Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDEI (Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF) | 6.20% | 21.65% | 17.77% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/01/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDEI (Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF) | 02/01/2023 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.30 | 21.65 | 17.77 | NA | NA | NA | NA | … | … | 6.20 | 16.60 | 18.68 | 20.46 |
| Sharpe Ratio | NA | 1.84 | 1.04 | NA | NA | NA | NA | … | … | 1.17 | 0.73 | 1.18 | 1.47 |
| Standard Deviation(%) | NA | 12.27 | 14.97 | NA | NA | NA | NA | … | … | 14.13 | 18.84 | 12.79 | 12.91 |
| Draw Down(%) | NA | 9.89 | 19.47 | NA | NA | NA | NA | … | … | 9.89 | 19.47 | 9.53 | 9.98 |
| Yield(%) | 0.00 | 1.20 | 1.53 | 1.02 | 0.51 | 0.34 | 0.26 | … | … | 0.22 | 1.21 | 1.43 | 1.38 |
Data as of 06/10/2026, Common starting date is 02/01/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDEI (Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF) |
15.61%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDEI (Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF) |
20.38%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart