Calvert Equity Portfolio Fund Price History
CSIEX Fund | USD 85.32 0.33 0.39% |
Below is the normalized historical share price chart for Calvert Equity Portfolio extending back to March 31, 1988. 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 Equity stands at 85.32, as last reported on the 23rd of November, with the highest price reaching 85.32 and the lowest price hitting 85.32 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 Equity Portfolio secures Sharpe Ratio (or Efficiency) of 0.0294, which signifies that the fund had a 0.0294% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Calvert Equity Portfolio, which you can use to evaluate the volatility of the entity. Please confirm Calvert Equity's Mean Deviation of 0.4768, risk adjusted performance of 5.0E-4, and Downside Deviation of 0.654 to double-check if the risk estimate we provide is consistent with the expected return of 0.0178%.
Calvert Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Calvert |
Sharpe Ratio = 0.0294
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Estimated Market Risk
0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Calvert Equity is performing at about 2% 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 Equity by adding it to a well-diversified portfolio.
Calvert Equity Mutual Fund Price History Chart
There are several ways to analyze Calvert Equity Portfolio Fund price data. The simplest method is using a basic Calvert candlestick price chart, which shows Calvert Equity 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 | October 18, 2024 | 86.4 |
Lowest Price | October 31, 2024 | 82.85 |
Calvert Equity November 23, 2024 Mutual Fund Price Synopsis
Various analyses of Calvert Equity'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 Equity 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 Equity Price Rate Of Daily Change | 1.00 | |
Calvert Equity Price Action Indicator | 0.16 |
Calvert Equity November 23, 2024 Mutual Fund Price Analysis
Calvert Mutual Fund Price History Data
The price series of Calvert Equity for the period between Sun, Aug 25, 2024 and Sat, Nov 23, 2024 has a statistical range of 3.55 with a coefficient of variation of 0.95. The prices are distributed with arithmetic mean of 84.85. The median price for the last 90 days is 84.82. The company issued dividends on 12/02/2019.Open | High | Low | Close | Volume | ||
11/22/2024 | 85.32 | 85.32 | 85.32 | 85.32 | 1.00 | |
11/21/2024 | 84.99 | 84.99 | 84.99 | 84.99 | 1.00 | |
11/20/2024 | 84.30 | 84.30 | 84.30 | 84.30 | 1.00 | |
11/19/2024 | 84.27 | 84.27 | 84.27 | 84.27 | 1.00 | |
11/18/2024 | 84.41 | 84.41 | 84.41 | 84.41 | 1.00 | |
11/15/2024 | 84.34 | 84.34 | 84.34 | 84.34 | 1.00 | |
11/14/2024 | 85.49 | 85.49 | 85.49 | 85.49 | 1.00 | |
11/13/2024 | 86.15 | 86.15 | 86.15 | 86.15 | 1.00 | |
11/12/2024 | 85.76 | 85.76 | 85.76 | 85.76 | 1.00 | |
11/11/2024 | 85.92 | 85.92 | 85.92 | 85.92 | 1.00 | |
11/08/2024 | 85.71 | 85.71 | 85.71 | 85.71 | 1.00 | |
11/07/2024 | 85.35 | 85.35 | 85.35 | 85.35 | 1.00 | |
11/06/2024 | 84.88 | 84.88 | 84.88 | 84.88 | 1.00 | |
11/05/2024 | 83.90 | 83.90 | 83.90 | 83.90 | 1.00 | |
11/04/2024 | 83.29 | 83.29 | 83.29 | 83.29 | 1.00 | |
11/01/2024 | 83.31 | 83.31 | 83.31 | 83.31 | 1.00 | |
10/31/2024 | 82.85 | 82.85 | 82.85 | 82.85 | 1.00 | |
10/30/2024 | 84.38 | 84.38 | 84.38 | 84.38 | 1.00 | |
10/29/2024 | 84.10 | 84.10 | 84.10 | 84.10 | 1.00 | |
10/28/2024 | 84.32 | 84.32 | 84.32 | 84.32 | 1.00 | |
10/25/2024 | 84.14 | 84.14 | 84.14 | 84.14 | 1.00 | |
10/24/2024 | 84.53 | 84.53 | 84.53 | 84.53 | 1.00 | |
10/23/2024 | 85.08 | 85.08 | 85.08 | 85.08 | 1.00 | |
10/22/2024 | 85.39 | 85.39 | 85.39 | 85.39 | 1.00 | |
10/21/2024 | 85.86 | 85.86 | 85.86 | 85.86 | 1.00 | |
10/18/2024 | 86.40 | 86.40 | 86.40 | 86.40 | 1.00 | |
10/17/2024 | 85.97 | 85.97 | 85.97 | 85.97 | 1.00 | |
10/16/2024 | 86.21 | 86.21 | 86.21 | 86.21 | 1.00 | |
10/15/2024 | 86.06 | 86.06 | 86.06 | 86.06 | 1.00 | |
10/14/2024 | 85.92 | 85.92 | 85.92 | 85.92 | 1.00 | |
10/11/2024 | 85.25 | 85.25 | 85.25 | 85.25 | 1.00 | |
10/10/2024 | 84.70 | 84.70 | 84.70 | 84.70 | 1.00 | |
10/09/2024 | 85.24 | 85.24 | 85.24 | 85.24 | 1.00 | |
10/08/2024 | 84.75 | 84.75 | 84.75 | 84.75 | 1.00 | |
10/07/2024 | 83.99 | 83.99 | 83.99 | 83.99 | 1.00 | |
10/04/2024 | 84.69 | 84.69 | 84.69 | 84.69 | 1.00 | |
10/03/2024 | 84.61 | 84.61 | 84.61 | 84.61 | 1.00 | |
10/02/2024 | 85.05 | 85.05 | 85.05 | 85.05 | 1.00 | |
10/01/2024 | 85.27 | 85.27 | 85.27 | 85.27 | 1.00 | |
09/30/2024 | 85.83 | 85.83 | 85.83 | 85.83 | 1.00 | |
09/27/2024 | 85.59 | 85.59 | 85.59 | 85.59 | 1.00 | |
09/26/2024 | 85.73 | 85.73 | 85.73 | 85.73 | 1.00 | |
09/25/2024 | 84.92 | 84.92 | 84.92 | 84.92 | 1.00 | |
09/24/2024 | 85.34 | 85.34 | 85.34 | 85.34 | 1.00 | |
09/23/2024 | 85.65 | 85.65 | 85.65 | 85.65 | 1.00 | |
09/20/2024 | 85.44 | 85.44 | 85.44 | 85.44 | 1.00 | |
09/19/2024 | 85.67 | 85.67 | 85.67 | 85.67 | 1.00 | |
09/18/2024 | 84.95 | 84.95 | 84.95 | 84.95 | 1.00 | |
09/17/2024 | 85.38 | 85.38 | 85.38 | 85.38 | 1.00 | |
09/16/2024 | 85.55 | 85.55 | 85.55 | 85.55 | 1.00 | |
09/13/2024 | 85.11 | 85.11 | 85.11 | 85.11 | 1.00 | |
09/12/2024 | 84.82 | 84.82 | 84.82 | 84.82 | 1.00 | |
09/11/2024 | 84.44 | 84.44 | 84.44 | 84.44 | 1.00 | |
09/10/2024 | 84.44 | 84.44 | 84.44 | 84.44 | 1.00 | |
09/09/2024 | 84.03 | 84.03 | 84.03 | 84.03 | 1.00 | |
09/06/2024 | 83.08 | 83.08 | 83.08 | 83.08 | 1.00 | |
09/05/2024 | 83.74 | 83.74 | 83.74 | 83.74 | 1.00 | |
09/04/2024 | 84.04 | 84.04 | 84.04 | 84.04 | 1.00 | |
09/03/2024 | 83.91 | 83.91 | 83.91 | 83.91 | 1.00 | |
08/30/2024 | 84.88 | 84.88 | 84.88 | 84.88 | 1.00 | |
08/29/2024 | 84.35 | 84.35 | 84.35 | 84.35 | 1.00 |
About Calvert Equity Mutual Fund history
Calvert Equity 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 Equity Portfolio 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 Equity stock prices may prove useful in developing a viable investing in Calvert Equity
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in equity securities . It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25 percent of its assets in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market .
Calvert Equity Mutual Fund Technical Analysis
Calvert Equity 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 Equity Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Calvert Equity'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 | 5.0E-4 | |||
Jensen Alpha | (0) | |||
Total Risk Alpha | (0.08) | |||
Sortino Ratio | (0.16) | |||
Treynor Ratio | 0.1756 |
Cycle Indicators | ||
Math Operators | ||
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Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
Other Information on Investing in Calvert Mutual Fund
Calvert Equity 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 Equity security.
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