Calvert Aggressive Ten Year Return vs. Equity Positions Weight

CAGIX Fund  USD 28.63  0.06  0.21%   
Based on the measurements of profitability obtained from Calvert Aggressive's financial statements, Calvert Aggressive Allocation may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Calvert Aggressive's ability to earn profits and add value for shareholders.
For Calvert Aggressive profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calvert Aggressive to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calvert Aggressive Allocation utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calvert Aggressive's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calvert Aggressive Allocation over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Calvert Aggressive's value and its price as these two are different measures arrived at by different means. Investors typically determine if Calvert Aggressive is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Calvert Aggressive's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Calvert Aggressive Equity Positions Weight vs. Ten Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Calvert Aggressive's current stock value. Our valuation model uses many indicators to compare Calvert Aggressive value to that of its competitors to determine the firm's financial worth.
Calvert Aggressive Allocation is the top fund in ten year return among similar funds. It also is the top fund in equity positions weight among similar funds making about  9.36  of Equity Positions Weight per Ten Year Return. 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 Aggressive's earnings, one of the primary drivers of an investment's value.

Calvert Equity Positions Weight vs. Ten Year Return

Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Calvert Aggressive

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
9.27 %
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Calvert Aggressive

Stock Percentage

 = 

% of Equities

in the fund

 = 
86.77 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Calvert Equity Positions Weight Comparison

Calvert Aggressive is currently under evaluation in equity positions weight among similar funds.

Calvert Aggressive Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Calvert Aggressive, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calvert Aggressive will eventually generate negative long term returns. The profitability progress is the general direction of Calvert Aggressive's change in net profit over the period of time. It can combine multiple indicators of Calvert Aggressive, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund is a fund of funds that seeks to achieve its investment objective by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 80-100 percent of its net assets in funds that invest primarily in equity securities and up to 20 percent of its net assets in funds that invest primarily in income securities. The fund may also invest 0 percent to 10 percent of net assets in cash and short-term money market instruments.

Calvert Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Calvert Aggressive. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Calvert Aggressive position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Calvert Aggressive's important profitability drivers and their relationship over time.

Use Calvert Aggressive in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Calvert Aggressive position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Calvert Aggressive will appreciate offsetting losses from the drop in the long position's value.

Calvert Aggressive Pair Trading

Calvert Aggressive Allocation Pair Trading Analysis

The ability to find closely correlated positions to Calvert Aggressive could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calvert Aggressive when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Calvert Aggressive - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Calvert Aggressive Allocation to buy it.
The correlation of Calvert Aggressive is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Calvert Aggressive moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calvert Aggressive moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Calvert Aggressive can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Calvert Aggressive position

In addition to having Calvert Aggressive in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Restaraunts Hotels Motels Thematic Idea Now

Restaraunts Hotels Motels
Restaraunts Hotels Motels Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Restaraunts Hotels Motels theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Restaraunts Hotels Motels Theme or any other thematic opportunities.
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Other Information on Investing in Calvert Mutual Fund

To fully project Calvert Aggressive's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calvert Aggressive at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Calvert Aggressive's income statement, its balance sheet, and the statement of cash flows.
Potential Calvert Aggressive investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Calvert Aggressive investors may work on each financial statement separately, they are all related. The changes in Calvert Aggressive's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Calvert Aggressive's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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