Calvert Capital Financials
| CCPIX Fund | USD 50.14 0.68 1.37% |
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 Capital Fund Summary
Calvert Capital competes with Calvert Equity, Calvert Us, Calvert Bond, Calvert International, and Calvert Small. The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in common stocks of mid-capitalization companies. The advisor defines mid-cap companies as those whose market capitalization falls within the range of the Russell Midcap Index at the time of investment. Although primarily investing in mid-cap U.S. companies, the fund may also invest in small-cap companies. It may invest in publicly-traded real estate investment trusts. The fund may also invest up to 25 percent of its net assets in foreign securities.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1316497098 |
| Business Address | Calvert World Values |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Capital Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Capital's current stock value. Our valuation model uses many indicators to compare Calvert Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Capital competition to find correlations between indicators driving Calvert Capital's intrinsic value. More Info.Calvert Capital Accumulation 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 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calvert Capital Accumulation is roughly 7.50 . 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 Capital's earnings, one of the primary drivers of an investment's value.Calvert Capital Accu Systematic Risk
Calvert Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Capital 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Calvert Capital Accu correlated with the market. If Beta is less than 0 Calvert Capital generally moves in the opposite direction as compared to the market. If Calvert Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Capital Accu is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Capital is generally in the same direction as the market. If Beta > 1 Calvert Capital moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Capital November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Capital Accumulation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Capital Accumulation 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 Capital's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.639 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 3.4 | |||
| Value At Risk | (1.06) | |||
| Potential Upside | 1.24 |
Other Information on Investing in Calvert Mutual Fund
Calvert Capital 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 Capital security.
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