Calvert Moderate Correlations

Mutual Funds . USA . 
Fund . Calvert Moderate Allocation
CLAIX Fund  USD 23.91  0.12  0.50%   
The current 90-days correlation between Calvert Moderate All and Live Oak Health is 0.48 (i.e., Very weak diversification). 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 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 Moderate Correlation With Market

Almost no diversification

The correlation between Calvert Moderate Allocation and DJI is 0.96 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Calvert Moderate Allocation 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 Moderate Allocation. 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 gross domestic product.

Moving together with Calvert Mutual Fund

  0.96CDHIX Calvert Developed MarketPairCorr
  0.92CDHAX Calvert Developed MarketPairCorr
  0.88CDICX Calvert Short DurationPairCorr
  0.96CDHRX Calvert InternationalPairCorr
  0.85CDSRX Calvert Short DurationPairCorr
  0.85CDSIX Calvert Short DurationPairCorr
  0.84CVMAX Calvert Emerging MarketsPairCorr
  0.88CVMRX Calvert Emerging MarketsPairCorr
  0.88CVMIX Calvert Emerging MarketsPairCorr
  0.87CVMCX Calvert Emerging MarketsPairCorr
  0.86CEFAX Calvert Emerging MarketsPairCorr
  0.89CEFIX Congressional EffectPairCorr
  0.88CEMCX Calvert Emerging MarketsPairCorr
  0.88CEMAX Calvert Emerging MarketsPairCorr
  0.88CEYIX Calvert Equity Portfolio Potential GrowthPairCorr
  0.8CEYRX Calvert Equity Potential GrowthPairCorr
  0.99CFAIX Calvert ConservativePairCorr
  0.93CWVIX Calvert InternationalPairCorr
  0.91CWVGX Calvert InternationalPairCorr
  0.92CWVCX Calvert InternationalPairCorr
  0.9CFICX Calvert IncomePairCorr
  0.95CFJIX Calvert Large CapPairCorr
  0.93CFJAX Calvert Large CapPairCorr
  0.94CFWCX Calvert Global WaterPairCorr
  0.92CFWAX Calvert Global WaterPairCorr
  0.94CFWIX Calvert Global WaterPairCorr
  0.97CGARX Calvert Responsible IndexPairCorr
  0.79CGAEX Calvert Global EnergyPairCorr
  0.83CGAFX Calvert Green BondPairCorr
  0.86CGACX Calvert Global EnergyPairCorr
  0.84CGBIX Calvert Green BondPairCorr
  0.72CGJIX Calvert Large CapPairCorr
  0.89CGLIX Calvert Global EquityPairCorr
  0.87CGLAX Calvert Global EquityPairCorr
  0.91CYBAX Calvert High YieldPairCorr
  0.92CYBRX Calvert High YieldPairCorr
  0.92CYBIX Calvert High YieldPairCorr

Related Correlations Analysis


Risk-Adjusted Indicators

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

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