Calvert Balanced Portfolio Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.0164, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Calvert Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calvert Balanced is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Calvert Balanced Portfolio are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Calvert Balanced 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 2026 | |
| Expense Ratio | 0.6500 |
Calvert |
Calvert Balanced Relative Risk vs. Return Landscape
If you would invest 4,748 in Calvert Balanced Portfolio on November 18, 2025 and sell it today you would earn a total of 52.00 from holding Calvert Balanced Portfolio or generate 1.1% return on investment over 90 days. Calvert Balanced Portfolio is currently producing 0.0192% returns and takes up 0.513% volatility of returns over 90 trading days. Put another way, 4% 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 Balanced Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Calvert Balanced for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Calvert Balanced Por can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Calvert Balanced Por is not yet fully synchronised with the market data | |
| Calvert Balanced Por has some characteristics of a very speculative penny stock |
Calvert Balanced Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Balanced, and Calvert Balanced 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 | 17.28 X | ||||
| Price To Book | 2.79 X | ||||
| Price To Sales | 1.49 X | ||||
| Total Asset | 336.12 M | ||||
Things to note about Calvert Balanced Por performance evaluation
Checking the ongoing alerts about Calvert Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Balanced Por help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calvert Balanced Por is not yet fully synchronised with the market data | |
| Calvert Balanced Por has some characteristics of a very speculative penny stock |
- Analyzing Calvert Balanced'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 Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Balanced'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 Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Balanced's mutual fund. These opinions can provide insight into Calvert Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
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Other Tools for Calvert Mutual Fund
When running Calvert Balanced's price analysis, check to measure Calvert Balanced's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Calvert Balanced is operating at the current time. Most of Calvert Balanced's value examination focuses on studying past and present price action to predict the probability of Calvert Balanced's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Calvert Balanced's price. Additionally, you may evaluate how the addition of Calvert Balanced to your portfolios can decrease your overall portfolio volatility.
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