Calvert Short Financials
| CDSRX Fund | USD 15.72 0.03 0.19% |
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 Short Fund Summary
Calvert Short competes with Gmo Resources, Goldman Sachs, Firsthand Alternative, Dreyfus Natural, and World Energy. The fund typically invests at least 65 percent of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 35 percent of its net assets in below-investment grade, high-yield debt instruments , including distressed instruments that are in default. The fund may also invest up to 25 percent of its net assets in foreign debt securities.Specialization | Short-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calvert Fund |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Short Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Short's current stock value. Our valuation model uses many indicators to compare Calvert Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Short competition to find correlations between indicators driving Calvert Short's intrinsic value. More Info.Calvert Short Duration 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 2,085 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 Short's earnings, one of the primary drivers of an investment's value.Calvert Short Duration Systematic Risk
Calvert Short's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Short 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 four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Calvert Short Duration correlated with the market. If Beta is less than 0 Calvert Short generally moves in the opposite direction as compared to the market. If Calvert Short Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Short Duration is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Short is generally in the same direction as the market. If Beta > 1 Calvert Short moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Short November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Short help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Short Duration. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Short Duration 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 Short's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.119 | |||
| Information Ratio | (0.93) | |||
| Maximum Drawdown | 0.7641 | |||
| Value At Risk | (0.13) | |||
| Potential Upside | 0.1912 |
Other Information on Investing in Calvert Mutual Fund
Calvert Short 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 Short security.
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