Calvert Us Financial Statements From 2010 to 2024
| CFJAX Fund | USD 36.30 0.05 0.14% |
Check Calvert Us financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Calvert Us' 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 Us Valuation or Volatility modules.
Calvert |
Calvert Large Cap Mutual Fund Three Year Return Analysis
Calvert Us' 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 Us Three Year Return | 5.90 % |
Most of Calvert Us' 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 Large Cap 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.
| Competition |
Based on the latest financial disclosure, Calvert Large Cap has a Three Year Return of 5.9041%. This is much higher than that of the Calvert Research and Management family and significantly higher than that of the Large Value category. The three year return for all United States funds is notably lower than that of the firm.
Calvert Large Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Us's current stock value. Our valuation model uses many indicators to compare Calvert Us value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Us competition to find correlations between indicators driving Calvert Us's intrinsic value. More Info.Calvert Large Cap is the top fund in annual yield among similar funds. It is third largest fund in year to date return among similar funds creating about 1,363 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 Us' earnings, one of the primary drivers of an investment's value.About Calvert Us Financial Statements
Calvert Us investors use historical fundamental indicators, such as Calvert Us' 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 Us. Please read more on our technical analysis and fundamental analysis pages.
The manager employs a passive management strategy designed to track, as closely as possible, the performance of the index. The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95 percent of its net assets, including borrowings for investment purposes, in securities contained in the index.
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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 Us 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 Us security.
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