Calvert Equity Financials
| CSIEX Fund | USD 65.76 0.24 0.36% |
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 Equity Fund Summary
Calvert Equity competes with Calvert Equity, Calvert Equity, Jpmorgan Large, Jpmorgan Large, and Jpmorgan Large. The investment seeks growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation. Calvert Equity is traded on NASDAQ Exchange in the United States.Specialization | Large Growth, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1316183086 |
| Business Address | Calvert Social Investment |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Equity's current stock value. Our valuation model uses many indicators to compare Calvert Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Equity competition to find correlations between indicators driving Calvert Equity's intrinsic value. More Info.Calvert Equity Portfolio is fifth largest fund in price to earning among similar funds. It also is fifth largest fund in price to book among similar funds fabricating about 0.21 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calvert Equity Portfolio is roughly 4.73 . 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 Equity's earnings, one of the primary drivers of an investment's value.Calvert Equity February 1, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Equity Portfolio. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Equity 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 Equity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6935 | |||
| Information Ratio | 0.1121 | |||
| Maximum Drawdown | 33.98 | |||
| Value At Risk | (0.92) | |||
| Potential Upside | 1.43 |
Other Information on Investing in Calvert Mutual Fund
Calvert Equity 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 Equity security.
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