Calvert Long-term Competition

CLDAX Fund

USD 15.62 0.01 0.06%

Calvert Long Term competes with Calvert Developed, Calvert Developed, Calvert Short, Calvert International, and Calvert Short; as well as few others. The fund is listed under Intermediate Core Bond category and is part of Calvert Research and Management family. Analyzing Calvert Long-term competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Calvert Long-term to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Calvert Long-term Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Calvert Long-term competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
15.35	15.62	15.89

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Intrinsic

Valuation

Low	Real	High
14.87	15.14	17.18

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Naive

Forecast

Low	Next	High
15.32	15.59	15.86

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
15.62	15.62	15.62

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Please note, it is not enough to conduct a financial or market analysis of a single entity such as Calvert Long-term. Your research has to be compared to or analyzed against Calvert Long-term's peers to derive any actionable benefits. When done correctly, Calvert Long-term's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Calvert Long Term.

Calvert Long-term Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Calvert Long-term and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Calvert and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Calvert Long Term does not affect the price movement of the other competitor.

	CDHIX	CDHAX	CDICX	CDHRX	CDSRX	CDSIX	CVMAX	CVMRX	CVMIX	CVMCX
CDHIX		1.0	0.46	1.0	0.26	0.25	0.43	0.41	0.41	0.43	CDHIX
CDHAX	1.0		0.46	1.0	0.25	0.25	0.42	0.4	0.41	0.42	CDHAX
CDICX	0.46	0.46		0.46	0.95	0.95	0.23	0.16	0.16	0.17	CDICX
CDHRX	1.0	1.0	0.46		0.26	0.25	0.43	0.41	0.41	0.43	CDHRX
CDSRX	0.26	0.25	0.95	0.26		1.0	0.29	0.22	0.22	0.22	CDSRX
CDSIX	0.25	0.25	0.95	0.25	1.0		0.3	0.24	0.24	0.24	CDSIX
CVMAX	0.43	0.42	0.23	0.43	0.29	0.3		0.95	0.95	0.95	CVMAX
CVMRX	0.41	0.4	0.16	0.41	0.22	0.24	0.95		1.0	1.0	CVMRX
CVMIX	0.41	0.41	0.16	0.41	0.22	0.24	0.95	1.0		1.0	CVMIX
CVMCX	0.43	0.42	0.17	0.43	0.22	0.24	0.95	1.0	1.0		CVMCX
	CDHIX	CDHAX	CDICX	CDHRX	CDSRX	CDSIX	CVMAX	CVMRX	CVMIX	CVMCX

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Risk-Adjusted Indicators

There is a big difference between Calvert Mutual Fund performing well and Calvert Long-term Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Calvert Long-term's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
CDHIX	0.68	(0.12)	0.00	(0.09)	0.00	0.00	1.41	(1.34)	3.93
CDHAX	0.68	(0.12)	0.00	(0.09)	0.00	0.00	1.43	(1.33)	3.93
CDICX	0.09	0.00	(0.98)	0.32	0.07	(0.12)	0.19	(0.13)	0.64
CDHRX	0.68	(0.12)	0.00	(0.09)	0.00	0.00	1.41	(1.35)	3.94
CDSRX	0.10	0.00	(1.01)	(0.04)	0.00	(0.13)	0.19	(0.13)	0.76
CDSIX	0.09	0.00	(1.00)	0.01	0.00	(0.12)	0.19	(0.13)	0.76
CVMAX	0.80	0.00	(0.12)	0.07	0.98	(0.85)	1.60	(1.78)	5.41
CVMRX	0.80	(0.05)	(0.11)	0.03	0.97	(0.85)	1.64	(1.82)	5.37
CVMIX	0.80	(0.05)	(0.11)	0.03	0.97	(0.85)	1.63	(1.76)	5.46
CVMCX	0.80	(0.05)	(0.11)	0.02	0.98	(0.84)	1.61	(1.80)	5.47

Unable to evaluate fundamental data of [CDHIX, CDHAX, CDICX, CDHRX, CDSRX, CDSIX, CVMAX, CVMRX, CVMIX, CVMCX] at this time. Please try again later

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Calvert Long-term Competitive Analysis

The better you understand Calvert Long-term competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Calvert Long-term's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Calvert Long-term's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	CLDAX	CDHIX	CDHAX	CDICX	CDHRX	CDSRX	CDSIX	CVMAX	CVMRX	CVMIX
	0.06 15.62 Calvert	0.39 30.81 Calvert	0.36 30.33 Calvert	0.06 15.52 Calvert	0.36 30.77 Calvert	0.06 15.69 Calvert	0.06 15.69 Calvert	0.11 17.52 Calvert	0.11 17.65 Calvert	0.11 17.70 Calvert
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Very Weak	Weak	Very Weak	Insignificant	Insignificant	Very Weak	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Strong Hold	Strong Hold	Cautious Hold	Strong Hold	Strong Sell	Strong Sell	Sell	Strong Hold	Strong Hold
Net Asset	535.48 M	829.78 M	829.78 M	2.1 B	151.87 M	1.62 B	2.1 B	2.36 B	2.12 B	2.36 B
Minimum Initial Investment	1 K	N/A	N/A	1 K	1000 K	N/A	N/A	1 K	N/A	N/A
Price To Book	N/A	N/A	N/A	N/A	N/A	N/A	N/A	2.23	N/A	1.73
Five Year Return	1.11	6.9	6.63	1.7	6.93	2.78	2.72	1.05	1.67	1.59
One Year Return	7.19	14.1	13.79	6.45	14.1	7.45	7.74	9.58	11.77	11.66
Last Dividend Paid	0.02	0.35	0.22	0.01	0.36	0.03	0.03	0.06	0.1	0.09
Price To Earning	N/A	N/A	N/A	N/A	N/A	N/A	N/A	16.31	N/A	13.57
Price To Sales	N/A	N/A	N/A	N/A	N/A	N/A	N/A	1.74	N/A	1.25
Cash Position Weight	0.71	0.14	0.14	1.83	0.72	1.11	1.11	1.86	1.29	1.29
Equity Positions Weight	N/A	99.76	99.76	N/A	99.17	N/A	N/A	98.03	98.53	98.53
Three Year Return	-2.19	1.46	1.2	1.43	1.49	2.57	2.44	-6.36	-5.14	-5.22
Annual Yield	0.0014	0.0186	0.0168	0.0011	0.0191	0.0024	0.0037	0.0065	0.0094	0.0083
Year To Date Return	1.73	7.02	6.76	4.08	7.06	5.0	4.92	7.17	8.62	8.59
Bond Positions Weight	97.23	N/A	N/A	93.55	N/A	9.67	9.67	0.11	N/A	N/A
Ten Year Return	6.53	N/A	N/A	1.33	N/A	2.12	2.55	N/A	N/A	N/A
Day Typical Price	15.62	30.81	30.33	15.52	30.77	15.69	15.69	17.52	17.65	17.7
Daily Balance Of Power	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	(0.01)	0.12	0.11	(0.01)	0.11	(0.01)	(0.01)	0.02	0.02	0.02
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	15.62	30.81	30.33	15.52	30.77	15.69	15.69	17.52	17.65	17.7
Price Action Indicator	(0.01)	0.06	0.055	(0.01)	0.055	(0.01)	(0.01)	0.01	0.01	0.01
Relative Strength Index	46.46	49.77	49.73	55.29	49.76	56.42	56.02	56.68	56.75	56.73
Coefficient Of Variation	(1,313)	(2,222)	(2,156)	2353.61	(2,213)	1192.63	1264.12	16357.23	4206.4	4366.8
Mean Deviation	0.2106	0.6758	0.6751	0.086	0.6758	0.0955	0.0924	0.7953	0.8005	0.7974
Jensen Alpha	(0.02)	(0.12)	(0.12)	(0)	(0.12)	0.0033	0.0023	0.0025	(0.05)	(0.05)
Total Risk Alpha	(0.07)	(0.18)	(0.18)	(0.02)	(0.18)	(0.02)	(0.02)	(0.17)	(0.15)	(0.15)
Sortino Ratio	N/A	N/A	N/A	(0.98)	N/A	(1.01)	(1.00)	(0.12)	(0.11)	(0.11)
Downside Variance	N/A	N/A	N/A	0.0166	N/A	0.0142	0.0146	1.07	1.0	1.01
Standard Deviation	0.2734	0.8569	0.8563	0.1167	0.8551	0.1281	0.1234	1.08	1.07	1.08
Kurtosis	0.4839	0.5446	0.5429	1.51	0.5423	2.63	2.26	1.19	1.12	1.23
Potential Upside	0.4389	1.41	1.43	0.1939	1.41	0.1926	0.1912	1.6	1.64	1.63
Treynor Ratio	0.4908	(0.09)	(0.09)	0.3233	(0.09)	(0.04)	0.0112	0.0696	0.031	0.0291
Maximum Drawdown	1.19	3.93	3.93	0.6415	3.94	0.7641	0.7641	5.41	5.37	5.46
Variance	0.0748	0.7343	0.7332	0.0136	0.7311	0.0164	0.0152	1.16	1.15	1.16
Market Risk Adjusted Performance	0.5008	(0.08)	(0.08)	0.3333	(0.08)	(0.03)	0.0212	0.0796	0.041	0.0391
Risk Adjusted Performance	(0.08)	(0.03)	(0.03)	(0.02)	(0.03)	0.0144	0.0085	0.0076	0.0211	0.0204
Skewness	(0.32)	0.2796	0.2924	(0)	0.278	0.6362	0.4367	0.5454	0.5073	0.5303
Semi Deviation	N/A	N/A	N/A	0.068	N/A	0.0	0.0	0.9825	0.9735	0.9745
Information Ratio	(0.55)	(0.20)	(0.20)	(1.08)	(0.20)	(0.94)	(0.98)	(0.12)	(0.1)	(0.1)
Value At Risk	(0.51)	(1.34)	(1.33)	(0.13)	(1.35)	(0.13)	(0.13)	(1.78)	(1.82)	(1.76)
Expected Short fall	N/A	N/A	N/A	(0.12)	N/A	(0.13)	(0.12)	(0.85)	(0.85)	(0.85)
Downside Deviation	N/A	N/A	N/A	0.1287	N/A	0.119	0.1206	1.03	1.0	1.0
Semi Variance	N/A	N/A	N/A	0.0046	N/A	(0.001)	(0.000062)	0.9654	0.9476	0.9496

Calvert Long-term Competition Performance Charts

Five steps to successful analysis of Calvert Long-term Competition

Calvert Long-term's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Calvert Long Term in relation to its competition. Calvert Long-term's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Calvert Long-term in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Calvert Long-term's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Calvert Long Term, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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In addition to having Calvert Long-term 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.

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Other Information on Investing in Calvert Mutual Fund

Calvert Long-term 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 Long-term security.

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Calvert Long-term Competition

Specify up to 10 symbols:

Calvert Long-term Competition Correlation Matrix

Risk-Adjusted Indicators

Calvert Long-term Competitive Analysis

Calvert Long-term Competition Performance Charts

Five steps to successful analysis of Calvert Long-term Competition

Complement your Calvert Long-term position

Did You Try This Idea?

Run Marijuana Thematic Idea Now

Marijuana

Other Information on Investing in Calvert Mutual Fund

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