Calvert Income Fund Manager Performance Evaluation
| CFICX Fund | USD 14.96 0.01 0.07% |
The fund shows a Beta (market volatility) of -0.0433, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Calvert Income are expected to decrease at a much lower rate. During the bear market, Calvert Income is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Calvert Income Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Calvert Income 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 | 30th of June 2023 | |
| Expense Ratio | 0.9300 |
Calvert |
Calvert Income Relative Risk vs. Return Landscape
If you would invest 1,511 in Calvert Income Fund on August 27, 2024 and sell it today you would lose (15.00) from holding Calvert Income Fund or give up 0.99% of portfolio value over 90 days. Calvert Income Fund is currently producing negative expected returns and takes up 0.2481% volatility of returns over 90 trading days. Put another way, 2% 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 Income Current Valuation
Overvalued
Today
Please note that Calvert Income's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Calvert Income shows a prevailing Real Value of $14.63 per share. The current price of the fund is $14.96. We determine the value of Calvert Income 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 Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Income'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 14.96 | Real 14.63 | Hype 14.96 | Naive 14.92 |
The intrinsic value of Calvert Income'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 Income'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 Income Fund 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 Income more accurately as focusing exclusively on Calvert Income's fundamentals will not take into account other important factors: Calvert Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert Income Fund, and traders can use it to determine the average amount a Calvert Income'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 = -0.0616
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CFICX |
Estimated Market Risk
| 0.25 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Calvert Income is not performing at its full potential. However, 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 Income by adding Calvert Income to a well-diversified portfolio.
Calvert Income Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Income, and Calvert Income 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.
| Total Asset | 193.48 M | ||||
About Calvert Income Performance
Evaluating Calvert Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Income 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 Income 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 typically invests at least 65 percent of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 35 percent of its net assets in below-investment grade, high-yield debt instruments , including distressed instruments that are in default. The fund may also invest up to 25 percent of its net assets in foreign debt securities.Things to note about Calvert Income performance evaluation
Checking the ongoing alerts about Calvert Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calvert Income generated a negative expected return over the last 90 days | |
| The fund generated three year return of -1.0% | |
| Calvert Income holds about 11.43% of its assets under management (AUM) in fixed income securities |
- Analyzing Calvert Income'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 Income's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Income'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 Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Income's mutual fund. These opinions can provide insight into Calvert Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Income 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 Income security.
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