Calvert Global Energy Fund Manager Performance Evaluation
| CAEIX Fund | USD 11.34 0.11 0.98% |
The fund shows a Beta (market volatility) of 0.4, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Calvert Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calvert Global is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Calvert Global Energy are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Calvert Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 0.9900 |
Calvert |
Calvert Global Relative Risk vs. Return Landscape
If you would invest 1,122 in Calvert Global Energy on September 1, 2024 and sell it today you would earn a total of 12.00 from holding Calvert Global Energy or generate 1.07% return on investment over 90 days. Calvert Global Energy is currently producing 0.0207% returns and takes up 0.9144% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Calvert, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Calvert Global Current Valuation
Fairly Valued
Today
Please note that Calvert Global's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calvert Global Energy shows a prevailing Real Value of $11.4 per share. The current price of the fund is $11.34. We determine the value of Calvert Global Energy from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Calvert Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.34 | Real 11.4 | Hype 11.34 | Naive 11.43 |
The intrinsic value of Calvert Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Calvert Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Calvert Global Energy helps investors to forecast how Calvert mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Calvert Global more accurately as focusing exclusively on Calvert Global's fundamentals will not take into account other important factors: Calvert Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert Global Energy, and traders can use it to determine the average amount a Calvert Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0227
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CAEIX |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Calvert Global is performing at about 1% 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 Global by adding it to a well-diversified portfolio.
Calvert Global Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Global, and Calvert Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Calvert Mutual Fund performance.
| Price To Earning | 15.57 X | ||||
| Price To Book | 1.53 X | ||||
| Price To Sales | 0.90 X | ||||
| Total Asset | 76.6 M | ||||
About Calvert Global Performance
Evaluating Calvert Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Calvert Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund concentrates in the sustainable energy solutions industry and normally invests at least 80 percent of its net assets in equity securities of U.S. and non-U.S. companies whose main business is sustainable energy solutions. The index is composed of companies that manage energy use in a sustainable manner or that are actively engaged in facilitating the transition to a more sustainable economy through the reduction of greenhouse gas emissions and the expanded use of renewable energy sources.Things to note about Calvert Global Energy performance evaluation
Checking the ongoing alerts about Calvert Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Global Energy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -7.0% | |
| Calvert Global Energy holds 99.6% of its assets under management (AUM) in equities |
- Analyzing Calvert Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Calvert Global's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Calvert Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Global's mutual fund. These opinions can provide insight into Calvert Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Global 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 Global security.
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