Calvert Global Energy Solutions Fund (CAEIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CAEIX
CAEIX charges 0.99% annually. There are 132 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | CAEIX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | CAEIX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | CAEIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | CAEIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | CAEIX vs UCEQX |
Best Risk-Adjusted Alternatives to CAEIX
CAEIX has a PortfoliosLab risk / return rank of 44. There are 118 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | CAEIX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | CAEIX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | CAEIX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | CAEIX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | CAEIX vs EPSYX |
Top Performing CAEIX Alternatives (YTD)
CAEIX is at 11.37% YTD. There are 105 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | CAEIX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | CAEIX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | CAEIX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | CAEIX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | CAEIX vs PGVFX |
Lowest Volatility Alternatives to CAEIX
CAEIX has 17.87% 1-year volatility. There are 197 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | CAEIX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | CAEIX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | CAEIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | CAEIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | CAEIX vs SVTAX |
Lowest Drawdown Alternatives to CAEIX
CAEIX has a 1-year max drawdown of -11.97%. There are 170 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | CAEIX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | CAEIX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | CAEIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | CAEIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | CAEIX vs SGMAX |
Other Mutual Funds from Calvert
The 10 most viewed Calvert mutual funds shown here include CISIX, CSIEX, CDHIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 62 | 11.89% | — | Jun 2000 | CAEIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 2 | -4.70% | — | Aug 1987 | CAEIX vs CSIEX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 17.06% | — | Oct 2015 | CAEIX vs CDHIX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 30 | 8.07% | — | Jun 2015 | CAEIX vs CGJIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.55% | — | Oct 2006 | CAEIX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 94 | 22.97% | — | Jun 2015 | CAEIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Equities | 68 | 22.37% | — | Oct 2012 | CAEIX vs CVMIX | |
| Calvert Growth Allocation Fund | Diversified Portfolio | 53 | 10.19% | — | Jun 2005 | CAEIX vs CAAAX | |
| Calvert Income Fund | Corporate Bonds | 18 | -0.74% | — | Oct 1982 | CAEIX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 35 | 0.27% | — | Jul 2001 | CAEIX vs CYBIX |
Often Compared With CAEIX
Investors most often compare CAEIX with ETIMX, SPY, MEGI. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CAEIX with Any Fund or Stock
Compare CAEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CAEIX with funds that move differently
Calvert Global Energy Solutions Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAEIX.
Explore CAEIX Diversifiers