Calvert Long Cash Position Weight vs. One Year Return
| CLDAX Fund | USD 15.76 0.04 0.25% |
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 One Year Return vs. Cash Position Weight 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 rated below average in cash position weight among similar funds. It is the top fund in one year return among similar funds reporting about 9.02 of One 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 Long's earnings, one of the primary drivers of an investment's value.Calvert One 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 Long |
| = | 0.71 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Calvert Long |
| = | 6.41 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Calvert One Year Return Comparison
Calvert Long is currently under evaluation in one year return 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.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Calvert Long without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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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 Millennials Best Thematic Idea Now
Millennials Best
Companies or funds that provide products or services that appeal to the generation of millennials and that are expected to experience growth in the next 5 years. The millennial generation usually refers to the demographic population that were born between 1980 to 2000. The Millennials Best theme has 77 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 Millennials Best 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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