Calvert US Select Equity ETF (CVSE)
CVSE is an actively managed ETF by Calvert. CVSE launched on Jan 30, 2023 and has a 0.29% expense ratio.
ETF Info
| ISIN | US61774R5028 |
|---|---|
| Issuer | Calvert |
| Inception Date | Jan 30, 2023 |
| Region | North America (U.S.) |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
CVSE features an expense ratio of 0.29%, falling within the medium range.
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: CVSE vs. NULV, CVSE vs. BDGS, CVSE vs. USXF
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Calvert US Select Equity 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 Select Equity ETF had a return of 23.03% year-to-date (YTD) and 37.15% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 23.03% | 25.70% |
| 1 month | 2.33% | 3.51% |
| 6 months | 13.10% | 14.80% |
| 1 year | 37.15% | 37.91% |
| 5 years (annualized) | N/A | 14.18% |
| 10 years (annualized) | N/A | 11.41% |
Monthly Returns
The table below presents the monthly returns of CVSE, 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 | 2.08% | 5.25% | 3.37% | -5.51% | 3.95% | 2.98% | 1.69% | 3.00% | 1.87% | -1.74% | 23.03% | ||
| 2023 | -2.12% | 2.24% | 0.91% | -0.07% | 6.56% | 1.96% | -1.21% | -6.04% | -2.31% | 10.10% | 5.15% | 15.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of CVSE is 84, placing it in the top 16% 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 Select Equity ETF (CVSE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Calvert US Select Equity ETF provided a 1.05% dividend yield over the last twelve months, with an annual payout of $0.74 per share.
| Period | TTM | 2023 |
|---|---|---|
| Dividend | $0.74 | $0.70 |
Dividend yield | 1.05% | 1.22% |
Monthly Dividends
The table displays the monthly dividend distributions for Calvert US Select Equity 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 | $0.14 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.50 | |
| 2023 | $0.10 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.24 | $0.70 |
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 Select Equity 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 Select Equity ETF was 11.56%, occurring on Oct 27, 2023. Recovery took 24 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.56% | Jul 20, 2023 | 71 | Oct 27, 2023 | 24 | Dec 1, 2023 | 95 |
| -9.17% | Feb 3, 2023 | 26 | Mar 13, 2023 | 57 | Jun 2, 2023 | 83 |
| -8.59% | Jul 17, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -6.57% | Apr 1, 2024 | 15 | Apr 19, 2024 | 37 | Jun 12, 2024 | 52 |
| -3.99% | Sep 3, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
Volatility
Volatility Chart
The current Calvert US Select Equity ETF volatility is 3.72%, 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.