Calvert-OE
Statistics as of Apr 02, 2025
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Found total of 34 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets ▼ | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.65% | TTM Yield 0.3% | 3yr Sharpe 0.09 | YTD Return 0.2% | 3yr Return 18.1% | 1yr Return 4.3% | Total Assets $6B | 6M Money Flow -$900M | |
Expense Ratio 0.90% Expense Ratio 0.58% Expense Ratio 1.65% | ||||||||
Expense Ratio 0.24% | TTM Yield 1.0% | 3yr Sharpe 0.21 | YTD Return -4.7% | 3yr Return 26.5% | 1yr Return 8.8% | Total Assets $5B | 6M Money Flow -$70M | |
Expense Ratio 0.19% Expense Ratio 0.49% Expense Ratio 1.24% | ||||||||
Expense Ratio 0.53% | TTM Yield 4.7% | 3yr Sharpe -0.37 | YTD Return 2.9% | 3yr Return 6.1% | 1yr Return 6.9% | Total Assets $4B | 6M Money Flow $363M | |
Expense Ratio 0.46% Expense Ratio 0.73% Expense Ratio 1.53% | ||||||||
Expense Ratio 0.51% | TTM Yield 4.9% | 3yr Sharpe 0.00 | YTD Return 1.8% | 3yr Return 13.7% | 1yr Return 6.7% | Total Assets $3B | 6M Money Flow $169M | |
Expense Ratio 0.45% Expense Ratio 0.76% Expense Ratio 1.51% | ||||||||
Expense Ratio 0.94% | TTM Yield 0.3% | 3yr Sharpe -0.12 | YTD Return -3.0% | 3yr Return 7.6% | 1yr Return 4.4% | Total Assets $3B | 6M Money Flow -$195M | |
Expense Ratio 1.19% Expense Ratio 0.86% Expense Ratio 1.94% | ||||||||
Expense Ratio 0.24% | TTM Yield 2.1% | 3yr Sharpe 0.07 | YTD Return 1.9% | 3yr Return 17.9% | 1yr Return 9.4% | Total Assets $2B | 6M Money Flow -$94M | |
Expense Ratio 0.19% Expense Ratio 0.49% | ||||||||
Expense Ratio 0.90% | TTM Yield 1.4% | 3yr Sharpe 0.18 | YTD Return -1.7% | 3yr Return 21.1% | 1yr Return 10.1% | Total Assets $1B | 6M Money Flow $21M | |
Expense Ratio 0.66% Expense Ratio 0.61% Expense Ratio 1.66% | ||||||||
Expense Ratio 1.03% | TTM Yield 0.6% | 3yr Sharpe -0.31 | YTD Return 3.4% | 3yr Return -2.9% | 1yr Return 6.9% | Total Assets $1B | 6M Money Flow -$222M | |
Expense Ratio 1.28% Expense Ratio 0.96% Expense Ratio 2.03% | ||||||||
Expense Ratio 0.49% | TTM Yield 4.7% | 3yr Sharpe -0.50 | YTD Return 2.9% | 3yr Return 3.6% | 1yr Return 6.3% | Total Assets $1B | 6M Money Flow $39M | |
Expense Ratio 0.74% Expense Ratio 0.46% | ||||||||
Expense Ratio 0.29% | TTM Yield 2.7% | 3yr Sharpe 0.07 | YTD Return 6.3% | 3yr Return 17.6% | 1yr Return 6.6% | Total Assets $1B | 6M Money Flow $15M | |
Expense Ratio 0.26% Expense Ratio 0.54% | ||||||||
Expense Ratio 0.70% | TTM Yield 5.4% | 3yr Sharpe -0.30 | YTD Return 2.7% | 3yr Return 6.6% | 1yr Return 7.7% | Total Assets $1B | 6M Money Flow $50M | |
Expense Ratio 0.64% Expense Ratio 0.95% Expense Ratio 1.70% | ||||||||
Expense Ratio 0.89% | TTM Yield 1.3% | 3yr Sharpe -0.08 | YTD Return 4.5% | 3yr Return 9.2% | 1yr Return 4.2% | Total Assets $901M | 6M Money Flow -$140M | |
Expense Ratio 0.85% Expense Ratio 1.89% | ||||||||
Expense Ratio 0.48% | TTM Yield 3.5% | 3yr Sharpe -0.51 | YTD Return 2.6% | 3yr Return 3.7% | 1yr Return 5.7% | Total Assets $796M | 6M Money Flow -$3M | |
Expense Ratio 0.73% Expense Ratio 0.43% | ||||||||
Expense Ratio 0.47% | TTM Yield 5.0% | 3yr Sharpe 0.41 | YTD Return 1.2% | 3yr Return 14.9% | 1yr Return 5.6% | Total Assets $703M | 6M Money Flow -$85M | |
Expense Ratio 0.72% Expense Ratio 0.43% | ||||||||
Expense Ratio 0.24% | TTM Yield 0.6% | 3yr Sharpe 0.24 | YTD Return -7.0% | 3yr Return 29.5% | 1yr Return 8.6% | Total Assets $660M | 6M Money Flow -$7M | |
Expense Ratio 0.21% Expense Ratio 0.49% | ||||||||
Expense Ratio 0.62% | TTM Yield 5.3% | 3yr Sharpe 0.27 | YTD Return 2.1% | 3yr Return 17.1% | 1yr Return 7.4% | Total Assets $632M | 6M Money Flow $113M | |
Expense Ratio 0.54% Expense Ratio 0.87% Expense Ratio 1.62% | ||||||||
Expense Ratio 0.99% | TTM Yield 2.0% | 3yr Sharpe -0.04 | YTD Return 1.3% | 3yr Return 11.5% | 1yr Return 3.5% | Total Assets $513M | 6M Money Flow -$36M | |
Expense Ratio 1.24% Expense Ratio 1.99% | ||||||||
Expense Ratio 0.77% | TTM Yield 5.8% | 3yr Sharpe -0.06 | YTD Return 1.1% | 3yr Return 12.9% | 1yr Return 7.3% | Total Assets $472M | 6M Money Flow -$434K | |
Expense Ratio 0.69% Expense Ratio 1.02% Expense Ratio 1.77% | ||||||||
Expense Ratio 0.24% | TTM Yield 1.2% | 3yr Sharpe -0.07 | YTD Return -2.8% | 3yr Return 10.8% | 1yr Return 3.0% | Total Assets $444M | 6M Money Flow -$8M | |
Expense Ratio 0.49% Expense Ratio 0.20% | ||||||||
Expense Ratio 0.50% | TTM Yield 3.3% | 3yr Sharpe -0.45 | YTD Return 0.0% | 3yr Return 5.6% | 1yr Return 2.6% | Total Assets $412M | 6M Money Flow -$14M | |
Expense Ratio 0.75% Expense Ratio 1.50% | ||||||||
Expense Ratio 0.97% | TTM Yield 2.3% | 3yr Sharpe -0.06 | YTD Return 0.3% | 3yr Return 11.8% | 1yr Return 6.7% | Total Assets $370M | 6M Money Flow -$23M | |
Expense Ratio 0.72% Expense Ratio 1.72% Expense Ratio 0.67% | ||||||||
Expense Ratio 0.95% | TTM Yield 1.4% | 3yr Sharpe -0.02 | YTD Return -0.5% | 3yr Return 13.3% | 1yr Return 6.5% | Total Assets $334M | 6M Money Flow -$13M | |
Expense Ratio 0.70% Expense Ratio 1.70% Expense Ratio 0.64% | ||||||||
Expense Ratio 1.09% | TTM Yield 3.2% | 3yr Sharpe -0.27 | YTD Return 1.7% | 3yr Return -2.7% | 1yr Return 2.0% | Total Assets $324M | 6M Money Flow -$26M | |
Expense Ratio 1.01% Expense Ratio 1.34% Expense Ratio 2.09% | ||||||||
Expense Ratio 0.99% | TTM Yield 3.4% | 3yr Sharpe -0.21 | YTD Return 1.5% | 3yr Return 7.9% | 1yr Return 6.5% | Total Assets $229M | 6M Money Flow -$14M | |
Expense Ratio 0.74% Expense Ratio 1.74% Expense Ratio 0.67% | ||||||||
Expense Ratio 1.18% | TTM Yield 0.1% | 3yr Sharpe -0.18 | YTD Return -0.4% | 3yr Return 5.2% | 1yr Return 4.5% | Total Assets $214M | 6M Money Flow -$14M | |
Expense Ratio 0.93% Expense Ratio 1.93% | ||||||||
Expense Ratio 1.24% | TTM Yield 0.9% | 3yr Sharpe -0.48 | YTD Return -1.3% | 3yr Return -15.9% | 1yr Return -4.3% | Total Assets $126M | 6M Money Flow -$13M | |
Expense Ratio 0.99% Expense Ratio 1.99% | ||||||||
Expense Ratio 1.22% | TTM Yield 1.5% | 3yr Sharpe -0.03 | YTD Return 5.4% | 3yr Return 11.9% | 1yr Return 10.1% | Total Assets $102M | 6M Money Flow $9M | |
Expense Ratio 2.31% | TTM Yield 8.4% | 3yr Sharpe 0.44 | YTD Return -0.1% | 3yr Return 20.2% | 1yr Return 6.0% | Total Assets $95M | 6M Money Flow -$1M | |
Expense Ratio 2.31% Expense Ratio 2.56% | ||||||||
Expense Ratio 1.31% | TTM Yield 5.8% | 3yr Sharpe - | YTD Return 3.7% | 3yr Return - | 1yr Return 8.6% | Total Assets $79M | 6M Money Flow $18M | |
Expense Ratio 1.56% Expense Ratio 1.31% Expense Ratio 2.31% | ||||||||
Expense Ratio 0.74% | TTM Yield 1.3% | 3yr Sharpe - | YTD Return -0.3% | 3yr Return - | 1yr Return 5.3% | Total Assets $58M | 6M Money Flow -$3M | |
Expense Ratio 0.74% Expense Ratio 0.99% Expense Ratio 1.74% | ||||||||
Expense Ratio 1.15% | TTM Yield 0.2% | 3yr Sharpe -0.17 | YTD Return -3.1% | 3yr Return 5.5% | 1yr Return 2.2% | Total Assets $31M | 6M Money Flow -$36M | |
Expense Ratio 0.90% Expense Ratio 1.90% | ||||||||
Expense Ratio 1.31% | TTM Yield 1.1% | 3yr Sharpe -0.23 | YTD Return -1.6% | 3yr Return 1.4% | 1yr Return 1.1% | Total Assets $21M | 6M Money Flow -$4M | |
Expense Ratio 1.06% Expense Ratio 2.06% | ||||||||
Expense Ratio 0.89% | TTM Yield 0.7% | 3yr Sharpe -0.01 | YTD Return -2.0% | 3yr Return 13.5% | 1yr Return 1.3% | Total Assets $9M | 6M Money Flow -$2M | |
Expense Ratio 1.14% | ||||||||
Expense Ratio 0.99% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -1.9% | 3yr Return - | 1yr Return -4.0% | Total Assets $6M | 6M Money Flow $8K | |
Expense Ratio 1.24% Expense Ratio 0.99% Expense Ratio 1.99% | ||||||||