Calvert Green Financials
| CGAFX Fund | USD 14.12 0.04 0.28% |
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 Green Fund Summary
Calvert Green competes with T Rowe, T Rowe, T Rowe, Virtus Dfa, and John Hancock. Under normal circumstances, the fund invests at least 80 percent of its net assets in green bonds. Bonds include debt securities of any maturity. It typically invests at least 65 percent of its net assets in investment grade debt securities, as assessed at the time of purchase.Specialization | Intermediate Core Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calvert Impact |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Intermediate Core Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Green Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Green's current stock value. Our valuation model uses many indicators to compare Calvert Green value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Green competition to find correlations between indicators driving Calvert Green's intrinsic value. More Info.Calvert Green Bond is the top fund in annual yield among similar funds. It is third largest fund in year to date return among similar funds creating about 5,308 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 Green's earnings, one of the primary drivers of an investment's value.Calvert Green Bond Systematic Risk
Calvert Green's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Green 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 Green Bond correlated with the market. If Beta is less than 0 Calvert Green generally moves in the opposite direction as compared to the market. If Calvert Green Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Green Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Green is generally in the same direction as the market. If Beta > 1 Calvert Green moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Green December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Green help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Green Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Green Bond 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 Green's daily price indicators and compare them against related drivers.
| Information Ratio | (0.55) | |||
| Maximum Drawdown | 1.19 | |||
| Value At Risk | (0.43) | |||
| Potential Upside | 0.3534 |
Other Information on Investing in Calvert Mutual Fund
Calvert Green 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 Green security.
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |