Calvert Global Water Fund (CFWAX) Alternatives
Calvert Global Water Fund (CFWAX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CFWAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CFWAX
CFWAX charges 1.24% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among CFWAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | Oct 7, 2004 | CFWAX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | Nov 12, 2001 | CFWAX vs VGELX | |
| Vanguard Energy Fund Investor Shares | 0.41% | May 23, 1984 | CFWAX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | Jan 17, 2012 | CFWAX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | Jan 19, 1969 | CFWAX vs PRNEX |
Best Risk-Adjusted Alternatives to CFWAX
Among mutual funds in the Energy Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Global Energy Transition Fund | 98 | Nov 14, 1995 | CFWAX vs RSNRX | |
| Victory Global Energy Transition Fund Class Y | 98 | May 1, 2007 | CFWAX vs RSNYX | |
| U.S. Global Investors Global Resources Fund | 97 | Aug 2, 1983 | CFWAX vs PSPFX | |
| Goehring & Rozencwajg Resources Fund | 97 | Dec 29, 2016 | CFWAX vs GRHIX | |
| Delaware Ivy Natural Resources Fund | 96 | Jan 1, 1997 | CFWAX vs IGNAX |
Top Performing CFWAX Alternatives (YTD)
CFWAX alternatives from the Energy Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 65.25% | Jun 4, 2006 | CFWAX vs OEPIX | |
| Fidelity Select Energy Portfolio | 40.53% | Jul 14, 1981 | CFWAX vs FSENX | |
| Vanguard Energy Index Fund Admiral Shares | 39.76% | Oct 7, 2004 | CFWAX vs VENAX | |
| Rydex Energy Services Fund | 39.66% | Mar 31, 1998 | CFWAX vs RYVIX | |
| Invesco Energy Fund | 38.85% | Jan 18, 1984 | CFWAX vs FSTEX |
Lowest Volatility Alternatives to CFWAX
CFWAX alternatives from the Energy Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Global Infrastructure Fund, Inc. | 11.49% | May 2, 2004 | CFWAX vs CSUIX | |
| Centre Global Infrastructure Fund | 11.79% | Jan 28, 2018 | CFWAX vs DHIVX | |
| Pax Global Sustainable Infrastructure Fund | 11.81% | Dec 15, 2016 | CFWAX vs PAXDX | |
| Frontier MFG Core Infrastructure Fund | 11.91% | Jan 17, 2012 | CFWAX vs FMGIX | |
| JHancock Infrastructure Fund | 11.92% | Dec 19, 2013 | CFWAX vs JEEIX |
Lowest Drawdown Alternatives to CFWAX
CFWAX alternatives from the Energy Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Brookfield Global Listed Infrastructure Fund | -7.55% | Nov 29, 2011 | CFWAX vs BGLYX | |
| Centre Global Infrastructure Fund | -7.73% | Jan 28, 2018 | CFWAX vs DHIVX | |
| PGIM Jennison Global Infrastructure Fund | -7.74% | Sep 24, 2013 | CFWAX vs PGJZX | |
| Frontier MFG Core Infrastructure Fund | -7.74% | Jan 17, 2012 | CFWAX vs FMGIX | |
| JHancock Infrastructure Fund | -7.76% | Dec 19, 2013 | CFWAX vs JEEIX |
Other Mutual Funds from Calvert Research and Management
Most popular Calvert Research and Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 39 | -7.68% | Jun 30, 2000 | CFWAX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -11.00% | Aug 24, 1987 | CFWAX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 32 | -9.44% | Jun 19, 2015 | CFWAX vs CGJIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 43 | -1.87% | Jun 19, 2015 | CFWAX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | -0.39% | Oct 30, 2012 | CFWAX vs CVMIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | -1.74% | Oct 30, 2015 | CFWAX vs CDHIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 82 | -2.08% | Jul 9, 2001 | CFWAX vs CYBIX | |
| Calvert Focused Value Fund | Large Cap Value Equities | 23 | -4.34% | Apr 28, 2022 | CFWAX vs CRFIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 0.31% | Oct 31, 2006 | CFWAX vs CULAX | |
| Calvert Income Fund | Corporate Bonds | 79 | -0.99% | Oct 12, 1982 | CFWAX vs CFICX |
Often Compared With CFWAX
What investors most often compare with CFWAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | CFWAX vs SPY | |
| First Eagle Gold Fund | Precious Metals | 90 | 2.57% | Aug 30, 1993 | CFWAX vs SGGDX | |
| Global X Clean Water ETF | Water Equities | 46 | 1.11% | Apr 8, 2021 | CFWAX vs AQWA | |
| Xylem Inc. | 41 | -11.95% | — | CFWAX vs XYL | ||
| Rydex Energy Fund | Energy Equities | 85 | 37.40% | Apr 20, 1998 | CFWAX vs RYEIX |
Compare CFWAX with Any Fund or Stock
Compare CFWAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.