Calvert Balanced Portfolio Fund Market Outlook
| CBAIX Fund | USD 48.35 0.05 0.10% |
Slightly above 61% of Calvert Balanced's investor base is looking to short. The analysis of overall sentiment of trading Calvert Balanced Portfolio mutual fund suggests that many investors are alarmed at this time. Calvert Balanced's investing sentiment can be driven by a variety of factors including economic data, Calvert Balanced's earnings reports, geopolitical events, and overall market trends.
Comfort Level 39
Alarmed
Panic | Confidence |
Today, several news technology companies offer sentiment data to assist traders in manufacturing news sentiment indicators for investment decisions. We partner with these technology firms in helping retail investors build forecasting models that use Calvert Balanced's input sentiment indicators derived from textual data and news published on major financial information outlets and social sites. These indicators can be used to analyze time-dependent numerical information representing public perception toward Calvert Balanced Portfolio.
News SentimentNeutral | Hype SentimentBearish | Insider SentimentWaiting |
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Calvert Balanced Portfolio is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Calvert Balanced Portfolio given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Calvert Balanced Portfolio, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Calvert Balanced Advice
The Calvert recommendation should be used to complement the investment advice compiled from the current analysts' consensus on Calvert Balanced Portfolio. Macroaxis does not own or have any residual interests in Calvert Balanced Portfolio or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Calvert Balanced's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details |
For the selected time horizon Calvert Balanced Portfolio has a Risk Adjusted Performance of 0.023, Jensen Alpha of (0.04), Total Risk Alpha of (0.05), Sortino Ratio of (0.15) and Treynor Ratio of 0.0175Our investment recommendation tool can be used to complement Calvert Balanced trade advice provided by experts. It analyzes the fund's potential to grow against your specific risk preferences and investment horizon. Use Calvert Balanced Por total asset, five year return, as well as the relationship between the Five Year Return and equity positions weight to ensure your buy or sell decision on Calvert Balanced Por is adequate.
Calvert Balanced Trading Alerts and Improvement Suggestions
| Latest headline from news.google.com: Exclusive Janus Henderson Affiliates Set Up an Asset-Backed Interval Fund - The Wall Street Journal |
Calvert Balanced Returns Distribution Density
The distribution of Calvert Balanced's historical returns is an attempt to chart the uncertainty of Calvert Balanced's future price movements. The chart of the probability distribution of Calvert Balanced daily returns describes the distribution of returns around its average expected value. We use Calvert Balanced Portfolio price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Calvert Balanced returns is essential to provide solid investment analysis for Calvert Balanced.
| Mean Return | 0.02 | Value At Risk | -0.88 | Potential Upside | 0.78 | Standard Deviation | 0.53 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Calvert Balanced historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Calvert Balanced Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Calvert Balanced or Calvert Research and Management sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Calvert Balanced's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Calvert fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.04 | |
β | Beta against Dow Jones | 0.50 | |
σ | Overall volatility | 0.51 | |
Ir | Information ratio | -0.16 |
Calvert Balanced Volatility Alert
Calvert Balanced Portfolio exhibits very low volatility with skewness of -0.37 and kurtosis of 0.56. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Calvert Balanced's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Calvert Balanced's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Calvert Balanced Fundamentals Vs Peers
Comparing Calvert Balanced's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Calvert Balanced's direct or indirect competition across all of the common fundamentals between Calvert Balanced and the related equities. This way, we can detect undervalued stocks with similar characteristics as Calvert Balanced or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Calvert Balanced's fundamental indicators could also be used in its relative valuation, which is a method of valuing Calvert Balanced by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Calvert Balanced to competition |
| Fundamentals | Calvert Balanced | Peer Average |
| Price To Earning | 17.28 X | 6.53 X |
| Price To Book | 2.79 X | 0.74 X |
| Price To Sales | 1.49 X | 0.61 X |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 1.05 % | 0.39 % |
| One Year Return | 8.38 % | 4.15 % |
| Three Year Return | 14.17 % | 3.60 % |
| Five Year Return | 8.06 % | 3.24 % |
| Ten Year Return | 8.84 % | 1.79 % |
| Net Asset | 1.46 B | 4.11 B |
| Last Dividend Paid | 0.1 | 0.65 |
| Cash Position Weight | 1.67 % | 10.61 % |
| Equity Positions Weight | 55.59 % | 63.90 % |
| Bond Positions Weight | 4.33 % | 11.24 % |
Calvert Balanced Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Calvert . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 48.35 | |||
| Day Typical Price | 48.35 | |||
| Price Action Indicator | (0.03) | |||
| Period Momentum Indicator | (0.05) |
About Calvert Balanced Buy or Sell Advice
When is the right time to buy or sell Calvert Balanced Portfolio? Buying financial instruments such as Calvert Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Calvert Balanced in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Munis Funds Thematic Idea Now
Munis Funds
Funds or Etfs that invest in fixed income securities issued by states, cities, and towns as well as other public entities. The Munis Funds theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Munis Funds Theme or any other thematic opportunities.
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Other Information on Investing in Calvert Mutual Fund
Calvert Balanced 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 Balanced security.
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