Calvert Global Financial Statements From 2010 to 2024
| CGLIX Fund | 17.58 0.04 0.23% |
Check Calvert Global financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Calvert Global'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 Global Valuation or Volatility modules.
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Calvert Global Equity Mutual Fund Three Year Return Analysis
Calvert Global'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 Global Three Year Return | (2.20) % |
Most of Calvert Global'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 Global Equity 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 Global Equity has a Three Year Return of -2.2%. This is much lower than that of the Calvert Research and Management family and significantly lower than that of the World Large-Stock Growth category. The three year return for all United States funds is notably higher than that of the company.
Calvert Global Equity Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Global's current stock value. Our valuation model uses many indicators to compare Calvert Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Global competition to find correlations between indicators driving Calvert Global's intrinsic value. More Info.Calvert Global Equity 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 468.75 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 Global's earnings, one of the primary drivers of an investment's value.About Calvert Global Financial Statements
Calvert Global investors use historical fundamental indicators, such as Calvert Global'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 Global. Please read more on our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund will invest primarily in equity securities at least 30 percent of its net assets in companies located outside of the United States, which may include emerging market countries and in issuers located in at least five different countries . An issuer will be considered to be located outside of the United States if it is domiciled in, derives a significant portion of its revenue from, or its primary trading venue is outside of the United States.
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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 Global 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 Global security.
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