Calvert Capital Three Year Return vs. Ten Year Return
| CCPIX Fund | USD 50.14 0.68 1.37% |
For Calvert Capital profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calvert Capital to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calvert Capital Accumulation utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calvert Capital's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calvert Capital Accumulation over time as well as its relative position and ranking within its peers.
Calvert |
Calvert Capital Accu Ten Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Capital's current stock value. Our valuation model uses many indicators to compare Calvert Capital value to that of its competitors to determine the firm's financial worth. Calvert Capital Accumulation is the top fund in three year return among similar funds. It also is the top fund in ten year return among similar funds reporting about 24.84 of Ten Year Return per Three Year Return. 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 Capital's earnings, one of the primary drivers of an investment's value.Calvert Ten Year Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Calvert Capital |
| = | 0.41 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Calvert Capital |
| = | 10.24 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Calvert Ten Year Return Comparison
Calvert Capital is currently under evaluation in ten year return among similar funds.
Calvert Capital Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calvert Capital, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calvert Capital will eventually generate negative long term returns. The profitability progress is the general direction of Calvert Capital's change in net profit over the period of time. It can combine multiple indicators of Calvert Capital, 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 normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in common stocks of mid-capitalization companies. The advisor defines mid-cap companies as those whose market capitalization falls within the range of the Russell Midcap Index at the time of investment. Although primarily investing in mid-cap U.S. companies, the fund may also invest in small-cap companies. It may invest in publicly-traded real estate investment trusts. The fund may also invest up to 25 percent of its net assets in foreign securities.
Calvert Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Calvert Capital. 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 Capital 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 Capital's important profitability drivers and their relationship over time.
Use Calvert Capital 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 Capital 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 Capital will appreciate offsetting losses from the drop in the long position's value.Calvert Capital Pair Trading
Calvert Capital Accumulation Pair Trading Analysis
The ability to find closely correlated positions to Calvert Capital 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 Capital 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 Capital - 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 Capital Accumulation to buy it.
The correlation of Calvert Capital 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 Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calvert Capital Accu 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 Capital 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 Capital position
In addition to having Calvert Capital 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?
Run Health Care ETFs Thematic Idea Now
Health Care ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Health Care ETFs theme has 47 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Health Care ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Calvert Mutual Fund
To fully project Calvert Capital's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calvert Capital Accu 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 Capital's income statement, its balance sheet, and the statement of cash flows.
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