Calvert Capital Accumulation Manager Performance
| CCPIXDelisted Fund | USD 40.70 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.19, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Calvert Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calvert Capital is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Calvert Capital Accumulation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Calvert Capital 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 | 0.9300 |
Calvert |
Calvert Capital Relative Risk vs. Return Landscape
If you would invest 4,070 in Calvert Capital Accumulation on November 7, 2025 and sell it today you would earn a total of 0.00 from holding Calvert Capital Accumulation or generate 0.0% return on investment over 90 days. Calvert Capital Accumulation is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 Capital Current Valuation
Overvalued
Today
Please note that Calvert Capital's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Calvert Capital Accu shows a prevailing Real Value of $38.27 per share. The current price of the fund is $40.7. We determine the value of Calvert Capital Accu 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 Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Capital'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 40.7 | Real 38.27 | Hype 40.7 | Naive 40.52 |
The intrinsic value of Calvert Capital'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 Capital'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 Capital Accumulation 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 Capital more accurately as focusing exclusively on Calvert Capital's fundamentals will not take into account other important factors: Calvert Capital Target Price Odds to finish over Current Price
The tendency of Calvert Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 40.70 | 90 days | 40.70 | about 57.76 |
Based on a normal probability distribution, the odds of Calvert Capital to move above the current price in 90 days from now is about 57.76 (This Calvert Capital Accumulation probability density function shows the probability of Calvert Mutual Fund to fall within a particular range of prices over 90 days) .
Calvert Capital Price Density |
| Price |
Predictive Modules for Calvert Capital
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Calvert Capital Accu. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Calvert Capital Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Calvert Capital is not an exception. The market had few large corrections towards the Calvert Capital's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Calvert Capital Accumulation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Calvert Capital within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 0.19 | |
σ | Overall volatility | 1.43 | |
Ir | Information ratio | 0.01 |
Calvert Capital 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 Capital for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Calvert Capital Accu 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 Capital Accu is not yet fully synchronised with the market data | |
| Calvert Capital Accu has a very high chance of going through financial distress in the upcoming years | |
| The fund holds 98.68% of its assets under management (AUM) in equities |
Calvert Capital Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Capital, and Calvert Capital 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 | 18.37 X | |||
| Price To Book | 2.45 X | |||
| Price To Sales | 1.51 X | |||
| Total Asset | 101.65 M | |||
About Calvert Capital Performance
Evaluating Calvert Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Capital 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 Capital 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 normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in common stocks of mid-capitalization companies. Calvert Mid-Cap is traded on NASDAQ Exchange in the United States.Things to note about Calvert Capital Accu performance evaluation
Checking the ongoing alerts about Calvert Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Capital Accu help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calvert Capital Accu is not yet fully synchronised with the market data | |
| Calvert Capital Accu has a very high chance of going through financial distress in the upcoming years | |
| The fund holds 98.68% of its assets under management (AUM) in equities |
- Analyzing Calvert Capital'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 Capital's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Capital'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 Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Capital's mutual fund. These opinions can provide insight into Calvert Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Other Consideration for investing in Calvert Mutual Fund
If you are still planning to invest in Calvert Capital Accu check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Calvert Capital's history and understand the potential risks before investing.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |