Calvert Emerging Financials
| CEFAX Fund | USD 11.49 0.01 0.09% |
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 Emerging Fund Summary
Calvert Emerging competes with Calvert Developed, Calvert Developed, Calvert Short, Calvert International, and Calvert Short. Under normal market conditions, the fund will invest at least 80 percent of its net assets in equity securities issued by companies located in emerging market countries. Companies located in emerging market countries are defined as those companies tied economically to countries included in the Calvert Emerging Markets Responsible Index.Specialization | Diversified Emerging Mkts, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calvert World Values |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Diversified Emerging Mkts |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Emerging Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Emerging's current stock value. Our valuation model uses many indicators to compare Calvert Emerging value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Emerging competition to find correlations between indicators driving Calvert Emerging's intrinsic value. More Info.Calvert Emerging Markets 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 319.78 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 Emerging's earnings, one of the primary drivers of an investment's value.Calvert Emerging Markets Systematic Risk
Calvert Emerging's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Emerging 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 Emerging Markets correlated with the market. If Beta is less than 0 Calvert Emerging generally moves in the opposite direction as compared to the market. If Calvert Emerging Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Emerging Markets is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Emerging is generally in the same direction as the market. If Beta > 1 Calvert Emerging moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Emerging November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Emerging help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Emerging Markets. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Emerging Markets 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 Emerging's daily price indicators and compare them against related drivers.
| Information Ratio | (0.25) | |||
| Maximum Drawdown | 3.36 | |||
| Value At Risk | (1.11) | |||
| Potential Upside | 0.9354 |
Other Information on Investing in Calvert Mutual Fund
Calvert Emerging 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 Emerging security.
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