Calvert Smallmid Cap C Fund Manager Performance Evaluation
| CMPCX Fund | 18.44 0.05 0.27% |
The fund shows a Beta (market volatility) of 1.2, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Calvert Small/mid-cap will likely underperform.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Calvert Smallmid Cap C are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Calvert Small/mid-cap may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Calvert |
Calvert Small/mid-cap Relative Risk vs. Return Landscape
If you would invest 1,679 in Calvert Smallmid Cap C on November 6, 2025 and sell it today you would earn a total of 165.00 from holding Calvert Smallmid Cap C or generate 9.83% return on investment over 90 days. Calvert Smallmid Cap C is currently producing 0.1639% returns and takes up 1.2572% volatility of returns over 90 trading days. Put another way, 11% 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 Small/mid-cap Current Valuation
Undervalued
Today
Please note that Calvert Small/mid-cap's price fluctuation is very steady at this time. Calvert Small/mid-cap shows a prevailing Real Value of USD19.84 per share. The current price of the fund is USD18.44. Our model approximates the value of Calvert Small/mid-cap from analyzing the entity technical indicators and probability of bankruptcy. In general, investors 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 Small/mid-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Small/mid-cap'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 18.44 | Real 19.84 | Hype 18.44 | Naive 18.3 |
The intrinsic value of Calvert Small/mid-cap'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 Small/mid-cap'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 Smallmid Cap C 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 Small/mid-cap more accurately as focusing exclusively on Calvert Small/mid-cap's fundamentals will not take into account other important factors: Calvert Small/mid-cap 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 |
| 18.44 | 90 days | 18.44 | about 17.43 |
Based on a normal probability distribution, the odds of Calvert Small/mid-cap to move above the current price in 90 days from now is about 17.43 (This Calvert Smallmid Cap C probability density function shows the probability of Calvert Mutual Fund to fall within a particular range of prices over 90 days) .
Calvert Small/mid-cap Price Density |
| Price |
Predictive Modules for Calvert Small/mid-cap
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 Small/mid-cap. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Calvert Small/mid-cap's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Calvert Small/mid-cap Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Calvert Small/mid-cap is not an exception. The market had few large corrections towards the Calvert Small/mid-cap'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 Smallmid Cap C, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Calvert Small/mid-cap within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 1.20 | |
σ | Overall volatility | 0.80 | |
Ir | Information ratio | 0.06 |
Calvert Small/mid-cap 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 Small/mid-cap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Calvert Small/mid-cap 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 all of the assets under management (AUM) in different types of exotic instruments |
About Calvert Small/mid-cap Performance
Evaluating Calvert Small/mid-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Small/mid-cap 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 Small/mid-cap 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 market conditions, the fund invests at least 80 percent of its net assets in common stocks of small- to mid-capitalization companies . The manager defines small- to mid-capitalization companies as those whose market capitalization falls within the range of the Russell 2500 Index at the time of investments. As of March 31, 2023, the market capitalization range for Russell 2500 Index was 3.0 million to 23.8 billion.Things to note about Calvert Small/mid-cap performance evaluation
Checking the ongoing alerts about Calvert Small/mid-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Small/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 all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Calvert Small/mid-cap'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 Small/mid-cap's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Small/mid-cap'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 Small/mid-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Small/mid-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Small/mid-cap's mutual fund. These opinions can provide insight into Calvert Small/mid-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Small/mid-cap 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 Small/mid-cap security.
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