Calvert Us Three Year Return vs. Five Year Return

CMJAX Fund  USD 44.63  0.18  0.40%   
Based on Calvert Us' profitability indicators, 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 Us' ability to earn profits and add value for shareholders.
For Calvert Us profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calvert Us 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 Us'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.
  
Check out Trending Equities.
Please note, there is a significant difference between Calvert Us' value and its price as these two are different measures arrived at by different means. Investors typically determine if Calvert Us is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Calvert Us' 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.

Calvert Mid Cap Five Year Return vs. Three Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Calvert Us's current stock value. Our valuation model uses many indicators to compare Calvert Us value to that of its competitors to determine the firm's financial worth.
Calvert Mid Cap is the top fund in three year return among similar funds. It also is the top fund in five year return among similar funds reporting about  2.66  of Five 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 Us' earnings, one of the primary drivers of an investment's value.

Calvert Five 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 Us

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
4.23 %
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.
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 Us

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
11.23 %
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 Mid is currently under evaluation in five year return among similar funds.

Calvert Us Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Calvert Us, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calvert Us will eventually generate negative long term returns. The profitability progress is the general direction of Calvert Us' change in net profit over the period of time. It can combine multiple indicators of Calvert Us, 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 invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95 percent of its net assets, including borrowings for investment purposes, in securities contained in the index. The index is composed of the common stocks of mid-size companies that operate their businesses in a manner consistent with The Calvert Principles for Responsible Investment .

Calvert Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Calvert Us. 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 Us 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 Us' important profitability drivers and their relationship over time.

Use Calvert Us 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 Us 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 Us will appreciate offsetting losses from the drop in the long position's value.

Calvert Us Pair Trading

Calvert Mid Cap Pair Trading Analysis

The ability to find closely correlated positions to Calvert Us 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 Us 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 Us - 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 Mid Cap to buy it.
The correlation of Calvert Us 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 Us moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calvert Mid Cap 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 Us 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Calvert Us position

In addition to having Calvert Us 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 Biotech Thematic Idea Now

Biotech
Biotech Theme
Companies specialized in biotechnology production and delivery of pharmaceuticals services. The Biotech theme has 39 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 Biotech Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Calvert Mutual Fund

To fully project Calvert Us' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calvert Mid Cap 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 Us' income statement, its balance sheet, and the statement of cash flows.
Potential Calvert Us investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Calvert Us investors may work on each financial statement separately, they are all related. The changes in Calvert Us's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Calvert Us's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm