CAEIX vs. PGIIX
Compare and contrast key facts about Calvert Global Energy Solutions Fund (CAEIX) and Polen Global Growth Fund (PGIIX).
CAEIX is managed by Calvert Research and Management. It was launched on May 30, 2007. PGIIX is managed by Polen Capital. It was launched on Dec 29, 2014.
Performance
CAEIX vs. PGIIX - Performance Comparison
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CAEIX vs. PGIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAEIX Calvert Global Energy Solutions Fund | 7.51% | 32.61% | -7.13% | 5.67% | -17.43% | 6.73% | 61.52% | 33.48% | -19.26% | 29.65% |
PGIIX Polen Global Growth Fund | -15.16% | 1.91% | 16.43% | 31.09% | -31.20% | 17.43% | 23.67% | 35.47% | 2.48% | 31.52% |
Returns By Period
In the year-to-date period, CAEIX achieves a 7.51% return, which is significantly higher than PGIIX's -15.16% return. Over the past 10 years, CAEIX has outperformed PGIIX with an annualized return of 10.27%, while PGIIX has yielded a comparatively lower 9.14% annualized return.
CAEIX
- 1D
- 3.16%
- 1M
- -3.78%
- YTD
- 7.51%
- 6M
- 10.19%
- 1Y
- 45.58%
- 3Y*
- 8.82%
- 5Y*
- 3.73%
- 10Y*
- 10.27%
PGIIX
- 1D
- 3.23%
- 1M
- -6.40%
- YTD
- -15.16%
- 6M
- -17.87%
- 1Y
- -8.90%
- 3Y*
- 5.79%
- 5Y*
- 0.62%
- 10Y*
- 9.14%
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CAEIX vs. PGIIX - Expense Ratio Comparison
Both CAEIX and PGIIX have an expense ratio of 0.99%.
Return for Risk
CAEIX vs. PGIIX — Risk / Return Rank
CAEIX
PGIIX
CAEIX vs. PGIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Global Energy Solutions Fund (CAEIX) and Polen Global Growth Fund (PGIIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CAEIX | PGIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.50 | -0.44 | +2.94 |
Sortino ratioReturn per unit of downside risk | 3.25 | -0.51 | +3.77 |
Omega ratioGain probability vs. loss probability | 1.45 | 0.94 | +0.52 |
Calmar ratioReturn relative to maximum drawdown | 4.01 | -0.46 | +4.47 |
Martin ratioReturn relative to average drawdown | 16.83 | -1.41 | +18.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CAEIX | PGIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.50 | -0.44 | +2.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.03 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.48 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.49 | -0.45 |
Correlation
The correlation between CAEIX and PGIIX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CAEIX vs. PGIIX - Dividend Comparison
CAEIX's dividend yield for the trailing twelve months is around 0.67%, less than PGIIX's 25.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAEIX Calvert Global Energy Solutions Fund | 0.67% | 0.72% | 1.17% | 1.07% | 0.86% | 0.49% | 0.82% | 1.23% | 2.00% | 1.40% | 1.79% | 0.72% |
PGIIX Polen Global Growth Fund | 25.48% | 21.62% | 7.45% | 0.00% | 1.15% | 2.48% | 0.00% | 0.04% | 1.93% | 0.00% | 0.05% | 0.09% |
Drawdowns
CAEIX vs. PGIIX - Drawdown Comparison
The maximum CAEIX drawdown since its inception was -75.81%, which is greater than PGIIX's maximum drawdown of -37.09%. Use the drawdown chart below to compare losses from any high point for CAEIX and PGIIX.
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Drawdown Indicators
| CAEIX | PGIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.81% | -37.09% | -38.72% |
Max Drawdown (1Y)Largest decline over 1 year | -11.07% | -22.38% | +11.31% |
Max Drawdown (5Y)Largest decline over 5 years | -32.58% | -37.09% | +4.51% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | -37.09% | -0.45% |
Current DrawdownCurrent decline from peak | -10.38% | -19.74% | +9.36% |
Average DrawdownAverage peak-to-trough decline | -49.05% | -6.94% | -42.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 7.30% | -4.67% |
Volatility
CAEIX vs. PGIIX - Volatility Comparison
Calvert Global Energy Solutions Fund (CAEIX) has a higher volatility of 7.69% compared to Polen Global Growth Fund (PGIIX) at 6.94%. This indicates that CAEIX's price experiences larger fluctuations and is considered to be riskier than PGIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAEIX | PGIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.69% | 6.94% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 12.51% | 11.98% | +0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.49% | 20.98% | -2.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 19.52% | -0.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.63% | 19.17% | +0.46% |