Calvert Smallmid Financials
| CMPAX Fund | 29.35 0.14 0.47% |
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 Smallmid Fund Summary
Calvert Smallmid competes with Live Oak, Invesco Global, Health Biotchnology, and Highland Longshort. Under normal market conditions, the fund invests at least 80 percent of its net assets in common stocks of small- to mid-capitalization companies . The manager defines small- to mid-capitalization companies as those whose market capitalization falls within the range of the Russell 2500 Index at the time of investments. As of March 31, 2023, the market capitalization range for Russell 2500 Index was 3.0 million to 23.8 billion.Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Mid-Cap Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 6611 |
Calvert Smallmid Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Smallmid's current stock value. Our valuation model uses many indicators to compare Calvert Smallmid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Smallmid competition to find correlations between indicators driving Calvert Smallmid's intrinsic value. More Info.Calvert Smallmid Cap A 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 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calvert Smallmid Cap A is roughly 7.14 . 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 Smallmid's earnings, one of the primary drivers of an investment's value.Calvert Smallmid Cap Systematic Risk
Calvert Smallmid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Smallmid 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 twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Calvert Smallmid Cap correlated with the market. If Beta is less than 0 Calvert Smallmid generally moves in the opposite direction as compared to the market. If Calvert Smallmid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Smallmid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Smallmid is generally in the same direction as the market. If Beta > 1 Calvert Smallmid moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Smallmid November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Smallmid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Smallmid Cap A. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Smallmid Cap A 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 Smallmid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7833 | |||
| Information Ratio | 0.0148 | |||
| Maximum Drawdown | 4.93 | |||
| Value At Risk | (1.17) | |||
| Potential Upside | 1.56 |
Other Information on Investing in Calvert Mutual Fund
Calvert Smallmid 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 Smallmid security.
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