Calvert Balanced Correlations

Mutual Funds . USA . 
Fund . Calvert Balanced
CBARX Fund  USD 48.16  0.13  0.27%   
The current 90-days correlation between Calvert Balanced and Europac Gold Fund is 0.12 (i.e., Average diversification). The correlation of Calvert Balanced 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 correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Calvert Balanced Correlation With Market

Poor diversification

The correlation between Calvert Balanced and DJI is 0.78 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Calvert Balanced and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Calvert Balanced. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in inflation.

Moving together with Calvert Mutual Fund

  0.8CDHIX Calvert Developed MarketPairCorr
  0.8CDHAX Calvert Developed MarketPairCorr
  0.69CDICX Calvert Short DurationPairCorr
  0.89CDHRX Calvert InternationalPairCorr
  0.86CDSRX Calvert Short DurationPairCorr
  0.86CDSIX Calvert Short DurationPairCorr
  0.87CVMAX Calvert Emerging MarketsPairCorr
  0.8CVMRX Calvert Emerging MarketsPairCorr
  0.87CVMIX Calvert Emerging MarketsPairCorr
  0.8CVMCX Calvert Emerging MarketsPairCorr
  0.76CEFAX Calvert Emerging MarketsPairCorr
  0.78CEFIX Congressional EffectPairCorr
  0.8CEMCX Calvert Emerging MarketsPairCorr
  0.79CEMAX Calvert Emerging MarketsPairCorr
  0.71CEYIX Calvert Equity PortfolioPairCorr
  0.72CEYRX Calvert EquityPairCorr
  0.92CFAIX Calvert ConservativePairCorr
  0.9CWVIX Calvert InternationalPairCorr
  0.85CWVGX Calvert InternationalPairCorr
  0.87CWVCX Calvert InternationalPairCorr
  0.75CFICX Calvert IncomePairCorr
  0.72CFJIX Calvert Large CapPairCorr
  0.82CFWCX Calvert Global WaterPairCorr
  0.8CFWAX Calvert Global WaterPairCorr
  0.88CFWIX Calvert Global WaterPairCorr
  0.87CGARX Calvert Responsible IndexPairCorr
  0.72CGAEX Calvert Global EnergyPairCorr
  0.85CGAFX Calvert Green BondPairCorr
  0.66CGACX Calvert Global EnergyPairCorr
  0.73CGBIX Calvert Green BondPairCorr
  0.64CGJAX Calvert Large CapPairCorr
  0.64CGJIX Calvert Large CapPairCorr
  0.88CGLIX Calvert Global EquityPairCorr
  0.86CGLAX Calvert Global EquityPairCorr
  0.77CYBAX Calvert High YieldPairCorr
  0.77CYBRX Calvert High YieldPairCorr
  0.89CYBIX Calvert High YieldPairCorr
  0.78CHBCX Calvert High YieldPairCorr

Related Correlations Analysis


Risk-Adjusted Indicators

There is a big difference between Calvert Mutual Fund performing well and Calvert Balanced 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 Balanced'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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2026 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY