Calvert Ultra Short Income Fund Net Income
| CULAX Fund | USD 9.93 0.00 0.00% |
As of the 10th of February, Calvert Ultra-short shows the Risk Adjusted Performance of 0.0888, mean deviation of 0.0364, and Standard Deviation of 0.0702. Calvert Ultra Short technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Calvert Ultra-short's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Calvert Ultra-short's valuation are provided below:Calvert Ultra Short Income does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Calvert |
Calvert Ultra-short 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Calvert Ultra-short's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Calvert Ultra-short.
| 11/12/2025 |
| 02/10/2026 |
If you would invest 0.00 in Calvert Ultra-short on November 12, 2025 and sell it all today you would earn a total of 0.00 from holding Calvert Ultra Short Income or generate 0.0% return on investment in Calvert Ultra-short over 90 days. Calvert Ultra-short is related to or competes with Calvert Developed, Calvert Developed, Calvert Short, Calvert International, Calvert Short, Calvert Short, and Calvert Emerging. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its ... More
Calvert Ultra-short Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Calvert Ultra-short's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Calvert Ultra Short Income upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (1.16) | |||
| Maximum Drawdown | 0.3052 | |||
| Potential Upside | 0.1018 |
Calvert Ultra-short Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Ultra-short's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Calvert Ultra-short's standard deviation. In reality, there are many statistical measures that can use Calvert Ultra-short historical prices to predict the future Calvert Ultra-short's volatility.| Risk Adjusted Performance | 0.0888 | |||
| Jensen Alpha | 0.0059 | |||
| Total Risk Alpha | (0.0008) | |||
| Treynor Ratio | 0.6276 |
Calvert Ultra-short February 10, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
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| Price Transform | ||
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| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0888 | |||
| Market Risk Adjusted Performance | 0.6376 | |||
| Mean Deviation | 0.0364 | |||
| Coefficient Of Variation | 415.47 | |||
| Standard Deviation | 0.0702 | |||
| Variance | 0.0049 | |||
| Information Ratio | (1.16) | |||
| Jensen Alpha | 0.0059 | |||
| Total Risk Alpha | (0.0008) | |||
| Treynor Ratio | 0.6276 | |||
| Maximum Drawdown | 0.3052 | |||
| Potential Upside | 0.1018 | |||
| Skewness | 3.2 | |||
| Kurtosis | 11.43 |
Calvert Ultra Short Backtested Returns
At this stage we consider Calvert Mutual Fund to be very steady. Calvert Ultra Short secures Sharpe Ratio (or Efficiency) of 0.24, which signifies that the fund had a 0.24 % return per unit of risk over the last 3 months. We have found seventeen technical indicators for Calvert Ultra Short Income, which you can use to evaluate the volatility of the entity. Please confirm Calvert Ultra-short's Standard Deviation of 0.0702, risk adjusted performance of 0.0888, and Mean Deviation of 0.0364 to double-check if the risk estimate we provide is consistent with the expected return of 0.0169%. The fund shows a Beta (market volatility) of 0.011, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Calvert Ultra-short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calvert Ultra-short is expected to be smaller as well.
Auto-correlation | 0.52 |
Modest predictability
Calvert Ultra Short Income has modest predictability. Overlapping area represents the amount of predictability between Calvert Ultra-short time series from 12th of November 2025 to 27th of December 2025 and 27th of December 2025 to 10th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Calvert Ultra Short price movement. The serial correlation of 0.52 indicates that about 52.0% of current Calvert Ultra-short price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.52 | |
| Spearman Rank Test | 0.99 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Calvert Ultra Short Income reported net income of 0.0. This indicator is about the same for the Calvert Research and Management average (which is currently at 0.0) family and about the same as Ultrashort Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Ultra-short's current stock value. Our valuation model uses many indicators to compare Calvert Ultra-short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Ultra-short competition to find correlations between indicators driving Calvert Ultra-short's intrinsic value. More Info.Calvert Ultra Short Income is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 6.95 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 Ultra-short's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Calvert Ultra-short
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Calvert Ultra-short'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 for 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 manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Calvert Fundamentals
| Total Asset | 235.93 M | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 0.29 % | ||||
| One Year Return | 4.56 % | ||||
| Three Year Return | 5.26 % | ||||
| Five Year Return | 3.29 % | ||||
| Ten Year Return | 1.18 % | ||||
| Net Asset | 684.74 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 4.19 % | ||||
| Bond Positions Weight | 10.00 % |
About Calvert Ultra-short Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Calvert Ultra Short Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calvert Ultra-short using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calvert Ultra Short Income 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.
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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 Ultra-short 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 Ultra-short security.
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