CVIE vs NAN

Comparison between CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF (CVIE, ETF) and Nuveen New York Quality Municipal Income Fund (NAN, ETF).

CVIE vs NAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CVIE(ETF)	NAN(ETF)
Net Assets	$369M	$367M
Expense Ratio	0.18%	N/A
Max Drawdown	14.36%	52.20%
Sharpe Ratio	1.43	0.76
5Y Beta	0.81	0.15
5Y Dividends CAGR	N/A	8.45%

Net Assets

Winner

CVIE

$369M

NAN

$367M

Expense Ratio

CVIE

0.18%

NAN

N/A

Max Drawdown

Winner

CVIE

14.36%

NAN

52.20%

Sharpe Ratio

Winner

CVIE

1.43

NAN

0.76

5Y Beta

CVIE

0.81

Winner

NAN

0.15

5Y Dividends CAGR

CVIE

N/A

NAN

8.45%

CVIE vs NAN - Historical Returns

Returns include dividend reinvestment.

Period	CVIE	NAN
1 month	+2.30%	+1.43%
3 months	+8.60%	+1.73%
6 months	+16.82%	+3.31%
1 year	+30.39%	+9.58%
5 years(CAGR)	N/A	+0.43%
10 years(CAGR)	N/A	+2.39%
Max(CAGR)	+18.02%	+4.99%

Winner

CVIE

+2.30%

NAN

+1.43%

Winner

CVIE

+8.60%

NAN

+1.73%

Winner

CVIE

+16.82%

NAN

+3.31%

Winner

CVIE

+30.39%

NAN

+9.58%

5Y(CAGR)

CVIE

N/A

NAN

+0.43%

10Y(CAGR)

CVIE

N/A

NAN

+2.39%

Max(CAGR)

Winner

CVIE

+18.02%

NAN

+4.99%

CVIE vs NAN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CVIE	NAN
2026	+12.68%	+4.83%
2025	+33.61%	+5.91%
2024	+6.68%	+10.20%
2023	+8.49%	+7.05%
2022	N/A	-23.18%
2021	N/A	+8.93%
2020	N/A	+3.55%
2019	N/A	+19.54%
2018	N/A	-7.08%
2017	N/A	+8.29%
2016	N/A	+0.31%
2015	N/A	+11.41%
2014	N/A	+12.81%
2013	N/A	-13.50%
2012	N/A	+12.99%
2011	N/A	+16.03%
2010	N/A	+5.40%
2009	N/A	+36.13%
2008	N/A	-25.46%
2007	N/A	-9.86%
2006	N/A	+0.39%
2005	N/A	+14.67%
2004	N/A	+3.72%
2003	N/A	+15.05%
2002	N/A	+10.82%
2001	N/A	+6.42%
2000	N/A	+8.59%
1999	N/A	-9.22%

CVIE vs NAN Drawdown Comparison

The maximum drawdown for CVIE was -13.52%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.

The maximum drawdown for NAN was -44.95%, occurring on Oct 10, 2008. Recovery took 767 trading sessions.

The current CVIE drawdown is -4.60%. The current NAN drawdown is -1.65%.

Rank	CVIE	NAN
#1	-13.52% Mar 5, 2025 - Apr 29, 2025	-44.95% Feb 7, 2007 - Feb 24, 2010
#2	-12.73% Jul 28, 2023 - Dec 13, 2023	-34.64% Aug 18, 2021 - Oct 25, 2023
#3	-12.71% Feb 26, 2026 - May 6, 2026	-24.81% Mar 5, 2020 - Dec 8, 2020
#4	-9.31% Sep 26, 2024 - Mar 5, 2025	-21.32% Dec 5, 2012 - Nov 20, 2015
#5	-8.37% Jul 12, 2024 - Aug 23, 2024	-17.70% Mar 1, 2004 - Jan 14, 2005
#6	-7.41% Feb 2, 2023 - Apr 13, 2023	-15.65% Jul 27, 2016 - Jun 14, 2019
#7	-5.41% Nov 12, 2025 - Dec 10, 2025	-14.48% Nov 2, 1999 - Dec 29, 2000
#8	-5.20% Mar 27, 2024 - May 14, 2024	-13.00% Nov 9, 2010 - Nov 7, 2011
#9	-4.60% Jun 2, 2026 - Jun 5, 2026	-9.86% Jun 30, 2003 - Dec 29, 2003
#10	-4.42% Jul 23, 2025 - Aug 13, 2025	-8.45% Oct 1, 2002 - Apr 28, 2003
#11	-4.07% Jun 15, 2023 - Jul 13, 2023	-8.11% Mar 1, 2006 - Jan 19, 2007
#12	-3.99% Aug 30, 2024 - Sep 19, 2024	-7.75% Sep 20, 2005 - Dec 23, 2005
#13	-3.49% Dec 27, 2023 - Jan 29, 2024	-7.00% Feb 27, 2002 - Jun 5, 2002
#14	-3.39% May 22, 2023 - Jun 13, 2023	-6.48% Nov 16, 2001 - Feb 22, 2002
#15	-3.25% May 6, 2026 - May 26, 2026	-6.03% Jan 25, 2005 - Apr 27, 2005

Correlation

Correlation between CVIE and NAN is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2000 - 2026)

CVIE vs NAN dividend yield comparison.

Year	CVIE	NAN
2026	0.06%	3.14%
2025	2.85%	7.67%
2024	2.78%	6.45%
2023	1.96%	4.12%
2022	0.00%	5.27%
2021	0.00%	4.15%
2020	0.00%	4.30%
2019	0.00%	4.06%
2018	0.00%	4.79%
2017	0.00%	5.13%
2016	0.00%	5.74%
2015	0.00%	5.54%
2014	0.00%	5.59%
2013	0.00%	5.96%
2012	0.00%	4.92%
2011	0.00%	5.10%
2010	0.00%	6.36%
2009	0.00%	5.62%
2008	0.00%	8.34%
2007	0.00%	6.03%
2006	0.00%	6.00%
2005	0.00%	6.99%
2004	0.00%	6.37%
2003	0.00%	6.05%
2002	0.00%	5.86%
2001	0.00%	5.69%
2000	0.00%	2.41%