Calvert High Financial Statements From 2010 to 2024
| CYBRX Fund | USD 24.63 0.03 0.12% |
Check Calvert High financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Calvert High's main balance sheet or income statement drivers, such as , as well as many indicators such as . Calvert financial statements analysis is a perfect complement when working with Calvert High Valuation or Volatility modules.
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Calvert High Yield Mutual Fund Three Year Return Analysis
Calvert High's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Calvert High Three Year Return | 2.82 % |
Most of Calvert High's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Calvert High Yield is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Calvert High Yield has a Three Year Return of 2.8177%. This is much higher than that of the Calvert Research and Management family and significantly higher than that of the High Yield Bond category. The three year return for all United States funds is notably lower than that of the firm.
Calvert High Yield Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert High's current stock value. Our valuation model uses many indicators to compare Calvert High value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert High competition to find correlations between indicators driving Calvert High's intrinsic value. More Info.Calvert High Yield is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 133.23 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Calvert High's earnings, one of the primary drivers of an investment's value.About Calvert High Financial Statements
Calvert High investors use historical fundamental indicators, such as Calvert High's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Calvert High. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in high-yield, high-risk bonds, also known as junk bonds . It invests primarily in high-yield, high-risk bonds, with varying maturities, including distressed securities that are in default. The portfolio manager seek to invest in companies that manage environmental, social and governance risk exposures adequately and that are not exposed to excessive ESG risk through their principal business activities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Calvert Mutual Fund
Calvert High financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert High security.
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