Calvert Bond Financials
| CSBCX Fund | USD 14.47 0.05 0.35% |
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 Bond Fund Summary
Calvert Bond competes with Calvert Developed, Calvert Developed, Calvert Short, Calvert International, and Calvert Short. Under normal circumstances, the fund invests at least 80 percent of its net assets in bonds. Bonds include debt securities of any maturity. At least 80 percent of the funds net assets are invested in investment grade debt securities. The fund may also invest up to 25 percent of its net assets in foreign debt securities.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calvert Social Investment |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Bond Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Bond's current stock value. Our valuation model uses many indicators to compare Calvert Bond value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Bond competition to find correlations between indicators driving Calvert Bond's intrinsic value. More Info.Calvert Bond Portfolio 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 459.37 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 Bond's earnings, one of the primary drivers of an investment's value.Calvert Bond Portfolio Systematic Risk
Calvert Bond's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Bond 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Calvert Bond Portfolio correlated with the market. If Beta is less than 0 Calvert Bond generally moves in the opposite direction as compared to the market. If Calvert Bond Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Bond Portfolio is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Bond is generally in the same direction as the market. If Beta > 1 Calvert Bond moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Bond November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Bond help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Bond Portfolio. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Bond Portfolio 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 Bond's daily price indicators and compare them against related drivers.
| Information Ratio | (0.51) | |||
| Maximum Drawdown | 1.23 | |||
| Value At Risk | (0.49) | |||
| Potential Upside | 0.4147 |
Other Information on Investing in Calvert Mutual Fund
Calvert Bond 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 Bond security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |