Calvert International Three Year Return vs. Equity Positions Weight
| COIIX Fund | USD 17.60 0.13 0.74% |
For Calvert International profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calvert International to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calvert International Opportunities utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calvert International's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calvert International Opportunities over time as well as its relative position and ranking within its peers.
Calvert |
Calvert International Equity Positions Weight vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calvert International's current stock value. Our valuation model uses many indicators to compare Calvert International value to that of its competitors to determine the firm's financial worth. Calvert International Opportunities is the top fund in three year return among similar funds. It also is the top fund in equity positions weight among similar funds . 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 International's earnings, one of the primary drivers of an investment's value.Calvert Equity Positions Weight vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Calvert International |
| = | (4.16) % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 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 International |
| = | 99.84 % |
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 International is currently under evaluation in equity positions weight among similar funds.
Calvert International Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calvert International, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calvert International will eventually generate negative long term returns. The profitability progress is the general direction of Calvert International's change in net profit over the period of time. It can combine multiple indicators of Calvert International, 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 invests primarily in common and preferred stocks of non-U.S. small-cap to mid-cap companies, which it defines as companies whose market capitalization falls within the range of the Morgan Stanley Capital International Europe, Australasia and Far East Small-Mid Index. It invests no more than 20 percent of its net assets in U.S. companies . The fund may enter into foreign currency derivatives to seek to hedge foreign currency exposure.
Calvert Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Calvert International. 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 International 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 International's important profitability drivers and their relationship over time.
Use Calvert International 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 International 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 International will appreciate offsetting losses from the drop in the long position's value.Calvert International Pair Trading
Calvert International Opportunities Pair Trading Analysis
The ability to find closely correlated positions to Calvert International 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 International 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 International - 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 International Opportunities to buy it.
The correlation of Calvert International 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 International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calvert International 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 International 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 International position
In addition to having Calvert International 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?
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An experimental equal-weighted theme of equities with high dividend yield and solid fundamentals based on Macroaxis rating system. The Dividend Beast theme has 69 constituents at this time.
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Other Information on Investing in Calvert Mutual Fund
To fully project Calvert International's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calvert International 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 International's income statement, its balance sheet, and the statement of cash flows.
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