Calvert Global Financials
| CFWAX Fund | USD 31.18 0.10 0.32% |
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 Global Fund Summary
Calvert Global competes with Allianzgi Global, Calvert Global, First Trust, Invesco Global, and Invesco SP. The fund normally invests at least 80 percent of its net assets in equity securities of U.S. and non-U.S. companies whose main business is in the water industry or that are significantly involved in water-related services or technologies. The index is composed of companies that manage water use in a sustainable manner or that are actively engaged in expanding access to water, improving water quality, promoting efficient use of water, or providing solutions that address other global water challenges.Specialization | Natural Resources, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US13161P7978 |
| Business Address | Calvert Impact |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Natural Resources |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Global Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Global's current stock value. Our valuation model uses many indicators to compare Calvert Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Global competition to find correlations between indicators driving Calvert Global's intrinsic value. More Info.Calvert Global Water is third largest fund in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calvert Global Water is roughly 10.38 . 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 Global's earnings, one of the primary drivers of an investment's value.Calvert Global Water Systematic Risk
Calvert Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Global 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 Global Water correlated with the market. If Beta is less than 0 Calvert Global generally moves in the opposite direction as compared to the market. If Calvert Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Global Water is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Global is generally in the same direction as the market. If Beta > 1 Calvert Global moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Global December 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Global Water. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Global Water 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 Global's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7743 | |||
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 3.3 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 1.12 |
Other Information on Investing in Calvert Mutual Fund
Calvert Global 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 Global security.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites |