Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CVLC (Calvert US Large-Cap Core Responsible Index ETF) 10.01% 25.88% 21.30% NA NA NA NA
Data as of 06/09/2026, Common starting date is 02/01/2023
More Performance Analytics Comparison
Name Start Date End Date
CVLC (Calvert US Large-Cap Core Responsible Index ETF) 02/01/2023 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) -2.80 25.88 21.30 NA NA NA NA 10.01 16.13 24.19 17.15
Sharpe Ratio NA 1.93 1.17 NA NA NA NA 1.52 0.69 1.52 1.13
Standard Deviation(%) NA 12.77 15.57 NA NA NA NA 14.85 19.15 13.57 13.50
Draw Down(%) NA 9.61 19.92 NA NA NA NA 9.61 19.92 9.25 11.30
Yield(%) 0.00 1.14 1.43 0.90 0.45 0.30 0.23 0.20 1.17 1.27 1.06
Data as of 06/09/2026, 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
CVLC (Calvert US Large-Cap Core Responsible Index ETF) 17.40%
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
CVLC (Calvert US Large-Cap Core Responsible Index ETF) 23.31%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return