Calvert Mid Five Year Return vs. Net Asset
Based on the measurements of profitability obtained from Calvert Mid's financial statements, Calvert Mid Cap may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Calvert Mid's ability to earn profits and add value for shareholders.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation.
Please note, there is a significant difference between Calvert Mid's value and its price as these two are different measures arrived at by different means. Investors typically determine if Calvert Mid is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Calvert Mid's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
For Calvert Mid profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calvert Mid to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calvert Mid Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calvert Mid's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calvert Mid Cap over time as well as its relative position and ranking within its peers.
Calvert |
Calvert Mid Cap Net Asset vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Mid's current stock value. Our valuation model uses many indicators to compare Calvert Mid value to that of its competitors to determine the firm's financial worth. Calvert Mid Cap is the top fund in five year return among similar funds. It also is the top fund in net asset among similar funds making up about 40,363,252 of Net Asset per Five 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 Mid's earnings, one of the primary drivers of an investment's value.Calvert Net Asset 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 Mid |
| = | 11.17 % |
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.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Calvert Mid |
| = | 450.91 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Calvert Net Asset Comparison
Calvert Mid is currently under evaluation in net asset among similar funds.
Calvert Mid Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calvert Mid, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calvert Mid will eventually generate negative long term returns. The profitability progress is the general direction of Calvert Mid's change in net profit over the period of time. It can combine multiple indicators of Calvert Mid, 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 manager employs a passive management strategy designed to track, as closely as possible, the performance of the index. Calvert US is traded on NASDAQ Exchange in the United States.
Calvert Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Calvert Mid. 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 Mid 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 Mid's important profitability drivers and their relationship over time.
Use Calvert Mid 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 Mid 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 Mid will appreciate offsetting losses from the drop in the long position's value.Calvert Mid Pair Trading
Calvert Mid Cap Pair Trading Analysis
The ability to find closely correlated positions to News Corp could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace News Corp 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 News Corp - 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 News Corp A to buy it.
The correlation of News Corp 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 News Corp moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if News Corp A 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 News Corp 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 Mid position
In addition to having Calvert Mid 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 Recreation Thematic Idea Now
Recreation
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Recreation theme has 34 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 Recreation Theme or any other thematic opportunities.
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Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
Other Tools for Calvert Mutual Fund
When running Calvert Mid's price analysis, check to measure Calvert Mid's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Calvert Mid is operating at the current time. Most of Calvert Mid's value examination focuses on studying past and present price action to predict the probability of Calvert Mid's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Calvert Mid's price. Additionally, you may evaluate how the addition of Calvert Mid to your portfolios can decrease your overall portfolio volatility.
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