Calvert Conservative Financials
| CAARX Fund | USD 18.06 0.08 0.44% |
Calvert |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Calvert Conservative Fund Summary
Calvert Conservative competes with Federated Emerging, Rational Defensive, Small Pany, Ab Small, and Qs Growth. The fund is a fund of funds that seeks to achieve its investment objectives by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 50-80 percent of its net assets in funds that invest primarily in income securities and 20 percent to 50 percent of its net assets in funds that invest primarily in equity securities. The fund may also invest 0 percent to 10 percent of its net assets in cash and short-term money market instruments.Specialization | Allocation--30% to 50% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Conservative's current stock value. Our valuation model uses many indicators to compare Calvert Conservative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Conservative competition to find correlations between indicators driving Calvert Conservative's intrinsic value. More Info.Calvert Conservative Allocation 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 44.32 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 Conservative's earnings, one of the primary drivers of an investment's value.Calvert Conservative Systematic Risk
Calvert Conservative's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Conservative volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Calvert Conservative correlated with the market. If Beta is less than 0 Calvert Conservative generally moves in the opposite direction as compared to the market. If Calvert Conservative Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Conservative is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Conservative is generally in the same direction as the market. If Beta > 1 Calvert Conservative moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Conservative Thematic Clasifications
Calvert Conservative Allocation is part of Conservative Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with low risk and low expected return. Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation
This theme covers Funds with low risk and low expected return. Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. Get More Thematic Ideas
Calvert Conservative Allocation is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--30% to 50% Equity category is currently estimated at about 2.13 Billion. Calvert Conservative retains roughly 249.98 Million in net asset claiming about 12% of funds in Allocation--30% to 50% Equity category.| Conservative Funds | View |
Calvert Conservative February 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Conservative help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Conservative Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Conservative Allocation based on widely used predictive technical indicators. In general, we focus on analyzing Calvert Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Calvert Conservative's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4153 | |||
| Information Ratio | (0.23) | |||
| Maximum Drawdown | 2.05 | |||
| Value At Risk | (0.50) | |||
| Potential Upside | 0.6138 |
Other Information on Investing in Calvert Mutual Fund
Calvert Conservative 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 Conservative security.
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