Calvert Equity Portfolio Fund Manager Performance Evaluation
| CSECX Fund | USD 19.43 0.11 0.57% |
The fund shows a Beta (market volatility) of -0.88, which signifies possible diversification benefits within a given portfolio. As the market becomes more bullish, returns on owning Calvert Equity are expected to decrease slowly. On the other hand, during market turmoil, Calvert Equity is expected to outperform it slightly.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Calvert Equity Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in February 2026. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 1st of February 2025 | |
| Expense Ratio | 1.6500 |
Calvert |
Calvert Equity Relative Risk vs. Return Landscape
If you would invest 3,388 in Calvert Equity Portfolio on October 29, 2025 and sell it today you would lose (1,445) from holding Calvert Equity Portfolio or give up 42.65% of portfolio value over 90 days. Calvert Equity Portfolio is currently producing negative expected returns and takes up 5.6649% volatility of returns over 90 trading days. Put another way, 50% 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 Equity Current Valuation
Fairly Valued
Today
Please note that Calvert Equity's price fluctuation is somewhat reliable at this time. At this time, the entity appears to be fairly valued. Calvert Equity Portfolio shows a prevailing Real Value of $19.42 per share. The current price of the fund is $19.43. We determine the value of Calvert Equity Portfolio 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 Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Equity'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 19.43 | Real 19.42 | Hype 19.43 | Naive 15.81 |
The intrinsic value of Calvert Equity'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 Equity'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 Equity Portfolio 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 Equity more accurately as focusing exclusively on Calvert Equity's fundamentals will not take into account other important factors: Calvert Equity 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 |
| 19.43 | 90 days | 19.43 | about 85.78 |
Based on a normal probability distribution, the odds of Calvert Equity to move above the current price in 90 days from now is about 85.78 (This Calvert Equity Portfolio probability density function shows the probability of Calvert Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Calvert Equity Portfolio has a beta of -0.88 suggesting Additionally Calvert Equity Portfolio has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Calvert Equity Price Density |
| Price |
Predictive Modules for Calvert Equity
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 Equity Portfolio. 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 Equity'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 Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Calvert Equity is not an exception. The market had few large corrections towards the Calvert Equity'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 Equity Portfolio, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Calvert Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.61 | |
β | Beta against Dow Jones | -0.88 | |
σ | Overall volatility | 7.39 | |
Ir | Information ratio | -0.14 |
Calvert Equity 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 Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Calvert Equity Portfolio can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Calvert Equity generated a negative expected return over the last 90 days | |
| Calvert Equity has high historical volatility and very poor performance | |
| The fund holds 94.96% of its assets under management (AUM) in equities |
Calvert Equity Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Equity, and Calvert Equity 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.
| Price To Earning | 21.86 X | |||
| Price To Book | 4.62 X | |||
| Price To Sales | 2.32 X | |||
| Total Asset | 80.98 M | |||
About Calvert Equity Performance
Evaluating Calvert Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Equity 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 Equity 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 normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in equity securities . It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25 percent of its assets in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market .Things to note about Calvert Equity Portfolio performance evaluation
Checking the ongoing alerts about Calvert Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Equity Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calvert Equity generated a negative expected return over the last 90 days | |
| Calvert Equity has high historical volatility and very poor performance | |
| The fund holds 94.96% of its assets under management (AUM) in equities |
- Analyzing Calvert Equity'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 Equity's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Equity'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 Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Equity's mutual fund. These opinions can provide insight into Calvert Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Equity 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 Equity security.
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