Calvert Global Financials
| CFWCX Fund | USD 25.73 0.04 0.16% |
Calvert |
Please note that past performance is not an indicator of the future performance of Calvert Global, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Calvert Global Fund Summary
Calvert Global competes with Vanguard Emerging, Vanguard Total, Vanguard Reit, Vanguard Industrials, and Vanguard Mid. The fund normally invests at least 80 percent of its net assets in equity securities of U.S. and non-U.S. companies whose main business is in the water industry or that are significantly involved in water-related services or technologies. The index is composed of companies that manage water use in a sustainable manner or that are actively engaged in expanding access to water, improving water quality, promoting efficient use of water, or providing solutions that address other global water challenges.Specialization | Natural Resources, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calvert Impact |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Natural Resources |
| Benchmark | NYSE Composite |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
You should never invest in Calvert Global Water without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Calvert Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Calvert Global's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Calvert Global Key Financial Ratios
Generally speaking, Calvert Global's financial ratios allow both analysts and investors to convert raw data from Calvert Global's financial statements into concise, actionable information that can be used to evaluate the performance of Calvert Global over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Calvert Global Water reports annually and quarterly.Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Global's current stock value. Our valuation model uses many indicators to compare Calvert Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Global competition to find correlations between indicators driving Calvert Global's intrinsic value. More Info.Calvert Global Water is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calvert Global Water is roughly 10.19 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Calvert Global by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Calvert Global's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Global's earnings, one of the primary drivers of an investment's value.Calvert Global Water Systematic Risk
Calvert Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Global volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Calvert Global Water correlated with the market. If Beta is less than 0 Calvert Global generally moves in the opposite direction as compared to the market. If Calvert Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Global Water is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Global is generally in the same direction as the market. If Beta > 1 Calvert Global moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Global May 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Global Water. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Global Water based on widely used predictive technical indicators. In general, we focus on analyzing Calvert Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Calvert Global's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.831 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 3.33 | |||
| Value At Risk | (1.46) | |||
| Potential Upside | 1.21 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Calvert Global Water. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Calvert Global Water information on this page should be used as a complementary analysis to other Calvert Global's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.