Calvert Floating Financials
| CFOIX Fund | USD 9.00 0.01 0.11% |
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 Floating Fund Summary
Calvert Floating competes with Oklahoma Municipal, Blrc Sgy, Transamerica Intermediate, T Rowe, and California High. Under normal circumstances, the fund invests at least 80 percent of its net assets in income producing floating rate loans and other floating rate debt securities. It invests primarily in senior floating rate loans of domestic and foreign borrowers . The fund currently borrows for the purpose of acquiring additional income-producing investments . It may invest up to 35 percent of its net assets in foreign Senior Loans.Specialization | Bank Loan, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calvert Management Series |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Bank Loan |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Floating Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Floating's current stock value. Our valuation model uses many indicators to compare Calvert Floating value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Floating competition to find correlations between indicators driving Calvert Floating's intrinsic value. More Info.Calvert Floating Rate Advantage 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 2,592 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 Floating's earnings, one of the primary drivers of an investment's value.Calvert Floating Rate Systematic Risk
Calvert Floating's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Floating 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Calvert Floating Rate correlated with the market. If Beta is less than 0 Calvert Floating generally moves in the opposite direction as compared to the market. If Calvert Floating Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Floating Rate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Floating is generally in the same direction as the market. If Beta > 1 Calvert Floating moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Floating December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Floating help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Floating Rate Advantage. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Floating Rate Advantage 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 Floating's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1201 | |||
| Information Ratio | (0.67) | |||
| Maximum Drawdown | 0.9061 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1134 |
Other Information on Investing in Calvert Mutual Fund
Calvert Floating 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 Floating security.
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