Calvert Bond Financial Statements From 2010 to 2024
| CSIBX Fund | USD 14.39 0.01 0.07% |
Check Calvert Bond financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Calvert Bond'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 Bond Valuation or Volatility modules.
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Calvert Bond Portfolio Mutual Fund Three Year Return Analysis
Calvert Bond'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 Bond Three Year Return | (1.12) % |
Most of Calvert Bond'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 Bond Portfolio 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 Bond Portfolio has a Three Year Return of -1.124%. This is much lower than that of the Calvert Research and Management family and significantly lower than that of the Intermediate Core-Plus Bond category. The three year return for all United States funds is notably higher than that of the company.
Calvert Bond Portfolio Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Bond's current stock value. Our valuation model uses many indicators to compare Calvert Bond value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Bond competition to find correlations between indicators driving Calvert Bond's intrinsic value. More Info.Calvert Bond Portfolio 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 503.62 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 Bond's earnings, one of the primary drivers of an investment's value.About Calvert Bond Financial Statements
Calvert Bond investors use historical fundamental indicators, such as Calvert Bond'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 Bond. 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 bonds. Bonds include debt securities of any maturity. At least 80 percent of the funds net assets are invested in investment grade debt securities. The fund may also invest up to 25 percent of its net assets in foreign debt 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 Bond 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 Bond security.
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