Calvert Floating Rate Advantage Fund Analysis
| CFOIX Fund | USD 8.60 0.03 0.35% |
Calvert Floating Rate Advantage is undervalued with Real Value of 0.0 and Hype Value of 0.0. The main objective of Calvert Floating-rate fund analysis is to determine its intrinsic value, which is an estimate of what Calvert Floating Rate Advantage is worth, separate from its market price. There are two main types of Calvert Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Calvert Floating Rate Advantage. On the other hand, technical analysis, focuses on the price and volume data of Calvert Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Calvert Floating-rate mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Calvert |
- CFOIX Calvert Floating Rate Advantage
- CFOIX 8.6 -0.02
- Low 8.6
- High 8.6
- Alpha -0.0519
- Beta 0.0786
- Total Asset 40.97 M
- Annual Yield 0.08 %
- Year To Date Return 0.24 %
- One Year Return 4.40 %
- Three Year Return 5.71 %
- Five Year Return 7.18 %
- Net Asset 77.46 M
- Minimum Initial Investment 250 K
- Last Dividend Paid 0.03
- Cash Position Weight 6.39 %
- Equity Positions Weight 0.13 %
- Bond Positions Weight 93.36 %
- Daily Balance Of Power (9,223,372,036,855)
- Rate Of Daily Change 1.0
- Day Median Price 8.6
- Day Typical Price 8.6
- Price Action Indicator (0.01)
- Period Momentum Indicator (0.02)
Calvert Mutual Fund Analysis Notes
The fund holds about 6.39% of assets under management (AUM) in cash. Calvert Floating Rate last dividend was 0.03 per share. Large For more info on Calvert Floating Rate Advantage please contact the company at 800-368-2745.Calvert Floating Rate Investment Alerts
| Calvert Floating-rate generated a negative expected return over the last 90 days | |
| The fund holds about 6.39% of its assets under management (AUM) in cash |
Technical Drivers
As of the 15th of April 2025, Calvert Floating-rate shows the Risk Adjusted Performance of (0.39), standard deviation of 0.2299, and Mean Deviation of 0.1277. Calvert Floating Rate technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.Calvert Floating Rate Price Movement Analysis
The output start index for this execution was fifty-nine with a total number of output elements of two. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Calvert Floating-rate middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Calvert Floating Rate. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Calvert Floating-rate Outstanding Bonds
Calvert Floating-rate issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Calvert Floating Rate uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Calvert bonds can be classified according to their maturity, which is the date when Calvert Floating Rate Advantage has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Calvert Floating-rate Predictive Daily Indicators
Calvert Floating-rate intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Calvert Floating-rate mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 8.6 | |||
| Day Typical Price | 8.6 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.03) |
Calvert Floating-rate Forecast Models
Calvert Floating-rate's time-series forecasting models are one of many Calvert Floating-rate's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Calvert Floating-rate's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Calvert Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Calvert Floating-rate prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Calvert shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Calvert Floating-rate. By using and applying Calvert Mutual Fund analysis, traders can create a robust methodology for identifying Calvert entry and exit points for their positions.
The investment seeks to provide a high level of current income. Calvert Floating is traded on NASDAQ Exchange in the United States.
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As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Calvert Floating-rate to your portfolios without increasing risk or reducing expected return.Did you try this?
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Other Information on Investing in Calvert Mutual Fund
Calvert Floating-rate financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Floating-rate security.
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