Calvert Aggressive Five Year Return vs. Bond Positions Weight
| CAACX Fund | USD 22.73 0.12 0.53% |
For Calvert Aggressive profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calvert Aggressive to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calvert Aggressive Allocation utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calvert Aggressive's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calvert Aggressive Allocation over time as well as its relative position and ranking within its peers.
Calvert |
Calvert Aggressive Bond Positions Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Aggressive's current stock value. Our valuation model uses many indicators to compare Calvert Aggressive value to that of its competitors to determine the firm's financial worth. Calvert Aggressive Allocation is the top fund in five year return among similar funds. It also is the top fund in bond positions weight among similar funds creating about 0.07 of Bond Positions Weight per Five Year Return. The ratio of Five Year Return to Bond Positions Weight for Calvert Aggressive Allocation is roughly 13.41 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Calvert Aggressive's earnings, one of the primary drivers of an investment's value.Calvert Bond Positions Weight vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Calvert Aggressive |
| = | 8.04 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Calvert Aggressive |
| = | 0.60 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Calvert Bond Positions Weight Comparison
Calvert Aggressive is currently under evaluation in bond positions weight among similar funds.
Calvert Aggressive Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calvert Aggressive, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calvert Aggressive will eventually generate negative long term returns. The profitability progress is the general direction of Calvert Aggressive's change in net profit over the period of time. It can combine multiple indicators of Calvert Aggressive, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund is a fund of funds that seeks to achieve its investment objective by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 80-100 percent of its net assets in funds that invest primarily in equity securities and up to 20 percent of its net assets in funds that invest primarily in income securities. The fund may also invest 0 percent to 10 percent of net assets in cash and short-term money market instruments.
Calvert Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Calvert Aggressive. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Calvert Aggressive position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Calvert Aggressive's important profitability drivers and their relationship over time.
Use Calvert Aggressive in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Calvert Aggressive position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Calvert Aggressive will appreciate offsetting losses from the drop in the long position's value.Calvert Aggressive Pair Trading
Calvert Aggressive Allocation Pair Trading Analysis
The ability to find closely correlated positions to Calvert Aggressive could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calvert Aggressive when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Calvert Aggressive - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Calvert Aggressive Allocation to buy it.
The correlation of Calvert Aggressive is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Calvert Aggressive moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calvert Aggressive moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Calvert Aggressive can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Calvert Aggressive position
In addition to having Calvert Aggressive in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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An experimental equal-weighted index theme of selected equities generated based on Macroaxis rating and scoring system. The Macroaxis Index theme has 52 constituents at this time.
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Other Information on Investing in Calvert Mutual Fund
To fully project Calvert Aggressive's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calvert Aggressive at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Calvert Aggressive's income statement, its balance sheet, and the statement of cash flows.
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