Summary
CVLC
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 21.09% Volatility 18.74% Sharpe 0.71
Official loaded data — not a live quote.

CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF

Symbol: CVLC

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 30/01/2023

Latest date: 17/07/2026

Current price: $93.22

Expense ratio: 0.15%

Assets under management
$869.0M
0.25% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

0.22%

Ann. -39.82% (Sharpe / Sortino numerator)

Volatility

19.12%

Sharpe ratio

-2.272

VaR 95%

-1.75%

CVaR 95%: -1.79%
Max drawdown: -7.78%
Sortino ratio: -4.319
Calmar ratio: -5.12

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

6.12%

Ann. -16.65% (Sharpe / Sortino numerator)

Volatility

15.23%

Sharpe ratio

-1.332

VaR 95%

-1.72%

CVaR 95%: -1.83%
Max drawdown: -9.80%
Sortino ratio: -2.075
Calmar ratio: -1.70

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

11.45%

Ann. -2.89% (Sharpe / Sortino numerator)

Volatility

14.03%

Sharpe ratio

-0.465

VaR 95%

-1.60%

CVaR 95%: -1.92%
Max drawdown: -9.80%
Sortino ratio: -0.667
Calmar ratio: -0.30

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

21.09%

Ann. 16.96% (Sharpe / Sortino numerator)

Volatility

18.74%

Sharpe ratio

0.711

VaR 95%

-1.63%

CVaR 95%: -2.68%
Max drawdown: -9.80%
Sortino ratio: 0.905
Calmar ratio: 1.73

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

36.54%

Ann. 12.89% (Sharpe / Sortino numerator)

Volatility

16.94%

Sharpe ratio

0.547

VaR 95%

-1.72%

CVaR 95%: -2.50%
Max drawdown: -19.92%
Sortino ratio: 0.701
Calmar ratio: 0.65

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

70.17%

Ann. 17.80% (Sharpe / Sortino numerator)

Volatility

15.50%

Sharpe ratio

0.914

VaR 95%

-1.57%

CVaR 95%: -2.23%
Max drawdown: -19.92%
Sortino ratio: 1.219
Calmar ratio: 0.89

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.08%

Best day

3.037%

31/03/2026
Worst day

-2.629%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $92.99 $93.73 $92.99 $93.22 375,400
16/07/2026 $94.22 $94.46 $93.69 $94.03 13,600
15/07/2026 $94.79 $94.79 $94.04 $94.44 11,000
14/07/2026 $94.04 $94.30 $94.00 $94.27 8,000
13/07/2026 $94.50 $94.51 $93.76 $93.92 12,000
10/07/2026 $94.39 $94.75 $94.20 $94.66 9,100
09/07/2026 $93.91 $94.63 $93.91 $94.38 12,400
08/07/2026 $92.97 $93.61 $92.81 $93.61 10,600
07/07/2026 $93.98 $94.13 $93.60 $93.83 8,400
06/07/2026 $94.26 $94.66 $94.26 $94.51 7,400