Calvert Balanced Correlations

Mutual Funds . USA . 
Fund . Calvert Balanced Portfolio
CSIFX Fund  USD 47.45  0.01  0.02%   
The current 90-days correlation between Calvert Balanced Por and Siit Equity Factor is 0.55 (i.e., Very weak 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

Very poor diversification

The correlation between Calvert Balanced Portfolio and DJI is 0.85 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Calvert Balanced Portfolio 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 Portfolio. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as various price indices.

Moving together with Calvert Mutual Fund

  0.91CDHIX Calvert Developed MarketPairCorr
  0.91CDHAX Calvert Developed MarketPairCorr
  0.88CDICX Calvert Short DurationPairCorr
  0.91CDHRX Calvert InternationalPairCorr
  0.85CDSRX Calvert Short DurationPairCorr
  0.86CDSIX Calvert Short DurationPairCorr
  0.91CVMAX Calvert Emerging MarketsPairCorr
  0.91CVMRX Calvert Emerging MarketsPairCorr
  0.91CVMIX Calvert Emerging MarketsPairCorr
  0.9CVMCX Calvert Emerging MarketsPairCorr
  0.92CEFAX Calvert Emerging MarketsPairCorr
  0.92CEFIX Congressional EffectPairCorr
  0.9CEMCX Calvert Emerging MarketsPairCorr
  0.9CEMAX Calvert Emerging MarketsPairCorr
  0.79CEYIX Calvert Equity PortfolioPairCorr
  0.74CEYRX Calvert EquityPairCorr
  0.9CFAIX Calvert ConservativePairCorr
  0.88CWVIX Calvert InternationalPairCorr
  0.88CWVGX Calvert InternationalPairCorr
  0.87CWVCX Calvert InternationalPairCorr
  0.86CFICX Calvert IncomePairCorr
  0.86CFJIX Calvert Large CapPairCorr
  0.86CFJAX Calvert Large CapPairCorr
  0.66CFOIX Calvert Floating RatePairCorr
  0.85CFWCX Calvert Global WaterPairCorr
  0.85CFWAX Calvert Global WaterPairCorr
  0.85CFWIX Calvert Global WaterPairCorr
  0.97CGARX Calvert Responsible IndexPairCorr
  0.79CGAEX Calvert Global EnergyPairCorr
  0.78CGAFX Calvert Green BondPairCorr
  0.78CGACX Calvert Global EnergyPairCorr
  0.79CGBIX Calvert Green BondPairCorr
  0.97CGLIX Calvert Global EquityPairCorr
  0.97CGLAX Calvert Global EquityPairCorr
  0.89CYBAX Calvert High YieldPairCorr
  0.89CYBRX Calvert High YieldPairCorr
  0.9CYBIX 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.

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