Calvert International Responsible ETF (CVIE) Performance
CVIE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +14.0% since Dec 31, 2025
- 1 year
- +17.9% total return
- 3 years
- +22.8% a year
- Since first price
- +16.3% a year since 2023
CVIE trailing returns vs SPY, QQQ, AGG
| Period | CVIE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −4.4% | −4.4% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.7% | −2.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.2% | +3.0% | +7.8% | +8.4% | −1.5% |
| YTD | +14.0% | +12.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +17.9% | +14.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +85.0%+22.8%/yr | +71.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionJan 31, 2023 | +75.4%+16.3%/yr | +60.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: CVIE vs SPY
From Jan 31, 2023: CVIE grew to $17,542, SPY to $19,602.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
CVIE returns by calendar year
2 of 2 full years positive. Best 2025 (+33.2%), worst 2024 (+5.4%). 2026 is year to date.
CVIE annual returns table
| Year | CVIE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +14.0% | −12.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +33.2% | −13.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +5.4% | −8.6% | +24.9% | +25.6% | +1.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
CVIE largest drawdowns
Now 6.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 5, 2025 | −13.5% | Apr 8, 2025 | Apr 29, 2025 | 34 days | 55 days |
| Jul 28, 2023 | −12.7% | Oct 27, 2023 | Dec 13, 2023 | 3 months | 5 months |
| Feb 26, 2026 | −12.7% | Mar 30, 2026 | May 6, 2026 | 32 days | 2 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
CVIE risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +22.8% | +17.7% |
| Volatility (annualized) | 13.9% | 13.8% |
| Sharpe ratio | 1.25 | 0.93 |
| Sortino ratio | 2.21 | 1.56 |
| Best month | +9.6% | +9.6% |
| Worst month | −9.2% | −9.2% |
| Best 12 months | +40.7% | +40.7% |
| Worst 12 months | +4.5% | +4.5% |
| Positive months | 67% | 64% |
| Beta vs S&P 500 | 0.81 | — |
| Correlation with S&P 500 | 0.72 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
CVIE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 34 | +4.5% | +17.8% | +40.7% | 100% |
| 3-year (a year) | 10 | +16.2% | +21.3% | +22.8% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
CVIE performance overview
Calvert International Responsible ETF (CVIE) returned +17.9% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +16.3% a year, turning $10,000 into about $17,542. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −13.5%, from Mar 5, 2025 to Apr 8, 2025, and it took 21 days to get back to the old high. Volatility has been 13.8% a year.
Related: CVIE chart, CVIE holdings, CVIE dividends. See the CVIE overview for the latest quote and fund facts.
CVIE performance FAQ
What is the CVIE return over the past year?
CVIE returned +17.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 14.9%.
How much would $10,000 invested in CVIE be worth?
$10,000 invested in CVIE at its first recorded close on January 31, 2023 would be worth about $17,542 on October 23, 2026 with distributions reinvested.
What was the worst year for CVIE?
The worst calendar year was 2024, with a total return of +5.4%. The best was 2025 at +33.2%.
What is the biggest drawdown of CVIE?
The largest peak-to-trough decline was −13.5% between March 5, 2025 and April 8, 2025. It recovered to the old high on April 29, 2025, 21 days after the bottom.
How volatile is CVIE?
Over the past 3 years CVIE had an annualized volatility of 13.9% and a Sharpe ratio of 1.25 (excess return over 1–3 month T-bills per unit of risk).