Calvert Smallmid Cap A Fund Price on December 2, 2024
| CMPAX Fund | 26.95 1.92 6.65% |
If you're considering investing in Calvert Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Calvert Smallmid stands at 26.95, as last reported on the 11th of December 2024, with the highest price reaching 26.95 and the lowest price hitting 26.95 during the day. At this stage we consider Calvert Mutual Fund to be very steady. Calvert Smallmid Cap secures Sharpe Ratio (or Efficiency) of 0.0367, which signifies that the fund had a 0.0367% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Calvert Smallmid Cap A, which you can use to evaluate the volatility of the entity. Please confirm Calvert Smallmid's Risk Adjusted Performance of 0.0327, mean deviation of 0.7411, and Downside Deviation of 1.41 to double-check if the risk estimate we provide is consistent with the expected return of 0.046%.
Calvert Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Calvert |
Sharpe Ratio = 0.0367
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| Negative Returns | CMPAX |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 2 98% of assets perform better |
Based on monthly moving average Calvert Smallmid is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Calvert Smallmid by adding it to a well-diversified portfolio.
Calvert Smallmid Valuation on December 2, 2024
It is possible to determine the worth of Calvert Smallmid on a given historical date. On December 2, 2024 Calvert was worth 29.29 at the beginning of the trading date compared to the closed value of 29.29. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Calvert Smallmid mutual fund. Still, in general, we apply an absolute valuation method to find Calvert Smallmid's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Calvert Smallmid where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Calvert Smallmid's related companies.
| Open | High | Low | Close | Volume | |
| 29.40 | 29.40 | 29.40 | 29.40 | 1.00 | |
12/02/2024 | 29.29 | 29.29 | 29.29 | 29.29 | 1.00 |
| 29.20 | 29.20 | 29.20 | 29.20 | 1.00 |
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Calvert Smallmid Trading Date Momentum on December 2, 2024
| On December 03 2024 Calvert Smallmid Cap A was traded for 29.20 at the closing time. The highest daily price throughout the period was 29.20 and the lowest price was 29.20 . There was no trading activity during the period 1.0. Lack of trading volume on 12/03/2024 added to the next day price reduction. The overall trading delta to closing price of the next trading day was 0.31% . The overall trading delta to current closing price is 7.99% . |
Calvert Smallmid Cap Fundamentals Correlations and Trends
By evaluating Calvert Smallmid's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Calvert Smallmid's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Calvert financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Calvert Smallmid Mutual Fund history
Calvert Smallmid investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Calvert is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Calvert Smallmid Cap will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Calvert Smallmid stock prices may prove useful in developing a viable investing in Calvert Smallmid
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.
Calvert Smallmid Mutual Fund Technical Analysis
Calvert Smallmid technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Calvert Smallmid Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Calvert Smallmid Cap A cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Calvert Smallmid December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Calvert Smallmid mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Calvert Smallmid shares will generate the highest return on investment. By undertsting and applying Calvert Smallmid mutual fund market strength indicators, traders can identify Calvert Smallmid Cap A entry and exit signals to maximize returns
Calvert Smallmid Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Calvert Smallmid's price direction in advance. Along with the technical and fundamental analysis of Calvert Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Calvert to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0327 | |||
| Jensen Alpha | (0.1) | |||
| Total Risk Alpha | (0.16) | |||
| Sortino Ratio | (0.05) | |||
| Treynor Ratio | 0.0325 |
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| Volatility Indicators | ||
| Volume Indicators |
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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