Calvert Ultra Short Duration Fund Manager Performance Evaluation
| CULRX Fund | USD 9.90 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.0215, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Calvert Ultra are expected to decrease at a much lower rate. During the bear market, Calvert Ultra is likely to outperform the market.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Calvert Ultra Short Duration are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Calvert Ultra is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.4300 |
Calvert |
Calvert Ultra Relative Risk vs. Return Landscape
If you would invest 982.00 in Calvert Ultra Short Duration on September 5, 2024 and sell it today you would earn a total of 8.00 from holding Calvert Ultra Short Duration or generate 0.81% return on investment over 90 days. Calvert Ultra Short Duration is currently producing 0.0129% returns and takes up 0.0826% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Calvert, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Calvert Ultra Current Valuation
Fairly Valued
Today
Please note that Calvert Ultra's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calvert Ultra Short shows a prevailing Real Value of $9.84 per share. The current price of the fund is $9.9. We determine the value of Calvert Ultra Short from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Calvert Ultra is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Ultra's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.9 | Real 9.84 | Hype 9.9 | Naive 9.89 |
The intrinsic value of Calvert Ultra's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Calvert Ultra's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Calvert Ultra Short Duration helps investors to forecast how Calvert mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Calvert Ultra more accurately as focusing exclusively on Calvert Ultra's fundamentals will not take into account other important factors: Calvert Ultra Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Ultra's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert Ultra Short Duration, and traders can use it to determine the average amount a Calvert Ultra's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1564
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| CULRX |
Based on monthly moving average Calvert Ultra 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 Ultra by adding it to a well-diversified portfolio.
Calvert Ultra Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Ultra, and Calvert Ultra fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Calvert Mutual Fund performance.
| Total Asset | 885.32 M | ||||
About Calvert Ultra Performance
Evaluating Calvert Ultra's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Ultra has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Calvert Ultra has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its net assets in a portfolio of floating-rate securities and securities with durations of less than or equal to one year. The manager generally defines ultra-short duration securities as those with durations of less than or equal to one year.Things to note about Calvert Ultra Short performance evaluation
Checking the ongoing alerts about Calvert Ultra for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Ultra Short help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 10.0% of its assets under management (AUM) in fixed income securities |
- Analyzing Calvert Ultra's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Calvert Ultra's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Ultra's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Calvert Ultra's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Ultra's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Ultra's mutual fund. These opinions can provide insight into Calvert Ultra's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Ultra 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 Ultra security.
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