Calvert Mid Financial Statements From 2010 to 2024
| CMJIX Fund | USD 45.04 0.11 0.24% |
Check Calvert Mid financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Calvert Mid'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 Mid Valuation or Volatility modules.
Calvert |
Calvert Mid Cap Mutual Fund Three Year Return Analysis
Calvert Mid'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 Mid Three Year Return | 3.55 % |
Most of Calvert Mid'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 Mid 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 Mid Cap has a Three Year Return of 3.5496%. This is much higher than that of the Calvert Research and Management family and significantly higher than that of the Mid-Cap Blend category. The three year return for all United States funds is notably lower than that of the firm.
Calvert Mid Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Mid's current stock value. Our valuation model uses many indicators to compare Calvert Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Mid competition to find correlations between indicators driving Calvert Mid's intrinsic value. More Info.Calvert Mid Cap is rated below average in annual yield among similar funds. It also is rated below average in year to date return among similar funds creating about 2,057 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 Mid's earnings, one of the primary drivers of an investment's value.About Calvert Mid Financial Statements
Calvert Mid investors use historical fundamental indicators, such as Calvert Mid'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 Mid. Please read more on our technical analysis and fundamental analysis pages.
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. The index is composed of the common stocks of mid-size companies that operate their businesses in a manner consistent with The Calvert Principles for Responsible Investment .
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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 Mid 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 Mid security.
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