Calvert Equity Financials
| CEYIX Fund | USD 103.58 0.22 0.21% |
Calvert |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Calvert Equity Fund Summary
Calvert Equity competes with Calvert Bond, Equity Income, Small Pany, Blackrock Glbl, and Clearbridge Small. The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in equity securities . It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25 percent of its assets in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market .Specialization | Large Growth, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1316187954 |
| Business Address | Calvert Social Investment |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Equity Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Equity's current stock value. Our valuation model uses many indicators to compare Calvert Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Equity competition to find correlations between indicators driving Calvert Equity's intrinsic value. More Info.Calvert Equity Portfolio is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.21 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calvert Equity Portfolio is roughly 4.73 . 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 Equity's earnings, one of the primary drivers of an investment's value.Calvert Equity Portfolio Systematic Risk
Calvert Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Equity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Calvert Equity Portfolio correlated with the market. If Beta is less than 0 Calvert Equity generally moves in the opposite direction as compared to the market. If Calvert Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Equity Portfolio is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Equity is generally in the same direction as the market. If Beta > 1 Calvert Equity moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Equity December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Equity Portfolio. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Equity Portfolio based on widely used predictive technical indicators. In general, we focus on analyzing Calvert Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Calvert Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6778 | |||
| Information Ratio | (0.14) | |||
| Maximum Drawdown | 2.95 | |||
| Value At Risk | (0.82) | |||
| Potential Upside | 0.9063 |
Other Information on Investing in Calvert Mutual Fund
Calvert Equity 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 Equity security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing |