Calvert Small Cap Fund Price on August 3, 2023
| CSCCX Fund | USD 29.32 0.01 0.03% |
Below is the normalized historical share price chart for Calvert Small Cap extending back to April 22, 2005. 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 Small stands at 29.32, as last reported on the 11th of December 2024, with the highest price reaching 29.32 and the lowest price hitting 29.32 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 Small Cap secures Sharpe Ratio (or Efficiency) of 0.16, which signifies that the fund had a 0.16% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Calvert Small Cap, which you can use to evaluate the volatility of the entity. Please confirm Calvert Small's Downside Deviation of 0.7279, risk adjusted performance of 0.1191, and Mean Deviation of 0.7435 to double-check if the risk estimate we provide is consistent with the expected return of 0.17%.
Calvert Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Calvert |
Sharpe Ratio = 0.1559
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Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Calvert Small is performing at about 12% 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 Small by adding it to a well-diversified portfolio.
Calvert Small Valuation on August 3, 2023
It is possible to determine the worth of Calvert Small on a given historical date. On August 3, 2023 Calvert was worth 24.84 at the beginning of the trading date compared to the closed value of 24.84. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Calvert Small mutual fund. Still, in general, we apply an absolute valuation method to find Calvert Small'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 Small where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Calvert Small's related companies.
| Open | High | Low | Close | Volume | |
| 24.96 | 24.96 | 24.96 | 24.96 | 1.00 | |
08/03/2023 | 24.84 | 24.84 | 24.84 | 24.84 | 1.00 |
| 24.65 | 24.65 | 24.65 | 24.65 | 1.00 |
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Calvert Small Trading Date Momentum on August 3, 2023
| On August 04 2023 Calvert Small Cap was traded for 24.65 at the closing time. The highest daily price throughout the period was 24.65 and the lowest price was 24.65 . There was no trading activity during the period 1.0. Lack of trading volume on 08/04/2023 added to the next day price reduction. The overall trading delta to closing price of the next trading day was 0.76% . The overall trading delta to current closing price is 1.97% . |
Calvert Small Cap Fundamentals Correlations and Trends
By evaluating Calvert Small'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 Small'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 Small Mutual Fund history
Calvert Small 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 Small Cap 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 Small stock prices may prove useful in developing a viable investing in Calvert Small
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in common stocks of small companies. The manager defines small companies as those whose market capitalization falls within the range of the Russell 2000 Index at the time of investment. The fund may also invest up to 25 percent of its net assets in foreign securities.
Calvert Small Mutual Fund Technical Analysis
Calvert Small 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 Small Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Calvert Small Cap 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 Small December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Calvert Small 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 Small shares will generate the highest return on investment. By undertsting and applying Calvert Small mutual fund market strength indicators, traders can identify Calvert Small Cap entry and exit signals to maximize returns
Calvert Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Calvert Small'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 | 0.1191 | |||
| Jensen Alpha | 0.0099 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | 0.0605 | |||
| Treynor Ratio | 0.1221 |
| Cycle Indicators | ||
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| Math Transform | ||
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| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Calvert Mutual Fund
Calvert Small 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 Small security.
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