Performance analysis of CVSE (CALVERT US SELECT EQUITY ETF)
Annual Return
Over the past 3 years, CVSE has had an average annual return of +11.38%, underperforming the benchmark SPY, which returned +19.31% annual.
Since Feb 1, 2023, CVSE has had an average annual return of +12.12%, underperforming the benchmark SPY, which returned +20.15% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | +10.13% | +19.10% | +13.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +0% | +0% | +0% | +0% | +0% | +0% | +0% | |||||
| 2025 | +2.19% | -0.64% | -5.90% | -0.05% | +5.58% | +4.70% | +1.53% | +1.60% | +1.61% | -0.46% | +0% | +0% | +10.13% |
| 2024 | +2.07% | +5.25% | +3.37% | -5.51% | +3.94% | +2.98% | +1.69% | +3% | +1.87% | -1.74% | +6.10% | -4.67% | +19.10% |
| 2023 | -3.59% | +2.24% | +0.90% | -0.07% | +6.56% | +1.95% | -1.20% | -6.05% | -2.31% | +10.10% | +5.15% | +13.35% |
Drawdown analysis of CVSE (CALVERT US SELECT EQUITY ETF)
The maximum drawdown for the CVSE was -20.29%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.
The current CVSE drawdown is -1.68%.
Since Feb 1, 2023 CVSE has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.29% | Dec 4, 2024 | 84 | Apr 8, 2025 | 57 | Jul 1, 2025 | 141 |
| -11.56% | Jul 19, 2023 | 71 | Oct 27, 2023 | 24 | Dec 1, 2023 | 95 |
| -9.17% | Feb 2, 2023 | 26 | Mar 13, 2023 | 57 | Jun 2, 2023 | 83 |
| -8.59% | Jul 16, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -6.57% | Mar 28, 2024 | 15 | Apr 19, 2024 | 37 | Jun 12, 2024 | 52 |
| -3.98% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.56% | Oct 18, 2024 | 9 | Oct 31, 2024 | 5 | Nov 7, 2024 | 14 |
| -3.08% | Oct 8, 2025 | 2 | Oct 10, 2025 | Ongoing | Ongoing | Ongoing |
| -2.34% | Jul 25, 2025 | 5 | Aug 1, 2025 | 8 | Aug 13, 2025 | 13 |
| -2.31% | Jun 15, 2023 | 6 | Jun 26, 2023 | 4 | Jun 30, 2023 | 10 |
| -1.87% | Dec 28, 2023 | 4 | Jan 4, 2024 | 6 | Jan 12, 2024 | 10 |
| -1.85% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -1.54% | Sep 22, 2025 | 3 | Sep 25, 2025 | 3 | Sep 30, 2025 | 6 |
| -1.53% | Sep 30, 2024 | 5 | Oct 7, 2024 | 2 | Oct 9, 2024 | 7 |
| -1.46% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -1.43% | Jan 30, 2024 | 1 | Jan 31, 2024 | 2 | Feb 2, 2024 | 3 |
| -1.39% | Feb 9, 2024 | 2 | Feb 13, 2024 | 2 | Feb 15, 2024 | 4 |
| -1.36% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -1.34% | Jul 3, 2023 | 3 | Jul 7, 2023 | 3 | Jul 12, 2023 | 6 |
| -1.30% | Jul 3, 2025 | 7 | Jul 15, 2025 | 6 | Jul 23, 2025 | 13 |
| -1.26% | Aug 28, 2025 | 2 | Sep 2, 2025 | 13 | Sep 19, 2025 | 15 |
| -1.13% | Mar 12, 2024 | 3 | Mar 15, 2024 | 2 | Mar 19, 2024 | 5 |
| -1.09% | Feb 15, 2024 | 2 | Feb 20, 2024 | 2 | Feb 22, 2024 | 4 |
| -0.98% | Mar 4, 2024 | 1 | Mar 5, 2024 | 2 | Mar 7, 2024 | 3 |
| -0.93% | Mar 21, 2024 | 3 | Mar 26, 2024 | 2 | Mar 28, 2024 | 5 |