CSIEX vs. VEIGX

In the year-to-date period, CSIEX achieves a -1.63% return, which is significantly higher than VEIGX's -2.80% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

CSIEX has a 0.91% expense ratio, which is higher than VEIGX's 0.56% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Calvert Equity Fund (CSIEX) and Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX). 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 CSIEX Sharpe Ratio is -0.18, which is lower than the VEIGX Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of CSIEX and VEIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CSIEX's dividend yield for the trailing twelve months is around 0.18%, less than VEIGX's 1.67% yield.

The maximum CSIEX drawdown since its inception was -57.51%, which is greater than VEIGX's maximum drawdown of -30.54%. Use the drawdown chart below to compare losses from any high point for CSIEX and VEIGX. For additional features, visit the drawdowns tool.

Calvert Equity Fund (CSIEX) and Vanguard Global ESG Select Stock Fund Investor Shares (VEIGX) have volatilities of 11.17% and 11.10%, 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.