Calvert Income Fund Fundamentals
| CIFCX Fund | USD 15.08 0.04 0.27% |
Calvert Income Fund fundamentals help investors to digest information that contributes to Calvert Income's financial success or failures. It also enables traders to predict the movement of Calvert Mutual Fund. The fundamental analysis module provides a way to measure Calvert Income's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Calvert Income mutual fund.
Calvert |
Calvert Income Fund Mutual Fund Three Year Return Analysis
Calvert Income's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Calvert Income Three Year Return | (1.70) % |
Most of Calvert Income's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Calvert Income Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Calvert Income Fund has a Three Year Return of -1.6995%. This is much lower than that of the Calvert Research and Management family and significantly lower than that of the Corporate Bond category. The three year return for all United States funds is notably higher than that of the company.
Calvert Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Income's current stock value. Our valuation model uses many indicators to compare Calvert Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Income competition to find correlations between indicators driving Calvert Income's intrinsic value. More Info.Calvert Income Fund is rated below average in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 1,213 of Year To Date Return per Annual Yield. 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 Income's earnings, one of the primary drivers of an investment's value.Calvert Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Calvert Income's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Calvert Income could also be used in its relative valuation, which is a method of valuing Calvert Income by comparing valuation metrics of similar companies.Calvert Income is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Calvert Income
The fund consists of 89.91% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Calvert Income's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Calvert Fundamentals
| Total Asset | 5.99 M | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 4.61 % | |||
| One Year Return | 10.59 % | |||
| Three Year Return | (1.70) % | |||
| Five Year Return | 0.54 % | |||
| Ten Year Return | 2.99 % | |||
| Net Asset | 696.48 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.03 | |||
| Cash Position Weight | 1.65 % | |||
| Equity Positions Weight | 0.23 % | |||
| Bond Positions Weight | 89.91 % |
About Calvert Income Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Calvert Income Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calvert Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calvert Income Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund typically invests at least 65 percent of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 35 percent of its net assets in below-investment grade, high-yield debt instruments , including distressed instruments that are in default. The fund may also invest up to 25 percent of its net assets in foreign debt securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Calvert Mutual Fund
Calvert Income 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 Income security.
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