Calvert Floating-rate Cash Position Weight vs. Five Year Return
| CFOAX Fund | USD 9.00 0.00 0.00% |
For Calvert Floating-rate profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calvert Floating-rate to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calvert Floating Rate Advantage utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calvert Floating-rate's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calvert Floating Rate Advantage over time as well as its relative position and ranking within its peers.
Calvert |
Calvert Floating Rate Five Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Floating-rate's current stock value. Our valuation model uses many indicators to compare Calvert Floating-rate value to that of its competitors to determine the firm's financial worth. Calvert Floating Rate Advantage is the top fund in cash position weight among similar funds. It also is the top fund in five year return among similar funds reporting about 1.76 of Five Year Return per Cash Position Weight. 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 Floating-rate's earnings, one of the primary drivers of an investment's value.Calvert Five Year Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Calvert Floating-rate |
| = | 2.68 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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 Floating-rate |
| = | 4.71 % |
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.
Calvert Five Year Return Comparison
Calvert Floating is currently under evaluation in five year return among similar funds.
Calvert Floating-rate Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calvert Floating-rate, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calvert Floating-rate will eventually generate negative long term returns. The profitability progress is the general direction of Calvert Floating-rate's change in net profit over the period of time. It can combine multiple indicators of Calvert Floating-rate, 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in income producing floating rate loans and other floating rate debt securities. It invests primarily in senior floating rate loans of domestic and foreign borrowers . The fund currently borrows for the purpose of acquiring additional income-producing investments . It may invest up to 35 percent of its net assets in foreign Senior Loans.
Calvert Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Calvert Floating-rate. 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 Floating-rate 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 Floating-rate's important profitability drivers and their relationship over time.
Use Calvert Floating-rate 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 Floating-rate 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 Floating-rate will appreciate offsetting losses from the drop in the long position's value.Calvert Floating-rate Pair Trading
Calvert Floating Rate Advantage Pair Trading Analysis
The ability to find closely correlated positions to Calvert Floating-rate 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 Floating-rate 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 Floating-rate - 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 Floating Rate Advantage to buy it.
The correlation of Calvert Floating-rate 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 Floating-rate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calvert Floating Rate 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 Floating-rate 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 Floating-rate position
In addition to having Calvert Floating-rate 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 Warren Buffett Holdings Thematic Idea Now
Warren Buffett Holdings
A long-term portfolio of publicly-traded stocks on US exchanges that are owned by Warren Buffett's holding company Berkshire Hathaway. The Warren Buffett Holdings theme has 45 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 Warren Buffett Holdings Theme or any other thematic opportunities.
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Other Information on Investing in Calvert Mutual Fund
To fully project Calvert Floating-rate's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calvert Floating Rate 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 Floating-rate's income statement, its balance sheet, and the statement of cash flows.
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