Calvert Global Financials
| CGLIX Fund | 17.81 0.10 0.56% |
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. Under normal market conditions, the fund will invest primarily in equity securities at least 30 percent of its net assets in companies located outside of the United States, which may include emerging market countries and in issuers located in at least five different countries . An issuer will be considered to be located outside of the United States if it is domiciled in, derives a significant portion of its revenue from, or its primary trading venue is outside of the United States.Specialization | World Large-Stock Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | World Large-Stock Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 658 5811 |
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 Equity 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 468.75 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 Global's earnings, one of the primary drivers of an investment's value.Calvert Global Equity 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 twenty-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Calvert Global Equity 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 Equity 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 3, 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 Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Global Equity 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 | 0.8217 | |||
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 3.44 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 1.19 |
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.
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