Calvert Balanced Portfolio Fund Price History
CSGCX Fund | USD 44.90 0.05 0.11% |
Below is the normalized historical share price chart for Calvert Balanced Portfolio extending back to May 14, 1997. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Calvert Balanced stands at 44.90, as last reported on the 27th of November, with the highest price reaching 44.90 and the lowest price hitting 44.90 during the day.
If you're considering investing in Calvert Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Calvert Mutual Fund to be very steady. Calvert Balanced Por secures Sharpe Ratio (or Efficiency) of 0.13, which signifies that the fund had a 0.13% 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 0.389, risk adjusted performance of 0.083, and Downside Deviation of 0.5876 to double-check if the risk estimate we provide is consistent with the expected return of 0.0697%.
Calvert Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Calvert |
Sharpe Ratio = 0.1278
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Cash | CSGCX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
0.55 actual daily | 4 96% of assets are more volatile |
Expected Return
0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Calvert Balanced is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Calvert Balanced by adding it to a well-diversified portfolio.
Calvert Balanced Mutual Fund Price History Chart
There are several ways to analyze Calvert Balanced Portfolio Fund price data. The simplest method is using a basic Calvert candlestick price chart, which shows Calvert Balanced price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | November 8, 2024 | 45.01 |
Lowest Price | September 6, 2024 | 42.19 |
Calvert Balanced November 27, 2024 Mutual Fund Price Synopsis
Various analyses of Calvert Balanced's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Calvert Mutual Fund. It can be used to describe the percentage change in the price of Calvert Balanced from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Calvert Mutual Fund.Calvert Balanced Price Action Indicator | (0.03) | |
Calvert Balanced Price Rate Of Daily Change | 1.00 |
Calvert Balanced November 27, 2024 Mutual Fund Price Analysis
Calvert Mutual Fund Price History Data
The price series of Calvert Balanced for the period between Thu, Aug 29, 2024 and Wed, Nov 27, 2024 has a statistical range of 2.82 with a coefficient of variation of 1.43. The prices are distributed with arithmetic mean of 43.84. The median price for the last 90 days is 43.9. The company issued dividends on 27th of March 2020.Open | High | Low | Close | Volume | ||
11/27/2024 | 44.90 | 44.90 | 44.90 | 44.90 | 1.00 | |
11/26/2024 | 44.95 | 44.95 | 44.95 | 44.95 | 1.00 | |
11/25/2024 | 44.79 | 44.79 | 44.79 | 44.79 | 1.00 | |
11/22/2024 | 44.56 | 44.56 | 44.56 | 44.56 | 1.00 | |
11/21/2024 | 44.52 | 44.52 | 44.52 | 44.52 | 1.00 | |
11/20/2024 | 44.35 | 44.35 | 44.35 | 44.35 | 1.00 | |
11/19/2024 | 44.30 | 44.30 | 44.30 | 44.30 | 1.00 | |
11/18/2024 | 44.08 | 44.08 | 44.08 | 44.08 | 1.00 | |
11/15/2024 | 44.00 | 44.00 | 44.00 | 44.00 | 1.00 | |
11/14/2024 | 44.56 | 44.56 | 44.56 | 44.56 | 1.00 | |
11/13/2024 | 44.78 | 44.78 | 44.78 | 44.78 | 1.00 | |
11/12/2024 | 44.81 | 44.81 | 44.81 | 44.81 | 1.00 | |
11/11/2024 | 44.88 | 44.88 | 44.88 | 44.88 | 1.00 | |
11/08/2024 | 45.01 | 45.01 | 45.01 | 45.01 | 1.00 | |
11/07/2024 | 44.86 | 44.86 | 44.86 | 44.86 | 1.00 | |
11/06/2024 | 44.49 | 44.49 | 44.49 | 44.49 | 1.00 | |
11/05/2024 | 43.83 | 43.83 | 43.83 | 43.83 | 1.00 | |
11/04/2024 | 43.49 | 43.49 | 43.49 | 43.49 | 1.00 | |
11/01/2024 | 43.50 | 43.50 | 43.50 | 43.50 | 1.00 | |
10/31/2024 | 43.47 | 43.47 | 43.47 | 43.47 | 1.00 | |
10/30/2024 | 44.07 | 44.07 | 44.07 | 44.07 | 1.00 | |
10/29/2024 | 44.10 | 44.10 | 44.10 | 44.10 | 1.00 | |
10/28/2024 | 43.94 | 43.94 | 43.94 | 43.94 | 1.00 | |
10/25/2024 | 43.94 | 43.94 | 43.94 | 43.94 | 1.00 | |
10/24/2024 | 43.91 | 43.91 | 43.91 | 43.91 | 1.00 | |
10/23/2024 | 43.89 | 43.89 | 43.89 | 43.89 | 1.00 | |
10/22/2024 | 44.18 | 44.18 | 44.18 | 44.18 | 1.00 | |
10/21/2024 | 44.23 | 44.23 | 44.23 | 44.23 | 1.00 | |
10/18/2024 | 44.31 | 44.31 | 44.31 | 44.31 | 1.00 | |
10/17/2024 | 44.16 | 44.16 | 44.16 | 44.16 | 1.00 | |
10/16/2024 | 44.26 | 44.26 | 44.26 | 44.26 | 1.00 | |
10/15/2024 | 44.16 | 44.16 | 44.16 | 44.16 | 1.00 | |
10/14/2024 | 44.34 | 44.34 | 44.34 | 44.34 | 1.00 | |
10/11/2024 | 44.14 | 44.14 | 44.14 | 44.14 | 1.00 | |
10/10/2024 | 43.91 | 43.91 | 43.91 | 43.91 | 1.00 | |
10/09/2024 | 43.98 | 43.98 | 43.98 | 43.98 | 1.00 | |
10/08/2024 | 43.78 | 43.78 | 43.78 | 43.78 | 1.00 | |
10/07/2024 | 43.41 | 43.41 | 43.41 | 43.41 | 1.00 | |
10/04/2024 | 43.77 | 43.77 | 43.77 | 43.77 | 1.00 | |
10/03/2024 | 43.67 | 43.67 | 43.67 | 43.67 | 1.00 | |
10/02/2024 | 43.74 | 43.74 | 43.74 | 43.74 | 1.00 | |
10/01/2024 | 43.69 | 43.69 | 43.69 | 43.69 | 1.00 | |
09/30/2024 | 43.91 | 43.91 | 43.91 | 43.91 | 1.00 | |
09/27/2024 | 43.83 | 43.83 | 43.83 | 43.83 | 1.00 | |
09/26/2024 | 43.89 | 43.89 | 43.89 | 43.89 | 1.00 | |
09/25/2024 | 43.87 | 43.87 | 43.87 | 43.87 | 1.00 | |
09/24/2024 | 43.96 | 43.96 | 43.96 | 43.96 | 1.00 | |
09/23/2024 | 43.87 | 43.87 | 43.87 | 43.87 | 1.00 | |
09/20/2024 | 43.83 | 43.83 | 43.83 | 43.83 | 1.00 | |
09/19/2024 | 43.90 | 43.90 | 43.90 | 43.90 | 1.00 | |
09/18/2024 | 43.39 | 43.39 | 43.39 | 43.39 | 1.00 | |
09/17/2024 | 43.49 | 43.49 | 43.49 | 43.49 | 1.00 | |
09/16/2024 | 43.55 | 43.55 | 43.55 | 43.55 | 1.00 | |
09/13/2024 | 43.55 | 43.55 | 43.55 | 43.55 | 1.00 | |
09/12/2024 | 43.28 | 43.28 | 43.28 | 43.28 | 1.00 | |
09/11/2024 | 43.04 | 43.04 | 43.04 | 43.04 | 1.00 | |
09/10/2024 | 42.69 | 42.69 | 42.69 | 42.69 | 1.00 | |
09/09/2024 | 42.51 | 42.51 | 42.51 | 42.51 | 1.00 | |
09/06/2024 | 42.19 | 42.19 | 42.19 | 42.19 | 1.00 | |
09/05/2024 | 42.66 | 42.66 | 42.66 | 42.66 | 1.00 | |
09/04/2024 | 42.69 | 42.69 | 42.69 | 42.69 | 1.00 |
About Calvert Balanced Mutual Fund history
Calvert Balanced investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Calvert is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Calvert Balanced Por will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Calvert Balanced stock prices may prove useful in developing a viable investing in Calvert Balanced
Under normal market conditions, the fund invests between 50 percent and 75 percent of its net assets in equity securities and between 25 percent and 50 percent of its net assets in fixed-income securities. Stock investments are primarily common stock of large-cap companies. Fixed-income investments are primarily a wide variety of investment grade debt securities.
Calvert Balanced Mutual Fund Technical Analysis
Calvert Balanced technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
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Calvert Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Calvert Balanced's price direction in advance. Along with the technical and fundamental analysis of Calvert Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Calvert to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | 0.083 | |||
Jensen Alpha | (0.01) | |||
Total Risk Alpha | (0.03) | |||
Sortino Ratio | (0.12) | |||
Treynor Ratio | 0.0974 |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
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.
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