Calvert Global Financials
| CGACX Fund | USD 10.27 0.05 0.48% |
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 Calvert Developed, Calvert Developed, Calvert Short, Calvert International, and Calvert Short. The fund concentrates in the sustainable energy solutions industry and 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 sustainable energy solutions. The index is composed of companies that manage energy use in a sustainable manner or that are actively engaged in facilitating the transition to a more sustainable economy through the reduction of greenhouse gas emissions and the expanded use of renewable energy sources.Specialization | World Small/Mid Stock, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calvert Impact |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | World Small/Mid Stock |
| 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 Energy 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 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calvert Global Energy is roughly 9.09 . 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 Energy 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 Energy 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 Energy 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 Energy. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Global Energy 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.
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 4.6 | |||
| Value At Risk | (1.95) | |||
| Potential Upside | 1.48 |
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.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |