Calvert International Opportunities Fund Manager Performance Evaluation
| COICX Fund | USD 16.26 0.06 0.37% |
The fund shows a Beta (market volatility) of 1.02, which signifies a somewhat significant risk relative to the market. Calvert International returns are very sensitive to returns on the market. As the market goes up or down, Calvert International is expected to follow.
Risk-Adjusted Performance
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Over the last 90 days Calvert International Opportunities has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Calvert International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 2.0800 |
Calvert |
Calvert International Relative Risk vs. Return Landscape
If you would invest 1,636 in Calvert International Opportunities on January 26, 2024 and sell it today you would lose (10.00) from holding Calvert International Opportunities or give up 0.61% of portfolio value over 90 days. Calvert International Opportunities is currently producing negative expected returns and takes up 0.7759% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Calvert, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Calvert International Current Valuation
Fairly Valued
Today
Please note that Calvert International's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calvert International shows a prevailing Real Value of $16.3 per share. The current price of the fund is $16.26. We determine the value of Calvert International from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Our valuation method for Calvert International Opportunities is useful when determining the fair value of the Calvert mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Calvert International. Since Calvert International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert International's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.26 | Real 16.3 | Hype 16.26 | Naive 16.3 |
The real value of Calvert Mutual Fund, also known as its intrinsic value, is the underlying worth of Calvert International Mutual Fund, which is reflected in its stock price. It is based on Calvert International's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Calvert International's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Calvert International's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Calvert International Opportunities helps investors to forecast how Calvert mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Calvert International more accurately as focusing exclusively on Calvert International's fundamentals will not take into account other important factors: Calvert International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert International Opportunities, and traders can use it to determine the average amount a Calvert International's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0089
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | COICX |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Calvert International is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Calvert International by adding Calvert International to a well-diversified portfolio.
Calvert International Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert International, and Calvert International fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Calvert Mutual Fund performance.
| Price To Earning | 13.63 X | |||
| Price To Book | 1.37 X | |||
| Price To Sales | 0.80 X | |||
| Total Asset | 3.93 M | |||
About Calvert International Performance
To evaluate Calvert International Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Calvert International generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Calvert Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Calvert International market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Calvert's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests primarily in common and preferred stocks of non-U.S. small-cap to mid-cap companies, which it defines as companies whose market capitalization falls within the range of the Morgan Stanley Capital International Europe, Australasia and Far East Small-Mid Index. It invests no more than 20 percent of its net assets in U.S. companies . The fund may enter into foreign currency derivatives to seek to hedge foreign currency exposure.Things to note about Calvert International performance evaluation
Checking the ongoing alerts about Calvert International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calvert International generated a negative expected return over the last 90 days | |
| The fund generated three year return of -7.0% | |
| Calvert International holds 99.16% of its assets under management (AUM) in equities |
- Analyzing Calvert International's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Calvert International's stock is overvalued or undervalued compared to its peers.
- Examining Calvert International's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Calvert International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert International's mutual fund. These opinions can provide insight into Calvert International's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Calvert International Opportunities. 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 International information on this page should be used as a complementary analysis to other Calvert International'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 Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.