Calvert Balanced's market value is the price at which a share of Calvert Balanced trades on a public exchange. It measures the collective expectations of Calvert Balanced Portfolio investors about its performance. Calvert Balanced is trading at 47.37 as of the 26th of February 2026; that is 0.47% up since the beginning of the trading day. The fund's open price was 47.15. With this module, you can estimate the performance of a buy and hold strategy of Calvert Balanced Portfolio and determine expected loss or profit from investing in Calvert Balanced over a given investment horizon. Check out Calvert Balanced Correlation, Calvert Balanced Volatility and Calvert Balanced Performance module to complement your research on Calvert Balanced.
It's important to distinguish between Calvert Balanced's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Calvert Balanced should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Calvert Balanced's market price signifies the transaction level at which participants voluntarily complete trades.
Calvert Balanced '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 Balanced'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 Balanced.
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11/28/2025
No Change 0.00
0.0
In 2 months and 31 days
02/26/2026
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If you would invest 0.00 in Calvert Balanced on November 28, 2025 and sell it all today you would earn a total of 0.00 from holding Calvert Balanced Portfolio or generate 0.0% return on investment in Calvert Balanced over 90 days. Calvert Balanced is related to or competes with Calvert Developed, Calvert Developed, Calvert Short, Calvert International, Calvert Short, Calvert Short, and Calvert Emerging. Under normal market conditions, the fund invests between 50 percent and 75 percent of its net assets in equity securitie... More
Calvert Balanced 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 Balanced'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 Balanced Portfolio 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 Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Calvert Balanced's standard deviation. In reality, there are many statistical measures that can use Calvert Balanced historical prices to predict the future Calvert Balanced's volatility.
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Calvert Balanced. Your research has to be compared to or analyzed against Calvert Balanced's peers to derive any actionable benefits. When done correctly, Calvert Balanced's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Calvert Balanced Por.
Calvert Balanced February 26, 2026 Technical Indicators
At this stage we consider Calvert Mutual Fund to be very steady. Calvert Balanced Por secures Sharpe Ratio (or Efficiency) of 0.0834, which signifies that the fund had a 0.0834 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Calvert Balanced Portfolio, which you can use to evaluate the volatility of the entity. Please confirm Calvert Balanced's Mean Deviation of 0.4374, downside deviation of 0.5749, and Risk Adjusted Performance of 0.0975 to double-check if the risk estimate we provide is consistent with the expected return of 0.0539%. The fund shows a Beta (market volatility) of -0.11, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Calvert Balanced are expected to decrease at a much lower rate. During the bear market, Calvert Balanced is likely to outperform the market.
Auto-correlation
-0.55
Good reverse predictability
Calvert Balanced Portfolio has good reverse predictability. Overlapping area represents the amount of predictability between Calvert Balanced time series from 28th of November 2025 to 12th of January 2026 and 12th of January 2026 to 26th 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 Balanced Por price movement. The serial correlation of -0.55 indicates that about 55.0% of current Calvert Balanced price fluctuation can be explain by its past prices.
Correlation Coefficient
-0.55
Spearman Rank Test
-0.79
Residual Average
0.0
Price Variance
0.14
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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 Balanced 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 Balanced security.