Calvert Balanced Portfolio Fund Manager Performance Evaluation
| CSIFX Fund | USD 46.50 0.04 0.09% |
The fund shows a Beta (market volatility) of 0.0629, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Calvert Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calvert Balanced is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Calvert Balanced Portfolio are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Calvert Balanced 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 2023 | |
| Expense Ratio | 0.9200 |
Calvert |
Calvert Balanced Relative Risk vs. Return Landscape
If you would invest 4,500 in Calvert Balanced Portfolio on August 25, 2024 and sell it today you would earn a total of 150.00 from holding Calvert Balanced Portfolio or generate 3.33% return on investment over 90 days. Calvert Balanced Portfolio is currently producing 0.0519% returns and takes up 0.5407% volatility of returns over 90 trading days. Put another way, 4% 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 Balanced Current Valuation
Fairly Valued
Today
Please note that Calvert Balanced's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calvert Balanced Por shows a prevailing Real Value of $46.24 per share. The current price of the fund is $46.5. We determine the value of Calvert Balanced Por 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 Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Balanced'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 46.5 | Real 46.24 | Hype 46.5 | Naive 46.1 |
The intrinsic value of Calvert Balanced'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 Balanced'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 Balanced 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 Balanced more accurately as focusing exclusively on Calvert Balanced's fundamentals will not take into account other important factors: Calvert Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert Balanced Portfolio, and traders can use it to determine the average amount a Calvert Balanced'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 = 0.096
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| Cash | CSIFX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.54 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Calvert Balanced is performing at about 7% 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 Balanced by adding it to a well-diversified portfolio.
Calvert Balanced Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Balanced, and Calvert Balanced 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 | 17.55 X | ||||
| Price To Book | 2.85 X | ||||
| Price To Sales | 1.52 X | ||||
| Total Asset | 760.52 M | ||||
About Calvert Balanced Performance
Evaluating Calvert Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Balanced 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 Balanced 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 investment seeks to achieve a competitive total return through an actively managed portfolio of stocks, bonds, and money market instruments which offer income and capital growth opportunity. Calvert Balanced is traded on NASDAQ Exchange in the United States.Things to note about Calvert Balanced Por performance evaluation
Checking the ongoing alerts about Calvert Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Balanced Por 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 37.14% of its assets under management (AUM) in fixed income securities |
- Analyzing Calvert Balanced'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 Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Balanced'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 Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Balanced's mutual fund. These opinions can provide insight into Calvert Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Balanced 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 Balanced security.
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