Calvert Mid Cap Fund Manager Performance Evaluation
| CMJAX Fund | USD 44.52 0.10 0.22% |
The fund shows a Beta (market volatility) of 0.94, which signifies possible diversification benefits within a given portfolio. Calvert Mid returns are very sensitive to returns on the market. As the market goes up or down, Calvert Mid is expected to follow.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Calvert Mid Cap are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Calvert Mid may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 0.4900 |
Calvert |
Calvert Mid Relative Risk vs. Return Landscape
If you would invest 4,024 in Calvert Mid Cap on August 31, 2024 and sell it today you would earn a total of 428.00 from holding Calvert Mid Cap or generate 10.64% return on investment over 90 days. Calvert Mid Cap is currently producing 0.1635% returns and takes up 0.7676% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Calvert, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Calvert Mid Current Valuation
Undervalued
Today
Please note that Calvert Mid's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Calvert Mid Cap shows a prevailing Real Value of $47.8 per share. The current price of the fund is $44.52. We determine the value of Calvert Mid Cap 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 Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Mid'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 44.52 | Real 47.8 | Hype 44.52 | Naive 44.88 |
The intrinsic value of Calvert Mid'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 Mid'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 Mid Cap 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 Mid more accurately as focusing exclusively on Calvert Mid's fundamentals will not take into account other important factors: Calvert Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert Mid Cap, and traders can use it to determine the average amount a Calvert Mid'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 = 0.213
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | CMJAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Calvert Mid is performing at about 16% of its full potential. 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 Mid by adding it to a well-diversified portfolio.
Calvert Mid Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Mid, and Calvert Mid 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 | 65.77 M | |||
About Calvert Mid Performance
Evaluating Calvert Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Mid 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 Mid 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 invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95 percent of its net assets, including borrowings for investment purposes, in securities contained in the index. The index is composed of the common stocks of mid-size companies that operate their businesses in a manner consistent with The Calvert Principles for Responsible Investment .Things to note about Calvert Mid Cap performance evaluation
Checking the ongoing alerts about Calvert Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Mid Cap 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 99.73% of its assets under management (AUM) in equities |
- Analyzing Calvert Mid'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 Mid's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Mid'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 Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Mid's mutual fund. These opinions can provide insight into Calvert Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Mid 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 Mid security.
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