CFJIX vs. VEIPX

In the year-to-date period, CFJIX achieves a 2.71% return, which is significantly lower than VEIPX's 4.11% return.

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CFJIX has a 0.24% expense ratio, which is lower than VEIPX's 0.28% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Calvert US Large-Cap Value Responsible Index Fund (CFJIX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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 CFJIX Sharpe Ratio is 0.63, which is comparable to the VEIPX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of CFJIX and VEIPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CFJIX's dividend yield for the trailing twelve months is around 6.14%, less than VEIPX's 9.50% yield.

The maximum CFJIX drawdown since its inception was -36.91%, smaller than the maximum VEIPX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for CFJIX and VEIPX.

Calvert US Large-Cap Value Responsible Index Fund (CFJIX) has a higher volatility of 4.38% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 4.00%. This indicates that CFJIX's price experiences larger fluctuations and is considered to be riskier than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.