%
3-month3.02%10.28%
1-year29.50%41.70%
3-year9.42%22.56%
5-year18.27%21.98%
10-year0.00%15.99%
Last bull market28.38%25.99%
Last bear market-19.70%-17.29%

Annual total return (%) history

Year
CGJAXCategory
2024
N/AN/A
2023
36.35%N/A
2022
-27.02%N/A
2021
25.79%N/A
2020
38.28%35.86%
2019
35.02%31.90%
2018
0.38%-2.09%
2017
26.99%27.67%
2016
4.03%3.23%
2015
N/A3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.58%N/AN/AN/A
202312.78%11.27%-4.06%13.25%
2022-8.60%-19.70%-4.02%3.61%
20211.80%10.13%1.16%10.91%
2020-13.41%27.03%12.22%12.03%
201915.94%4.20%1.33%10.29%
20181.66%4.89%10.28%-14.63%
20178.68%5.01%4.64%6.34%
2016-0.35%0.10%4.87%-0.55%
2015-5.45%6.72%N/AN/A

Rank in category (by total return)

YTD58
1-month51
3-month37
1-year63
3-year24
5-year17

Load adjusted returns

1-year23.35%
3-year7.66%
5-year17.12%
10-yearN/A