Calvert Ultra Short Income Fund Market Value
| CULIX Fund | USD 9.93 0.03 0.30% |
| Symbol | 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.
| 11/06/2025 |
| 02/04/2026 |
If you would invest 0.00 in Calvert Ultra-short on November 6, 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 Nuveen Ohio, Gamco Global, T Rowe, Franklin High, Pace Municipal, and California High-yield. 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 | (0.33) | |||
| Maximum Drawdown | 0.5108 | |||
| Potential Upside | 0.303 |
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 | 0.1162 | |||
| Jensen Alpha | 0.0129 | |||
| Total Risk Alpha | 0.0078 | |||
| Treynor Ratio | 3.05 |
Calvert Ultra-short February 4, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1162 | |||
| Market Risk Adjusted Performance | 3.06 | |||
| Mean Deviation | 0.0475 | |||
| Coefficient Of Variation | 392.14 | |||
| Standard Deviation | 0.0906 | |||
| Variance | 0.0082 | |||
| Information Ratio | (0.33) | |||
| Jensen Alpha | 0.0129 | |||
| Total Risk Alpha | 0.0078 | |||
| Treynor Ratio | 3.05 | |||
| Maximum Drawdown | 0.5108 | |||
| Potential Upside | 0.303 | |||
| Skewness | 3.3 | |||
| Kurtosis | 11.06 |
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 twenty-one technical indicators for Calvert Ultra Short Income, which you can use to evaluate the volatility of the entity. Please confirm Calvert Ultra-short's Risk Adjusted Performance of 0.1162, mean deviation of 0.0475, and Standard Deviation of 0.0906 to double-check if the risk estimate we provide is consistent with the expected return of 0.0186%. The fund shows a Beta (market volatility) of 0.0043, 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 | 0.54 |
Modest predictability
Calvert Ultra Short Income has modest predictability. Overlapping area represents the amount of predictability between Calvert Ultra-short time series from 6th of November 2025 to 21st of December 2025 and 21st of December 2025 to 4th 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 0.54 indicates that about 54.0% of current Calvert Ultra-short price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.54 | |
| Spearman Rank Test | 0.99 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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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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