Calvert Aggressive Allocation Fund Manager Performance Evaluation
| CAAAX Fund | USD 28.08 0.02 0.07% |
The fund shows a Beta (market volatility) of 0.66, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Calvert Aggressive's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calvert Aggressive is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Calvert Aggressive Allocation are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Calvert Aggressive is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 0.9500 |
Calvert |
Calvert Aggressive Relative Risk vs. Return Landscape
If you would invest 2,696 in Calvert Aggressive Allocation on August 31, 2024 and sell it today you would earn a total of 112.00 from holding Calvert Aggressive Allocation or generate 4.15% return on investment over 90 days. Calvert Aggressive Allocation is currently producing 0.0663% returns and takes up 0.5767% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Calvert, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Calvert Aggressive Current Valuation
Fairly Valued
Today
Please note that Calvert Aggressive's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calvert Aggressive shows a prevailing Real Value of $27.89 per share. The current price of the fund is $28.08. We determine the value of Calvert Aggressive from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Calvert Aggressive is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Aggressive's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 28.08 | Real 27.89 | Hype 28.08 |
The intrinsic value of Calvert Aggressive's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Calvert Aggressive's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Calvert Aggressive Allocation helps investors to forecast how Calvert mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Calvert Aggressive more accurately as focusing exclusively on Calvert Aggressive's fundamentals will not take into account other important factors: Calvert Aggressive Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Aggressive's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert Aggressive Allocation, and traders can use it to determine the average amount a Calvert Aggressive's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1149
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | CAAAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.58 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 9 91% of assets perform better |
Based on monthly moving average Calvert Aggressive is performing at about 9% 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 Aggressive by adding it to a well-diversified portfolio.
Calvert Aggressive Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Aggressive, and Calvert Aggressive fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Calvert Mutual Fund performance.
| Price To Earning | 17.52 X | |||
| Price To Book | 2.20 X | |||
| Price To Sales | 1.38 X | |||
| Total Asset | 236.9 M | |||
About Calvert Aggressive Performance
Evaluating Calvert Aggressive's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Aggressive has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Calvert Aggressive has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund is a fund of funds that seeks to achieve its investment objective by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 80-100 percent of its net assets in funds that invest primarily in equity securities and up to 20 percent of its net assets in funds that invest primarily in income securities. The fund may also invest 0 percent to 10 percent of net assets in cash and short-term money market instruments.Things to note about Calvert Aggressive performance evaluation
Checking the ongoing alerts about Calvert Aggressive for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Aggressive help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 7.2% of its assets under management (AUM) in cash |
- Analyzing Calvert Aggressive's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Calvert Aggressive's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Aggressive's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Calvert Aggressive's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Aggressive's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Aggressive's mutual fund. These opinions can provide insight into Calvert Aggressive's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Aggressive 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 Aggressive security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |