CISIX vs. VIIIX

Both investments have delivered pretty close results over the past 10 years, with CISIX having a 12.51% annualized return and VIIIX not far ahead at 12.97%.

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CISIX has a 0.24% expense ratio, which is higher than VIIIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Calvert US Large-Cap Core Responsible Index Fund (CISIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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 CISIX Sharpe Ratio is 0.62, which is comparable to the VIIIX Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of CISIX and VIIIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CISIX's dividend yield for the trailing twelve months is around 1.77%, less than VIIIX's 2.54% yield.

The maximum CISIX drawdown since its inception was -58.02%, which is greater than VIIIX's maximum drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for CISIX and VIIIX.

Calvert US Large-Cap Core Responsible Index Fund (CISIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) have volatilities of 4.98% and 4.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.