Calvert Conservative Financials
| CFAIX Fund | USD 17.31 0.12 0.70% |
Calvert |
Please note that past performance is not an indicator of the future performance of Calvert Conservative, 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 Conservative Fund Summary
Calvert Conservative competes with Calvert Aggressive, Calvert Balanced, Calvert Conservative, and Calvert Global. The fund is a fund of funds that seeks to achieve its investment objectives by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 50-80 percent of its net assets in funds that invest primarily in income securities and 20 percent to 50 percent of its net assets in funds that invest primarily in equity securities. The fund may also invest 0 percent to 10 percent of its net assets in cash and short-term money market instruments.Specialization | Allocation--30% to 50% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calvert Social Investment |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | NYSE Composite |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
You should never invest in Calvert Conservative Allocation 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 Conservative'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 Conservative Key Financial Ratios
Generally speaking, Calvert Conservative's financial ratios allow both analysts and investors to convert raw data from Calvert Conservative's financial statements into concise, actionable information that can be used to evaluate the performance of Calvert Conservative 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 Conservative reports annually and quarterly.Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Conservative's current stock value. Our valuation model uses many indicators to compare Calvert Conservative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Conservative competition to find correlations between indicators driving Calvert Conservative's intrinsic value. More Info.Calvert Conservative Allocation is the top fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 0.17 of Year To Date Return per Annual Yield. The ratio of Annual Yield to Year To Date Return for Calvert Conservative Allocation is roughly 5.86 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Calvert Conservative by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Calvert Conservative'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 Conservative's earnings, one of the primary drivers of an investment's value.Calvert Conservative Systematic Risk
Calvert Conservative's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Conservative 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 output start index for this execution was fifty-two with a total number of output elements of nine. The Beta measures systematic risk based on how returns on Calvert Conservative correlated with the market. If Beta is less than 0 Calvert Conservative generally moves in the opposite direction as compared to the market. If Calvert Conservative Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Conservative is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Conservative is generally in the same direction as the market. If Beta > 1 Calvert Conservative moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Conservative Thematic Clasifications
Calvert Conservative Allocation is part of Conservative Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with low risk and low expected return. Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation
This theme covers Funds with low risk and low expected return. Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. Get More Thematic Ideas
Calvert Conservative Allocation is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--30% to 50% Equity category is currently estimated at about 2.53 Billion. Calvert Conservative retains roughly 264 Million in net asset claiming about 10% of funds in Allocation--30% to 50% Equity category.| Conservative Funds | View |
Calvert Conservative May 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Conservative help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Conservative Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Conservative Allocation 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 Conservative's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5569 | |||
| Information Ratio | (0.14) | |||
| Maximum Drawdown | 2.02 | |||
| Value At Risk | (0.82) | |||
| Potential Upside | 0.6478 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Calvert Conservative Allocation. 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 gross domestic product. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.