CCAFX vs. NXTE

In the year-to-date period, CCAFX achieves a -1.08% return, which is significantly higher than NXTE's -2.47% return.

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CCAFX has a 1.18% expense ratio, which is higher than NXTE's 1.00% expense ratio.

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.

The current CCAFX Sharpe Ratio is 0.01, which is higher than the NXTE Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of CCAFX and NXTE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CCAFX's dividend yield for the trailing twelve months is around 0.09%, less than NXTE's 0.54% yield.

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.

The current volatility for Calvert Mid-Cap Fund (CCAFX) is 5.50%, while Axs Green Alpha ETF (NXTE) has a volatility of 7.77%. 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.