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CVSB
+0.03 · +0.05%
$50.80 · NYSE ARCA

Morgan Stanley Etf Trust - Calvert Ultra Short Investment Grade Etf (CVSB) ETF Analysis | Ultrashort Bond

Calvert ETFs · USA
AUM:$188.0M
#– of – in Ultrashort Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

CVSB returned +5.0% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.24% — competitive for the exposure provided.

What is CVSB?

The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (including any borrowings for investment purposes) in a portfolio of investment grade, short-term fixed, variable and floating-rate securities. The fund is actively managed, not designed to track a benchmark, and therefore not constrained by the composition of a benchmark.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
CVSB returned 5.0% over the past year.
Competitive Expense Ratio
Expense ratio of 0.24% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 1.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$188.0M
Expense Ratio0.24%
Dividend Yield4.66%
Holdings1
Inception DateJan 2023
Domicile–
Distribution–
Index–
ProviderCalvert ETFs
Beta0.04
CategoryUltrashort Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.4%
1Y
+2.7%
3Y
+15.4%
5Y
+18.8%
OpenBook InsightIf you had invested £10,000 in CVSB 5 years ago, it would have grown to £11,882 — a gain of £1,882.

Annual Returns

Calendar year performance

CVSB delivered positive returns in 4 of the last 4 calendar years.
YearCVSB
2026 YTD+1.1%
2025+4.8%
2024+6.5%
2023+5.5%
CAGR 3yr+5.6%
4/4 positive yearsAvg return: +4.5%Worst year: +1.1% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
1.4%
Low
Momentum
+0.1%
30-day change
Support Level
50.63
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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