Performance analysis of CVMC (CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF)
Annual Return
Over the past 3 years, CVMC has had an average annual return of +14.42%, underperforming the benchmark SPY, which returned +19.62% annual.
Since Feb 1, 2023, CVMC has had an average annual return of +12.85%, underperforming the benchmark SPY, which returned +20.42% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.20% | +9.50% | +12.57% | +4.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.25% | +3.30% | -6.16% | +9.07% | +4.14% | +5% | -0.98% | +18.20% | |||||
| 2025 | +4.35% | -3.04% | -5.33% | -1.41% | +5.64% | +3.08% | +1.52% | +2.43% | +0.95% | -0.27% | +1.72% | +0% | +9.50% |
| 2024 | -1.37% | +5.75% | +4.05% | -6.09% | +2.47% | -0.72% | +5.26% | +1.63% | +2.33% | -1.38% | +8.07% | -6.94% | +12.57% |
| 2023 | -3.53% | -1.96% | -1.21% | -2.45% | +8.41% | +3.09% | -3.80% | -5.39% | -5.81% | +10.23% | +8.46% | +4.40% |
Drawdown analysis of CVMC (CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF)
The maximum drawdown for the CVMC was -22.53%, occurring on Apr 8, 2025. Recovery took 94 trading sessions.
The current CVMC drawdown is -1.48%.
Since Feb 1, 2023 CVMC has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.53% | Nov 25, 2024 | 90 | Apr 8, 2025 | 94 | Aug 22, 2025 | 184 |
| -15.90% | Jul 19, 2023 | 71 | Oct 27, 2023 | 33 | Dec 14, 2023 | 104 |
| -11.71% | Feb 2, 2023 | 30 | Mar 17, 2023 | 83 | Jul 18, 2023 | 113 |
| -9.35% | Feb 26, 2026 | 22 | Mar 30, 2026 | 13 | Apr 17, 2026 | 35 |
| -7.27% | Mar 28, 2024 | 15 | Apr 19, 2024 | 59 | Jul 16, 2024 | 74 |
| -5.91% | Jul 16, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
| -5.45% | Oct 27, 2025 | 18 | Nov 20, 2025 | 10 | Dec 5, 2025 | 28 |
| -3.90% | Dec 28, 2023 | 12 | Jan 17, 2024 | 16 | Feb 8, 2024 | 28 |
| -3.76% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -3.43% | Oct 3, 2025 | 5 | Oct 10, 2025 | 10 | Oct 24, 2025 | 15 |
| -3.28% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -3.26% | Jun 4, 2026 | 4 | Jun 10, 2026 | 2 | Jun 12, 2026 | 6 |
| -2.96% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.81% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -2.27% | Sep 11, 2025 | 10 | Sep 25, 2025 | 6 | Oct 3, 2025 | 16 |
| -2.26% | Dec 11, 2025 | 4 | Dec 17, 2025 | 12 | Jan 6, 2026 | 16 |
| -2.21% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.85% | Apr 20, 2026 | 7 | Apr 29, 2026 | 1 | Apr 30, 2026 | 8 |
| -1.83% | Jun 15, 2026 | 2 | Jun 17, 2026 | 4 | Jun 24, 2026 | 6 |
| -1.81% | Jan 15, 2026 | 2 | Jan 20, 2026 | 2 | Jan 22, 2026 | 4 |
| -1.79% | Jul 6, 2026 | 2 | Jul 8, 2026 | Ongoing | Ongoing | Ongoing |
| -1.68% | Jan 22, 2026 | 6 | Jan 30, 2026 | 5 | Feb 6, 2026 | 11 |
| -1.68% | Mar 7, 2024 | 6 | Mar 15, 2024 | 3 | Mar 20, 2024 | 9 |
| -1.65% | Sep 30, 2024 | 3 | Oct 3, 2024 | 6 | Oct 11, 2024 | 9 |
| -1.62% | Dec 19, 2023 | 1 | Dec 20, 2023 | 2 | Dec 22, 2023 | 3 |