Calvert Long Term Income Fund Manager Performance Evaluation
| CLDIX Fund | USD 15.94 0.03 0.19% |
The fund shows a Beta (market volatility) of 0.0587, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Calvert Long-term's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calvert Long-term is expected to be smaller as well.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Calvert Long Term Income are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Calvert Long-term 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 2025 | |
| Expense Ratio | 0.4900 |
Calvert |
Calvert Long-term Relative Risk vs. Return Landscape
If you would invest 1,583 in Calvert Long Term Income on November 5, 2025 and sell it today you would earn a total of 11.00 from holding Calvert Long Term Income or generate 0.69% return on investment over 90 days. Calvert Long Term Income is currently producing 0.0117% returns and takes up 0.162% 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 Long-term Current Valuation
Fairly Valued
Today
Please note that Calvert Long-term's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calvert Long Term shows a prevailing Real Value of $15.94 per share. The current price of the fund is $15.94. We determine the value of Calvert Long Term 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 Long-term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Long-term'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 15.94 | Real 15.94 | Hype 15.94 | Naive 15.91 |
The intrinsic value of Calvert Long-term'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 Long-term'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 Long Term Income 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 Long-term more accurately as focusing exclusively on Calvert Long-term's fundamentals will not take into account other important factors: Calvert Long-term 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 |
| 15.94 | 90 days | 15.94 | about 42.32 |
Based on a normal probability distribution, the odds of Calvert Long-term to move above the current price in 90 days from now is about 42.32 (This Calvert Long Term Income probability density function shows the probability of Calvert Mutual Fund to fall within a particular range of prices over 90 days) .
Calvert Long-term Price Density |
| Price |
Predictive Modules for Calvert Long-term
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 Long Term. 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 Long-term Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Calvert Long-term is not an exception. The market had few large corrections towards the Calvert Long-term'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 Long Term Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Calvert Long-term within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.01 | |
β | Beta against Dow Jones | 0.06 | |
σ | Overall volatility | 0.05 | |
Ir | Information ratio | -0.31 |
Calvert Long-term 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 Long-term for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Calvert Long Term 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 6.56% of its assets under management (AUM) in fixed income securities |
Calvert Long-term Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Long-term, and Calvert Long-term 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 | 903.44 M | |||
About Calvert Long-term Performance
Evaluating Calvert Long-term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Long-term 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 Long-term 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 80 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 5 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 U.S. dollar-denominated foreign debt securities and American Depositary Receipts .Things to note about Calvert Long Term performance evaluation
Checking the ongoing alerts about Calvert Long-term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Long Term 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 6.56% of its assets under management (AUM) in fixed income securities |
- Analyzing Calvert Long-term'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 Long-term's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Long-term'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 Long-term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Long-term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Long-term's mutual fund. These opinions can provide insight into Calvert Long-term's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Long-term 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 Long-term security.
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