Calvert Long Annual Yield vs. Bond Positions Weight
| CLDAX Fund | USD 15.81 0.05 0.32% |
For Calvert Long profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calvert Long to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calvert Long Term Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calvert Long's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calvert Long Term Income over time as well as its relative position and ranking within its peers.
Calvert |
Calvert Long Term Bond Positions Weight vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Long's current stock value. Our valuation model uses many indicators to compare Calvert Long value to that of its competitors to determine the firm's financial worth. Calvert Long Term Income is the top fund in annual yield among similar funds. It also is the top fund in bond positions weight among similar funds creating about 69,450 of Bond Positions Weight per Annual Yield. 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 Long's earnings, one of the primary drivers of an investment's value.Calvert Bond Positions Weight vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Calvert Long |
| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Calvert Long |
| = | 97.23 % |
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 Long is currently under evaluation in bond positions weight among similar funds.
Calvert Long Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calvert Long, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calvert Long will eventually generate negative long term returns. The profitability progress is the general direction of Calvert Long's change in net profit over the period of time. It can combine multiple indicators of Calvert Long, 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 typically invests at least 80 percent of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 5 percent of its net assets in below-investment grade, high-yield debt instruments , including distressed instruments that are in default. The fund may also invest up to 25 percent of its net assets in U.S. dollar-denominated foreign debt securities and American Depositary Receipts .
Calvert Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Calvert Long. 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 Long 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 Long's important profitability drivers and their relationship over time.
Use Calvert Long 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 Long 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 Long will appreciate offsetting losses from the drop in the long position's value.Calvert Long Pair Trading
Calvert Long Term Income Pair Trading Analysis
The ability to find closely correlated positions to Calvert Long 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 Long 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 Long - 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 Long Term Income to buy it.
The correlation of Calvert Long 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 Long moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calvert Long Term 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 Long 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 Long position
In addition to having Calvert Long 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 Corona Opportunity Thematic Idea Now
Corona Opportunity
Firms that are involved in some capacity in making products or providing services to the public to buttle the virus directly or indirectly. This also includes some defencive and contrarian stocks and ETFs that are managing to avoid the big market correction coused by coronavirus. The Corona Opportunity theme has 46 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 Corona Opportunity Theme or any other thematic opportunities.
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Other Information on Investing in Calvert Mutual Fund
To fully project Calvert Long's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calvert Long Term 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 Long's income statement, its balance sheet, and the statement of cash flows.
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