Calvert Conservative Financial Statements From 2010 to 2024
| CFAIX Fund | USD 18.18 0.05 0.28% |
Check Calvert Conservative financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Calvert Conservative's main balance sheet or income statement drivers, such as , as well as many indicators such as . Calvert financial statements analysis is a perfect complement when working with Calvert Conservative Valuation or Volatility modules.
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Calvert Conservative Allocation Mutual Fund Three Year Return Analysis
Calvert Conservative's 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.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Calvert Conservative Three Year Return | 0.83 % |
Most of Calvert Conservative's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Calvert Conservative Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
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Based on the latest financial disclosure, Calvert Conservative Allocation has a Three Year Return of 0.8316%. This is much higher than that of the Calvert Research and Management family and significantly higher than that of the Allocation--30% to 50% Equity category. The three year return for all United States funds is notably lower than that of the firm.
Calvert Conservative Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Conservative's current stock value. Our valuation model uses many indicators to compare Calvert Conservative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Conservative competition to find correlations between indicators driving Calvert Conservative's intrinsic value. More Info.Calvert Conservative Allocation is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 216.82 of Year To Date Return per Annual Yield. 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 Conservative's earnings, one of the primary drivers of an investment's value.About Calvert Conservative Financial Statements
Calvert Conservative investors use historical fundamental indicators, such as Calvert Conservative's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Calvert Conservative. Please read more on our technical analysis and fundamental analysis pages.
The fund is a fund of funds that seeks to achieve its investment objectives by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 50-80 percent of its net assets in funds that invest primarily in income securities and 20 percent to 50 percent of its net assets in funds that invest primarily in equity securities. The fund may also invest 0 percent to 10 percent of its net assets in cash and short-term money market instruments.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Calvert Mutual Fund
Calvert Conservative 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 Conservative security.
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