Calvert Moderate's market value is the price at which a share of Calvert Moderate trades on a public exchange. It measures the collective expectations of Calvert Moderate Allocation investors about its performance. Calvert Moderate is trading at 23.91 as of the 1st of February 2026; that is 0.5 percent decrease since the beginning of the trading day. The fund's open price was 24.03. With this module, you can estimate the performance of a buy and hold strategy of Calvert Moderate Allocation and determine expected loss or profit from investing in Calvert Moderate over a given investment horizon. Check out Calvert Moderate Correlation, Calvert Moderate Volatility and Calvert Moderate Performance module to complement your research on Calvert Moderate.
It's important to distinguish between Calvert Moderate's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Calvert Moderate should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. However, Calvert Moderate's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Calvert Moderate '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 Moderate'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 Moderate.
0.00
11/03/2025
No Change 0.00
0.0
In 3 months and 1 day
02/01/2026
0.00
If you would invest 0.00 in Calvert Moderate on November 3, 2025 and sell it all today you would earn a total of 0.00 from holding Calvert Moderate Allocation or generate 0.0% return on investment in Calvert Moderate over 90 days. Calvert Moderate is related to or competes with Dunham Porategovernment, Franklin Adjustable, Short Term, Us Government, Us Government, Intermediate Government, and Aig Government. The fund is a fund of funds that seeks to achieve its investment objectives by primarily allocating its assets among und... More
Calvert Moderate 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 Moderate'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 Moderate Allocation upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Moderate's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Calvert Moderate's standard deviation. In reality, there are many statistical measures that can use Calvert Moderate historical prices to predict the future Calvert Moderate's volatility.
At this stage we consider Calvert Mutual Fund to be very steady. Calvert Moderate All secures Sharpe Ratio (or Efficiency) of 0.0943, which signifies that the fund had a 0.0943 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Calvert Moderate Allocation, which you can use to evaluate the volatility of the entity. Please confirm Calvert Moderate's Mean Deviation of 0.3799, risk adjusted performance of 0.063, and Downside Deviation of 0.4939 to double-check if the risk estimate we provide is consistent with the expected return of 0.0449%. The fund shows a Beta (market volatility) of 0.0682, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Calvert Moderate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calvert Moderate is expected to be smaller as well.
Auto-correlation
0.22
Weak predictability
Calvert Moderate Allocation has weak predictability. Overlapping area represents the amount of predictability between Calvert Moderate time series from 3rd of November 2025 to 18th of December 2025 and 18th of December 2025 to 1st 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 Moderate All price movement. The serial correlation of 0.22 indicates that over 22.0% of current Calvert Moderate price fluctuation can be explain by its past prices.
Correlation Coefficient
0.22
Spearman Rank Test
0.4
Residual Average
0.0
Price Variance
0.04
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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 Moderate 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 Moderate security.