Calvert Green Bond Fund Manager Performance Evaluation
| CGAFX Fund | USD 14.49 0.01 0.07% |
The fund shows a Beta (market volatility) of -0.0325, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Calvert Green are expected to decrease at a much lower rate. During the bear market, Calvert Green is likely to outperform the market.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Calvert Green Bond are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Calvert Green 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 | 0.7300 |
Calvert |
Calvert Green Relative Risk vs. Return Landscape
If you would invest 1,433 in Calvert Green Bond on November 27, 2025 and sell it today you would earn a total of 16.00 from holding Calvert Green Bond or generate 1.12% return on investment over 90 days. Calvert Green Bond is currently producing 0.0189% returns and takes up 0.1492% volatility of returns over 90 trading days. Put another way, 1% 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 Green Current Valuation
Overvalued
Today
Please note that Calvert Green's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Calvert Green Bond shows a prevailing Real Value of $13.31 per share. The current price of the fund is $14.49. We determine the value of Calvert Green Bond 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 Green is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Green'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 14.49 | Real 13.31 | Hype 14.49 | Naive 14.51 |
The intrinsic value of Calvert Green'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 Green'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 Green Bond 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 Green more accurately as focusing exclusively on Calvert Green's fundamentals will not take into account other important factors: Calvert Green 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 |
| 14.49 | 90 days | 14.49 | near 1 |
Based on a normal probability distribution, the odds of Calvert Green to move above the current price in 90 days from now is near 1 (This Calvert Green Bond probability density function shows the probability of Calvert Mutual Fund to fall within a particular range of prices over 90 days) .
Calvert Green Price Density |
| Price |
Predictive Modules for Calvert Green
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 Green Bond. 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 Green Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Calvert Green is not an exception. The market had few large corrections towards the Calvert Green'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 Green Bond, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Calvert Green within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | -0.03 | |
σ | Overall volatility | 0.07 | |
Ir | Information ratio | -0.52 |
Calvert Green 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 Green for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Calvert Green Bond can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds about 92.64% of its assets under management (AUM) in fixed income securities |
Calvert Green Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Green, and Calvert Green 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 | 73.93 M | ||||
About Calvert Green Performance
Evaluating Calvert Green's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Green 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 Green 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in green bonds. Bonds include debt securities of any maturity. It typically invests at least 65 percent of its net assets in investment grade debt securities, as assessed at the time of purchase.Things to note about Calvert Green Bond performance evaluation
Checking the ongoing alerts about Calvert Green for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Green Bond 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 92.64% of its assets under management (AUM) in fixed income securities |
- Analyzing Calvert Green'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 Green's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Green'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 Green's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Green's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Green's mutual fund. These opinions can provide insight into Calvert Green's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Green 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 Green security.
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