Calvert Fund Financials
| CGECX Fund | USD 9.31 0.00 0.00% |
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 Fund Fund Summary
Calvert Fund competes with Calvert Developed, Calvert Developed, Calvert Short, Calvert International, and Calvert Short. Under normal circumstances, at least 80 percent of the funds assets will be invested in securities of companies in the real estate industry, including REITs, REOCs, foreign real estate companies, companies with substantial real estate-related holdings andor companies whose products or services are related to the real estate industry, including, but not limited to, real estate management, brokers and building products, and property technology companies. It is non-diversified.Specialization | Global Real Estate, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Global Real Estate |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Fund's current stock value. Our valuation model uses many indicators to compare Calvert Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Fund competition to find correlations between indicators driving Calvert Fund's intrinsic value. More Info.Calvert Fund 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 892.55 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 Fund's earnings, one of the primary drivers of an investment's value.Calvert Fund Systematic Risk
Calvert Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Fund 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 Fund correlated with the market. If Beta is less than 0 Calvert Fund generally moves in the opposite direction as compared to the market. If Calvert Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Fund is generally in the same direction as the market. If Beta > 1 Calvert Fund moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Fund December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Fund . We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Fund 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 Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6923 | |||
| Information Ratio | (0.19) | |||
| Maximum Drawdown | 3.19 | |||
| Value At Risk | (0.85) | |||
| Potential Upside | 0.9761 |
Other Information on Investing in Calvert Mutual Fund
Calvert Fund 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 Fund security.
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