Calvert Small Financials
| CCVAX Fund | USD 36.68 0.24 0.65% |
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 Small Fund Summary
Calvert Small competes with Vanguard Small-cap, T Rowe, HUMANA, Barloworld, and Morningstar Unconstrained. 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.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US13161P5089 |
| Business Address | Calvert Impact |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Financial Ratios 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 is second largest 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.Calvert Small Cap Systematic Risk
Calvert Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Small 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Calvert Small Cap correlated with the market. If Beta is less than 0 Calvert Small generally moves in the opposite direction as compared to the market. If Calvert Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Small is generally in the same direction as the market. If Beta > 1 Calvert Small moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Small November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Small Cap 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 Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8375 | |||
| Information Ratio | 0.0242 | |||
| Maximum Drawdown | 6.44 | |||
| Value At Risk | (1.29) | |||
| Potential Upside | 1.63 |
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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