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
CVMC (Calvert US Mid-Cap Core Responsible Index ETF) 14.29% 23.68% 15.72% 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
CVMC (Calvert US Mid-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 (%) -1.07 23.68 15.72 NA NA NA NA 14.29 9.52 12.56 4.41
Sharpe Ratio NA 1.49 0.78 NA NA NA NA 2.00 0.34 0.65 0.07
Standard Deviation(%) NA 14.12 16.30 NA NA NA NA 15.92 19.66 13.68 15.70
Draw Down(%) NA 9.35 22.53 NA NA NA NA 9.35 20.50 7.39 15.90
Yield(%) 0.00 1.44 1.50 0.89 0.45 0.30 0.22 0.24 1.50 1.36 1.04
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
CVMC (Calvert US Mid-Cap Core Responsible Index ETF) 10.84%
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
CVMC (Calvert US Mid-Cap Core Responsible Index ETF) 17.09%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return