CALVERT Mutual Fund Buy Hold or Sell Recommendation

Mutual Funds . USA . 
Fund . CALVERT US LARGE
CISIX Fund  USD 36.39  0.24  0.66%   
Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding CALVERT US LARGE is 'Strong Buy'. Macroaxis provides CALVERT US buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CISIX positions. The advice algorithm takes into account all of CALVERT US's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from CALVERT US's buy-and-hold perspective. Check out CALVERT US Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as CALVERT and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards CALVERT US LARGE.

Execute CALVERT US Buy or Sell Advice

The CALVERT recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on CALVERT US LARGE. Macroaxis does not own or have any residual interests in CALVERT US LARGE or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute CALVERT US's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell CALVERT USBuy CALVERT US
Strong Buy

Market Performance

Insignificant
Details

Volatility

Very steady
Details

Hype Condition

Stale
Details

Current Valuation

Undervalued
Details

Odds of Distress

Very Small
Details

Economic Sensitivity

Almost mirrors the market
Details

Analyst Consensus

Not Available
Details
For the selected time horizon CALVERT US LARGE has a Risk Adjusted Performance of 0.0672, Jensen Alpha of 0.1235, Total Risk Alpha of 0.1305, Sortino Ratio of 0.1408 and Treynor Ratio of 0.0635
CALVERT US advice module can be used to check and cross-verify current investment recommendation provided by analysts examining the fund's potential to grow using all of fundamental, technical, data market data available right now. Use CALVERT US LARGE total asset and last dividend paid to ensure your buy or sell decision on CALVERT US LARGE is adequate.

CALVERT US Trading Alerts and Improvement Suggestions

CALVERT US LARGE is unlikely to experience financial distress in the next 2 years
The fund holds 99.79% of its assets under management (AUM) in equities

CALVERT US Returns Distribution Density

The distribution of CALVERT US's historical returns is an attempt to chart the uncertainty of CALVERT US's future price movements. The chart of the probability distribution of CALVERT US stock daily returns describes the distribution of returns around its average expected value. We use CALVERT US LARGE price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of CALVERT US returns is essential to provide solid investment advice for CALVERT US.
Mean Return0.07Value At Risk-1.69
Potential Upside1.82Standard Deviation0.95
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of CALVERT US historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Backtest CALVERT US LARGE

CALVERT US Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to CALVERT US or Calvert Research and Management sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that CALVERT US's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a CALVERT fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite		0.12
β
Beta against NYSE Composite0.95
σ
Overall volatility		0.94
Ir
Information ratio 0.13

CALVERT US Volatility Alert

CALVERT US LARGE has low volatility with Treynor Ratio of 0.06, Maximum Drawdown of 3.64 and kurtosis of -0.29. However, we advice all investors to further analyze CALVERT US LARGE to make certain all market information is desiminated and is consistent with the current expectations about CALVERT US upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure CALVERT US's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact CALVERT US's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

CALVERT US Fundamentals Vs Peers

Comparing CALVERT US's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze CALVERT US's direct or indirect competition across all of the common fundamentals between CALVERT US and the related equities. This way, we can detect undervalued stocks with similar characteristics as CALVERT US or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of CALVERT US's fundamental indicators could also be used in its relative valuation, which is a method of valuing CALVERT US by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare CALVERT US to competition
FundamentalsCALVERT USPeer Average
Price to Earning19.40 X6.53 X
Price to Book2.88 X0.74 X
Price to Sales1.89 X0.61 X
One Year Return16.47 %4.15 %
Three Year Return11.40 %3.60 %
Five Year Return10.09 %3.24 %
Ten Year Return13.36 %1.79 %
Net Asset4.12 B4.11 B
Last Dividend Paid0.320.65
Cash Position Weight0.21 %10.61 %
Equity Positions Weight99.79 %63.90 %

About CALVERT US Buy or Sell Advice

When is the right time to buy or sell CALVERT US LARGE? Buying financial instruments such as CALVERT Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

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.

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Run Consumer Discretionary ETFs Thematic Idea Now

Consumer Discretionary ETFs
Consumer Discretionary ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Consumer Discretionary ETFs theme has 30 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 Consumer Discretionary ETFs Theme or any other thematic opportunities.
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Check out CALVERT US Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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When running CALVERT US's price analysis, check to measure CALVERT US's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy CALVERT US is operating at the current time. Most of CALVERT US's value examination focuses on studying past and present price action to predict the probability of CALVERT US's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move CALVERT US's price. Additionally, you may evaluate how the addition of CALVERT US to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between CALVERT US's 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's 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. Check out CALVERT US Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
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