Calvert Small Financial Statements From 2010 to 2024
| CSCCX Fund | USD 30.13 0.44 1.48% |
Check Calvert Small financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Calvert Small'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 Small Valuation or Volatility modules.
Calvert |
Calvert Small Cap Mutual Fund Year To Date Return Analysis
Calvert Small's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Calvert Small Year To Date Return | 15.03 % |
Most of Calvert Small's fundamental indicators, such as Year To Date 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 Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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In accordance with the company's disclosures, Calvert Small Cap has a Year To Date Return of 15.0301%. This is much higher than that of the Calvert Research and Management family and significantly higher than that of the Small Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Calvert Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Small's current stock value. Our valuation model uses many indicators to compare Calvert Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Small competition to find correlations between indicators driving Calvert Small's intrinsic value. More Info.Calvert Small Cap is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calvert Small Cap is roughly 9.57 . 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 Small's earnings, one of the primary drivers of an investment's value.About Calvert Small Financial Statements
Calvert Small investors use historical fundamental indicators, such as Calvert Small'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 Small. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in common stocks of small companies. The manager defines small companies as those whose market capitalization falls within the range of the Russell 2000 Index at the time of investment. The fund may also invest up to 25 percent of its net assets in foreign securities.
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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 Small 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 Small security.
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