Calvert US Large-Cap Core Responsible Index ETF (CVLC)
CVLC is a passive ETF by Calvert tracking the investment results of the Calvert US Large-Cap Core Responsible Index - Benchmark TR Gross. CVLC launched on Jan 30, 2023 and has a 0.15% expense ratio.
ETF Info
| ISIN | US61774R2058 |
|---|---|
| Issuer | Calvert |
| Inception Date | Jan 30, 2023 |
| Region | North America (U.S.) |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Calvert US Large-Cap Core Responsible Index - Benchmark TR Gross |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
CVLC has an expense ratio of 0.15%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: CVLC vs. SRLN, CVLC vs. VOO, CVLC vs. BDGS, CVLC vs. KLIP, CVLC vs. SCHG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Calvert US Large-Cap Core Responsible Index ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Calvert US Large-Cap Core Responsible Index ETF had a return of 20.48% year-to-date (YTD) and 34.09% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.48% | 20.10% |
| 1 month | 0.15% | -0.39% |
| 6 months | 12.20% | 11.72% |
| 1 year | 34.09% | 31.44% |
| 5 years (annualized) | N/A | 13.30% |
| 10 years (annualized) | N/A | 10.96% |
Monthly Returns
The table below presents the monthly returns of CVLC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.59% | 5.20% | 3.14% | -4.22% | 4.42% | 3.68% | 1.42% | 2.03% | 2.27% | -0.83% | 20.48% | ||
| 2023 | -1.68% | 2.78% | 0.65% | 1.09% | 6.97% | 3.15% | -1.70% | -5.20% | -2.96% | 10.06% | 5.43% | 19.04% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of CVLC is 87, placing it in the top 13% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Calvert US Large-Cap Core Responsible Index ETF (CVLC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Calvert US Large-Cap Core Responsible Index ETF provided a 1.06% dividend yield over the last twelve months, with an annual payout of $0.76 per share.
| Period | TTM | 2023 |
|---|---|---|
| Dividend | $0.76 | $0.55 |
Dividend yield | 1.06% | 0.91% |
Monthly Dividends
The table displays the monthly dividend distributions for Calvert US Large-Cap Core Responsible Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.53 | |
| 2023 | $0.03 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.22 | $0.55 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Calvert US Large-Cap Core Responsible Index ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Calvert US Large-Cap Core Responsible Index ETF was 11.30%, occurring on Oct 27, 2023. Recovery took 24 trading sessions.
The current Calvert US Large-Cap Core Responsible Index ETF drawdown is 2.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.3% | Aug 1, 2023 | 63 | Oct 27, 2023 | 24 | Dec 1, 2023 | 87 |
| -9.26% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -8.7% | Feb 3, 2023 | 26 | Mar 13, 2023 | 53 | May 26, 2023 | 79 |
| -6.08% | Apr 1, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -2.68% | Oct 21, 2024 | 9 | Oct 31, 2024 | — | — | — |
Volatility
Volatility Chart
The current Calvert US Large-Cap Core Responsible Index ETF volatility is 3.32%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.