CCAFX vs. NXTE
Compare and contrast key facts about Calvert Mid-Cap Fund (CCAFX) and Axs Green Alpha ETF (NXTE).
CCAFX is managed by Calvert Research and Management. It was launched on Oct 31, 1994. NXTE is an actively managed fund by AXS Investments. It was launched on Sep 27, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CCAFX or NXTE.
Correlation
The correlation between CCAFX and NXTE is 0.78, 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.
Performance
CCAFX vs. NXTE - Performance Comparison
Key characteristics
CCAFX:
0.45
NXTE:
0.24
CCAFX:
0.69
NXTE:
0.48
CCAFX:
1.09
NXTE:
1.06
CCAFX:
0.27
NXTE:
0.36
CCAFX:
1.33
NXTE:
0.76
CCAFX:
4.42%
NXTE:
7.18%
CCAFX:
12.96%
NXTE:
22.50%
CCAFX:
-60.63%
NXTE:
-28.64%
CCAFX:
-15.40%
NXTE:
-1.97%
Returns By Period
In the year-to-date period, CCAFX achieves a 2.36% return, which is significantly lower than NXTE's 9.81% return.
CCAFX
2.36%
0.51%
-0.81%
6.49%
0.89%
0.65%
NXTE
9.81%
7.12%
7.26%
8.57%
N/A
N/A
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CCAFX vs. NXTE - Expense Ratio Comparison
CCAFX has a 1.18% expense ratio, which is higher than NXTE's 1.00% expense ratio.
Risk-Adjusted Performance
CCAFX vs. NXTE — Risk-Adjusted Performance Rank
CCAFX
NXTE
CCAFX vs. NXTE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Mid-Cap Fund (CCAFX) and Axs Green Alpha ETF (NXTE). 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.
Dividends
CCAFX vs. NXTE - Dividend Comparison
CCAFX's dividend yield for the trailing twelve months is around 0.09%, less than NXTE's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
CCAFX Calvert Mid-Cap Fund | 0.09% | 0.09% | 0.00% | 0.04% | 0.00% | 0.00% | 0.08% | 0.28% | 0.12% | 0.49% |
NXTE Axs Green Alpha ETF | 0.48% | 0.52% | 0.76% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CCAFX vs. NXTE - Drawdown Comparison
The maximum CCAFX drawdown since its inception was -60.63%, which is greater than NXTE's maximum drawdown of -28.64%. Use the drawdown chart below to compare losses from any high point for CCAFX and NXTE. For additional features, visit the drawdowns tool.
Volatility
CCAFX vs. NXTE - Volatility Comparison
The current volatility for Calvert Mid-Cap Fund (CCAFX) is 2.71%, while Axs Green Alpha ETF (NXTE) has a volatility of 5.78%. This indicates that CCAFX experiences smaller price fluctuations and is considered to be less risky than NXTE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.