Calvert Bond Portfolio Fund Manager Performance Evaluation
| CSIBX Fund | USD 14.78 0.01 0.07% |
The fund shows a Beta (market volatility) of 0.0635, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Calvert Bond's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calvert Bond 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 Bond Portfolio are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, Calvert Bond 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 | 0.7300 |
Calvert |
Calvert Bond Relative Risk vs. Return Landscape
If you would invest 1,468 in Calvert Bond Portfolio on November 2, 2025 and sell it today you would earn a total of 10.00 from holding Calvert Bond Portfolio or generate 0.68% return on investment over 90 days. Calvert Bond Portfolio is currently producing 0.0113% returns and takes up 0.1736% 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 Bond Current Valuation
Undervalued
Today
Please note that Calvert Bond's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Calvert Bond Portfolio prevailing Real Value cannot be determined due to lack of data. The current price of Calvert Bond Portfolio is $14.78. We determine the value of Calvert Bond 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 Bond is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Bond'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 14.78 | Real 0.0 | Hype 0.0 | Naive 14.74 |
The intrinsic value of Calvert Bond'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 Bond'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 Bond 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 Bond more accurately as focusing exclusively on Calvert Bond's fundamentals will not take into account other important factors: Calvert Bond 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 |
| 14.78 | 90 days | 14.78 | about 14.88 |
Based on a normal probability distribution, the odds of Calvert Bond to move above the current price in 90 days from now is about 14.88 (This Calvert Bond 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 Bond has a beta of 0.0635 suggesting as returns on the market go up, Calvert Bond average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Calvert Bond Portfolio will be expected to be much smaller as well. Additionally Calvert Bond 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 Bond Price Density |
| Price |
Predictive Modules for Calvert Bond
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 Bond 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.Calvert Bond Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Calvert Bond is not an exception. The market had few large corrections towards the Calvert Bond'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 Bond Portfolio, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Calvert Bond within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0049 | |
β | Beta against Dow Jones | 0.06 | |
σ | Overall volatility | 0.05 | |
Ir | Information ratio | -0.29 |
Calvert Bond 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 Bond for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Calvert Bond 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.| The fund holds about 11.54% of its assets under management (AUM) in fixed income securities |
Calvert Bond Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Bond, and Calvert Bond 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 | 363.95 M | |||
About Calvert Bond Performance
Evaluating Calvert Bond's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Bond 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 Bond 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 bonds. Bonds include debt securities of any maturity. At least 80 percent of the funds net assets are invested in investment grade debt securities. The fund may also invest up to 25 percent of its net assets in foreign debt securities.Things to note about Calvert Bond Portfolio performance evaluation
Checking the ongoing alerts about Calvert Bond for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Bond Portfolio 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 11.54% of its assets under management (AUM) in fixed income securities |
- Analyzing Calvert Bond'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 Bond's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Bond'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 Bond's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Bond's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Bond's mutual fund. These opinions can provide insight into Calvert Bond's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Bond 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 Bond security.
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