CRFIX vs. NANC

In the year-to-date period, CRFIX achieves a -0.70% return, which is significantly lower than NANC's 1.76% return.

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CRFIX has a 0.74% expense ratio, which is lower than NANC's 0.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Calvert Focused Value Fund (CRFIX) and Subversive Unusual Whales Democratic ETF (NANC). 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 CRFIX Sharpe Ratio is -0.02, which is lower than the NANC Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of CRFIX and NANC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CRFIX's dividend yield for the trailing twelve months is around 4.40%, more than NANC's 0.20% yield.

The maximum CRFIX drawdown since its inception was -20.72%, roughly equal to the maximum NANC drawdown of -20.94%. Use the drawdown chart below to compare losses from any high point for CRFIX and NANC.

Calvert Focused Value Fund (CRFIX) and Subversive Unusual Whales Democratic ETF (NANC) have volatilities of 5.01% and 5.03%, 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.