Calvert Moderate Five Year Return vs. Price To Book
| CLAIX Fund | USD 22.90 0.08 0.35% |
For Calvert Moderate profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calvert Moderate to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calvert Moderate Allocation utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calvert Moderate's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calvert Moderate Allocation over time as well as its relative position and ranking within its peers.
Calvert |
Calvert Moderate All Price To Book vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Moderate's current stock value. Our valuation model uses many indicators to compare Calvert Moderate value to that of its competitors to determine the firm's financial worth. Calvert Moderate Allocation is the top fund in five year return among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.29 of Price To Book per Five Year Return. The ratio of Five Year Return to Price To Book for Calvert Moderate Allocation is roughly 3.49 . 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 Moderate's earnings, one of the primary drivers of an investment's value.Calvert Price To Book vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Calvert Moderate |
| = | 7.51 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Calvert Moderate |
| = | 2.15 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Calvert Moderate Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calvert Moderate, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calvert Moderate will eventually generate negative long term returns. The profitability progress is the general direction of Calvert Moderate's change in net profit over the period of time. It can combine multiple indicators of Calvert Moderate, 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 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 equity securities and 20 percent to 50 percent of its net assets in funds that invest primarily in income securities. The fund may also invest 0 percent to 10 percent of its 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 Moderate. 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 Moderate 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 Moderate's important profitability drivers and their relationship over time.
Use Calvert Moderate 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 Moderate 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 Moderate will appreciate offsetting losses from the drop in the long position's value.Calvert Moderate Pair Trading
Calvert Moderate Allocation Pair Trading Analysis
The ability to find closely correlated positions to Calvert Moderate 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 Moderate 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 Moderate - 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 Moderate Allocation to buy it.
The correlation of Calvert Moderate 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 Moderate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calvert Moderate All 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 Moderate 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.Use Investing Themes to Complement your Calvert Moderate position
In addition to having Calvert Moderate 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 Hotels Thematic Idea Now
Hotels
Hotels, inns, motels, and other companies providing lodging and hospitality services. The Hotels theme has 44 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 Hotels Theme or any other thematic opportunities.
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Other Information on Investing in Calvert Mutual Fund
To fully project Calvert Moderate's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calvert Moderate All 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 Moderate's income statement, its balance sheet, and the statement of cash flows.
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