Calvert Mid Cap Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 1.11, which signifies a somewhat significant risk relative to the market. Calvert Mid returns are very sensitive to returns on the market. As the market goes up or down, Calvert Mid is expected to follow.
Risk-Adjusted Performance
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Over the last 90 days Calvert Mid Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Calvert Mid is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 0.2400 |
Calvert |
Calvert Mid Relative Risk vs. Return Landscape
If you would invest 3,907 in Calvert Mid Cap on March 16, 2024 and sell it today you would lose (17.00) from holding Calvert Mid Cap or give up 0.44% of portfolio value over 90 days. Calvert Mid Cap is currently producing negative expected returns and takes up 0.7975% volatility of returns over 90 trading days. Put another way, 7% 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 Mid Current Valuation
Undervalued
Today
Please note that Calvert Mid's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Calvert Mid Cap prevailing Real Value cannot be determined due to lack of data. The current price of Calvert Mid Cap is $38.9. We determine the value of Calvert Mid Cap 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.
Since Calvert Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Mid'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 38.9 | Real 0.0 | Hype 0.0 | Naive 39.35 |
The intrinsic value of Calvert Mid'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 Mid'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 Mid Cap 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 Mid more accurately as focusing exclusively on Calvert Mid's fundamentals will not take into account other important factors: Calvert Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert Mid Cap, and traders can use it to determine the average amount a Calvert Mid'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 = -0.0049
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CMJIX |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Calvert Mid 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 Mid by adding Calvert Mid to a well-diversified portfolio.
Calvert Mid Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Mid, and Calvert Mid 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.
| Total Asset | 354.7 M | |||
About Calvert Mid Performance
To evaluate Calvert Mid Cap 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 Mid 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 Mid Cap 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 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.Things to note about Calvert Mid Cap performance evaluation
Checking the ongoing alerts about Calvert Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calvert Mid Cap generated a negative expected return over the last 90 days | |
| The fund holds 99.73% of its assets under management (AUM) in equities |
- Analyzing Calvert Mid'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 Mid's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Mid'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 Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Mid's mutual fund. These opinions can provide insight into Calvert Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Mid 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 Mid security.
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