Calvert International Equity Fund Manager Performance Evaluation
| CWVIX Fund | USD 25.09 0.07 0.28% |
The fund shows a Beta (market volatility) of 0.47, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Calvert International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calvert International is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Calvert International Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Calvert International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 0.8900 |
Calvert |
Calvert International Relative Risk vs. Return Landscape
If you would invest 2,585 in Calvert International Equity on September 4, 2024 and sell it today you would lose (76.00) from holding Calvert International Equity or give up 2.94% of portfolio value over 90 days. Calvert International Equity is currently producing negative expected returns and takes up 0.8798% volatility of returns over 90 trading days. Put another way, 7% 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 International Current Valuation
Fairly Valued
Today
Please note that Calvert International's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calvert International shows a prevailing Real Value of $25.23 per share. The current price of the fund is $25.09. We determine the value of Calvert International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert International'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 25.09 | Real 25.23 | Hype 25.09 | Naive 25.49 |
The intrinsic value of Calvert International'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 International'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 International Equity 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 International more accurately as focusing exclusively on Calvert International's fundamentals will not take into account other important factors: Calvert International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert International Equity, and traders can use it to determine the average amount a Calvert International'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 = -0.0487
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CWVIX |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Calvert International is not performing at its full potential. However, 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 International by adding Calvert International to a well-diversified portfolio.
Calvert International Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert International, and Calvert International 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.
| Price To Earning | 14.13 X | ||||
| Price To Book | 1.46 X | ||||
| Price To Sales | 0.78 X | ||||
| Total Asset | 712.94 M | ||||
About Calvert International Performance
Evaluating Calvert International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert International 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 International 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 normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in equity securities of foreign companies . The managers define non-U.S. large-cap companies as those whose market capitalization falls within the range of the Morgan Stanley Capital International Europe, Australasia and Far East Index at the time of investment.Things to note about Calvert International performance evaluation
Checking the ongoing alerts about Calvert International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calvert International generated a negative expected return over the last 90 days | |
| The fund holds 97.32% of its assets under management (AUM) in equities |
- Analyzing Calvert International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Calvert International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert International's mutual fund. These opinions can provide insight into Calvert International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert International 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 International security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum |