Calvert Balanced Financials
| CBARX Fund | USD 48.16 0.13 0.27% |
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 Balanced Fund Summary
Calvert Balanced competes with Fidelity Advisor, Vy Goldman, Goldman Sachs, Global Gold, and Franklin Gold. Under normal market conditions, the fund invests between 50 percent and 75 percent of its net assets in equity securities and between 25 percent and 50 percent of its net assets in fixed-income securities. Calvert Balanced is traded on NASDAQ Exchange in the United States.Specialization | Allocation--50% to 70% Equity, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1316185222 |
| Business Address | Calvert Social Investment |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Balanced Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Balanced's current stock value. Our valuation model uses many indicators to compare Calvert Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Balanced competition to find correlations between indicators driving Calvert Balanced's intrinsic value. More Info.Calvert Balanced 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 39.21 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 Balanced's earnings, one of the primary drivers of an investment's value.Calvert Balanced February 4, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Balanced. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Balanced 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 Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6163 | |||
| Information Ratio | 0.017 | |||
| Maximum Drawdown | 4.81 | |||
| Value At Risk | (0.91) | |||
| Potential Upside | 0.8102 |
Other Information on Investing in Calvert Mutual Fund
Calvert Balanced 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 Balanced security.
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