Calvert Moderate Financials
| CMAAX Fund | USD 22.88 0.10 0.44% |
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 Moderate Fund Summary
Calvert Moderate competes with Guggenheim Risk, Tiaa-cref Real, Fidelity Real, Dunham Real, and Great-west Real. The fund is a fund of funds that seeks to achieve its investment objectives by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 50-80 percent of its net assets in funds that invest primarily in equity securities and 20 percent to 50 percent of its net assets in funds that invest primarily in income securities. The fund may also invest 0 percent to 10 percent of its net assets in cash and short-term money market instruments.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1316187384 |
| Business Address | Calvert Social Investment |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Moderate Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Moderate's current stock value. Our valuation model uses many indicators to compare Calvert Moderate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Moderate competition to find correlations between indicators driving Calvert Moderate's intrinsic value. More Info.Calvert Moderate Allocation 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 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calvert Moderate Allocation is roughly 8.28 . 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 Moderate's earnings, one of the primary drivers of an investment's value.Calvert Moderate All Systematic Risk
Calvert Moderate's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Moderate 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 Moderate All correlated with the market. If Beta is less than 0 Calvert Moderate generally moves in the opposite direction as compared to the market. If Calvert Moderate Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Moderate All is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Moderate is generally in the same direction as the market. If Beta > 1 Calvert Moderate moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Moderate December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Moderate help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Moderate Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Moderate Allocation 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 Moderate's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.483 | |||
| Information Ratio | (0.20) | |||
| Maximum Drawdown | 1.97 | |||
| Value At Risk | (0.71) | |||
| Potential Upside | 0.7542 |
Other Information on Investing in Calvert Mutual Fund
Calvert Moderate 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 Moderate security.
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