Calvert Equity Portfolio Fund Price on October 9, 2024
| CSIEX Fund | USD 86.09 0.09 0.10% |
Below is the normalized historical share price chart for Calvert Equity Portfolio extending back to March 31, 1988. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Calvert Equity stands at 86.09, as last reported on the 27th of November, with the highest price reaching 86.09 and the lowest price hitting 86.09 during the day.
If you're considering investing in Calvert Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Calvert Mutual Fund to be very steady. Calvert Equity Portfolio secures Sharpe Ratio (or Efficiency) of 0.0558, which signifies that the fund had a 0.0558% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Calvert Equity Portfolio, which you can use to evaluate the volatility of the entity. Please confirm Calvert Equity's Downside Deviation of 0.6598, risk adjusted performance of 0.0361, and Mean Deviation of 0.4891 to double-check if the risk estimate we provide is consistent with the expected return of 0.0343%.
Calvert Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Calvert |
Sharpe Ratio = 0.0558
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| Negative Returns | CSIEX |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Calvert Equity is performing at about 4% 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 Equity by adding it to a well-diversified portfolio.
Calvert Equity Valuation on October 9, 2024
It is possible to determine the worth of Calvert Equity on a given historical date. On October 9, 2024 Calvert was worth 85.24 at the beginning of the trading date compared to the closed value of 85.24. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Calvert Equity mutual fund. Still, in general, we apply an absolute valuation method to find Calvert Equity'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 Equity where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Calvert Equity's related companies.
| Open | High | Low | Close | Volume | |
| 84.75 | 84.75 | 84.75 | 84.75 | 1.00 | |
10/09/2024 | 85.24 | 85.24 | 85.24 | 85.24 | 1.00 |
| 84.70 | 84.70 | 84.70 | 84.70 | 1.00 |
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Calvert Equity Trading Date Momentum on October 9, 2024
| On October 10 2024 Calvert Equity Portfolio was traded for 84.70 at the closing time. The highest daily price throughout the period was 84.70 and the lowest price was 84.70 . There was no trading activity during the period 1.0. Lack of trading volume on 10/10/2024 added to the next day price reduction. The overall trading delta to closing price of the next trading day was 0.63% . The overall trading delta to current closing price is 0.73% . |
Calvert Equity Portfolio Fundamentals Correlations and Trends
By evaluating Calvert Equity'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 Equity'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 Equity Mutual Fund history
Calvert Equity 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 Equity Portfolio 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 Equity stock prices may prove useful in developing a viable investing in Calvert Equity
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in equity securities . It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25 percent of its assets in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market .
Calvert Equity Mutual Fund Technical Analysis
Calvert Equity 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 Equity Period Price Range
Low | November 27, 2024
| High |
0.00 | 0.00 |
Calvert Equity Portfolio 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 Equity November 27, 2024 Market Strength
Market strength indicators help investors to evaluate how Calvert Equity 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 Equity shares will generate the highest return on investment. By undertsting and applying Calvert Equity mutual fund market strength indicators, traders can identify Calvert Equity Portfolio entry and exit signals to maximize returns
Calvert Equity Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Calvert Equity'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 | 0.0361 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | (0.15) | |||
| Treynor Ratio | 0.0345 |
| Cycle Indicators | ||
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| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
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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