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Calvert Emerging Markets Equity Fund Class A CVMAX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | CVMAX | Replication |
|---|---|---|
| Annualized growth | 7.0% | 7.5% |
| Annualized volatility | 18.9% | 15.1% |
| Sharpe ratio | 0.45 | 0.56 |
| Maximum drawdown | 34.8% | 28.7% |
| Replication fit (R²) | 0.89 · Tracking error 6.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model CVMAX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VWO | Emerging Markets | 89.1% |
| XLK | Sector · Technology | 6.4% |
| MTUM | Factor · Momentum | 4.5% |