Calvert Conservative Allocation Fund Price on November 14, 2024
| CFAIX Fund | USD 18.40 0.06 0.33% |
Below is the normalized historical share price chart for Calvert Conservative Allocation extending back to May 20, 2016. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Calvert Conservative stands at 18.40, as last reported on the 29th of November, with the highest price reaching 18.40 and the lowest price hitting 18.40 during the day.
If you're considering investing in Calvert Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Calvert Mutual Fund to be very steady. Calvert Conservative secures Sharpe Ratio (or Efficiency) of 0.0722, which signifies that the fund had a 0.0722% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Calvert Conservative Allocation, which you can use to evaluate the volatility of the entity. Please confirm Calvert Conservative's Mean Deviation of 0.2416, risk adjusted performance of 0.0196, and Downside Deviation of 0.3085 to double-check if the risk estimate we provide is consistent with the expected return of 0.0213%.
Calvert Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Calvert |
Sharpe Ratio = 0.0722
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CFAIX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Calvert Conservative is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Calvert Conservative by adding it to a well-diversified portfolio.
Calvert Conservative Valuation on November 14, 2024
It is possible to determine the worth of Calvert Conservative on a given historical date. On November 14, 2024 Calvert was worth 18.11 at the beginning of the trading date compared to the closed value of 18.11. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Calvert Conservative mutual fund. Still, in general, we apply an absolute valuation method to find Calvert Conservative's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Calvert Conservative where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Calvert Conservative's related companies.
| Open | High | Low | Close | Volume | |
| 18.14 | 18.14 | 18.14 | 18.14 | 1.00 | |
11/14/2024 | 18.11 | 18.11 | 18.11 | 18.11 | 1.00 |
| 18.04 | 18.04 | 18.04 | 18.04 | 1.00 |
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Calvert Conservative Trading Date Momentum on November 14, 2024
| On November 15 2024 Calvert Conservative Allocation was traded for 18.04 at the closing time. The highest daily price throughout the period was 18.04 and the lowest price was 18.04 . There was no trading activity during the period 1.0. Lack of trading volume on 11/15/2024 added to the next day price reduction. The overall trading delta to closing price of the next trading day was 0.39% . The overall trading delta to current closing price is 1.10% . |
Calvert Conservative Fundamentals Correlations and Trends
By evaluating Calvert Conservative's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Calvert Conservative's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Calvert financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Calvert Conservative Mutual Fund history
Calvert Conservative investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Calvert is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Calvert Conservative will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Calvert Conservative stock prices may prove useful in developing a viable investing in Calvert Conservative
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 income securities and 20 percent to 50 percent of its net assets in funds that invest primarily in equity securities. The fund may also invest 0 percent to 10 percent of its net assets in cash and short-term money market instruments.
Calvert Conservative Mutual Fund Technical Analysis
Calvert Conservative technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Calvert Conservative Period Price Range
Low | November 29, 2024
| High |
0.00 | 0.00 |
Calvert Conservative Allocation cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Calvert Conservative November 29, 2024 Market Strength
Market strength indicators help investors to evaluate how Calvert Conservative mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Calvert Conservative shares will generate the highest return on investment. By undertsting and applying Calvert Conservative mutual fund market strength indicators, traders can identify Calvert Conservative Allocation entry and exit signals to maximize returns
Calvert Conservative Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Calvert Conservative's price direction in advance. Along with the technical and fundamental analysis of Calvert Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Calvert to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0196 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.36) | |||
| Treynor Ratio | 0.0154 |
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Other Information on Investing in Calvert Mutual Fund
Calvert Conservative 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 Conservative security.
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