Calvert Green Financial Statements From 2010 to 2024
| CGBIX Fund | USD 14.14 0.04 0.28% |
Check Calvert Green financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Calvert Green'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 Green Valuation or Volatility modules.
Calvert |
Calvert Green Bond Mutual Fund Three Year Return Analysis
Calvert Green'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 Green Three Year Return | (1.58) % |
Most of Calvert Green'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 Green Bond 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 Green Bond has a Three Year Return of -1.5847%. This is much lower than that of the Calvert Research and Management family and significantly lower than that of the Intermediate Core Bond category. The three year return for all United States funds is notably higher than that of the company.
Calvert Green Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Green's current stock value. Our valuation model uses many indicators to compare Calvert Green value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Green competition to find correlations between indicators driving Calvert Green's intrinsic value. More Info.Calvert Green Bond is second largest fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 2,439 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 Green's earnings, one of the primary drivers of an investment's value.About Calvert Green Financial Statements
Calvert Green investors use historical fundamental indicators, such as Calvert Green'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 Green. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in green bonds. Bonds include debt securities of any maturity. It typically invests at least 65 percent of its net assets in investment grade debt securities, as assessed at the time of purchase.
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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 Green 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 Green security.
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