Calvert Long-term Financials
| CLDIX Fund | USD 15.96 0.01 0.06% |
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 Long-term Fund Summary
Calvert Long-term competes with Kinetics Paradigm, Touchstone Sustainability, Nuveen Real, Fidelity Freedom, and Highland Merger. The fund typically invests at least 80 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 5 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 U.S. dollar-denominated foreign debt securities and American Depositary Receipts .Specialization | Intermediate Core Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1315823302 |
| Business Address | Calvert Fund |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Intermediate Core Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Long-term Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Long-term's current stock value. Our valuation model uses many indicators to compare Calvert Long-term value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Long-term competition to find correlations between indicators driving Calvert Long-term's intrinsic value. More Info.Calvert Long Term Income 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 3.63 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 Long-term's earnings, one of the primary drivers of an investment's value.Calvert Long-term January 25, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Long-term help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Long Term Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Long Term Income 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 Long-term's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2232 | |||
| Information Ratio | (0.42) | |||
| Maximum Drawdown | 0.7547 | |||
| Value At Risk | (0.31) | |||
| Potential Upside | 0.2514 |
Other Information on Investing in Calvert Mutual Fund
Calvert Long-term 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 Long-term security.
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