CALVERT Mutual Fund Manager Performance Evaluation

Mutual Funds . USA . 
Fund . CALVERT US LARGE
CISIX Fund  USD 36.39  0.24  0.66%   
The entity shows a Beta (market volatility) of 0.9501, which signifies possible diversification benefits within a given portfolio. Let's try to break down what CALVERT's beta means in this case. CALVERT US returns are very sensitive to returns on the market. As the market goes up or down, CALVERT US is expected to follow. Although it is important to respect CALVERT US LARGE historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The approach into foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By examining CALVERT US LARGE technical indicators, you can right now evaluate if the expected return of 0.0481% will be sustainable into the future.
  

CALVERT Performance

3 of 100

Compared to the overall equity markets, risk-adjusted returns on investments in CALVERT US LARGE are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, CALVERT US 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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Fifty Two Week Low31.24
Fifty Two Week High43.01

CALVERT US Relative Risk vs. Return Landscape

If you would invest  3,540  in CALVERT US LARGE on March 3, 2023 and sell it today you would earn a total of  99.00  from holding CALVERT US LARGE or generate 2.8% return on investment over 90 days. CALVERT US LARGE is currently producing 0.0481% returns and takes up 0.9404% volatility of returns over 90 trading days. Put another way, 8% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon CALVERT US is expected to generate 1.04 times more return on investment than the market. However, the company is 1.04 times more volatile than its market benchmark. It trades about 0.05 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.09 per unit of risk.

CALVERT US Current Valuation

Undervalued
Today 36.39
Please note that CALVERT US's price fluctuation is out of control at this time.
CALVERT US LARGE prevailing Real Value cannot be determined due to lack of data. The current price of CALVERT US LARGE is $36.39. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of CALVERT US LARGE from examining 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, in the future, mutual fund prices and their ongoing real values will blend.
Our valuation method for CALVERT US LARGE 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 US. Since CALVERT US is currently traded on the exchange, buyers and sellers on that exchange determine the market value of CALVERT Mutual Fund. However, CALVERT US'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.
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock 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 the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
0.00
Real Value
0.94
Upside
Estimating the potential upside or downside of CALVERT US LARGE 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 US more accurately as focusing exclusively on CALVERT US's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
35.2936.0336.77
Details
Hype
Prediction
LowEstimatedHigh
0.000.000.94
Details
Potential
Annual Dividend
LowForecastedHigh
0.260.260.26
Details

CALVERT US Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for CALVERT US's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as CALVERT US LARGE, and traders can use it to determine the average amount a CALVERT US'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 = 0.0512

Best PortfolioBest Equity
Good Returns
Average Returns
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CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsCISIX

Estimated Market Risk

 0.94
  actual daily
 8 
92% of assets are more volatile
88

Expected Return

 0.05
  actual daily
 0 
Most of other assets have higher returns
00

Risk-Adjusted Return

 0.05
  actual daily
 3 
97% of assets perform better
33
Based on monthly moving average CALVERT US is performing at about 3% of its full potential. 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 US by adding it to a well-diversified portfolio.

CALVERT US Fundamentals Growth

CALVERT Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of CALVERT US, and CALVERT US 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 Earning19.40 X
Price to Book2.88 X
Price to Sales1.89 X
Total Asset4.12 B

About CALVERT US Performance

To evaluate CALVERT US LARGE 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 US 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 US LARGE 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 normally invests at least 95 percent of its net assets, including borrowings for investment purposes, in securities contained in the index. Calvert US is traded on NASDAQ Exchange in the United States.

Things to note about CALVERT US LARGE performance evaluation

Checking the ongoing alerts about CALVERT US for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for CALVERT US LARGE help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
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
Evaluating CALVERT US's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate CALVERT US's mutual fund performance include:
  • Analyzing CALVERT US'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 US's stock is overvalued or undervalued compared to its peers.
  • Examining CALVERT US'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 US's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CALVERT US's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of CALVERT US's mutual fund. These opinions can provide insight into CALVERT US's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating CALVERT US's mutual fund performance is not an exact science, and many factors can impact CALVERT US's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Trending Equities to better understand how to build diversified portfolios. You can also try Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for CALVERT Mutual Fund analysis

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 Trending Equities to better understand how to build diversified portfolios.
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