Calvert Developed Competition

CDHAX Fund

USD 29.24 0.02 0.07%

Calvert Developed Market competes with Calvert Large, Calvert Developed, Calvert Mid, Calvert Large, and Calvert Short; as well as few others. The fund is listed under Foreign Large Blend category and is part of Calvert Research and Management family. Analyzing Calvert Developed competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Calvert Developed to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Calvert Developed Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Calvert Developed competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
28.45	29.24	30.03

Details

Intrinsic

Valuation

Low	Real	High
28.00	28.79	29.58

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Calvert Developed. Your research has to be compared to or analyzed against Calvert Developed's peers to derive any actionable benefits. When done correctly, Calvert Developed's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Calvert Developed Market.

Calvert Developed Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Calvert Developed and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Calvert and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Calvert Developed Market does not affect the price movement of the other competitor.

	CSXAX	CDHIX	CMJAX	CFJAX	CDSIX
CSXAX		-0.4	0.85	0.41	-0.02	CSXAX
CDHIX	-0.4		-0.14	0.26	0.58	CDHIX
CMJAX	0.85	-0.14		0.76	0.1	CMJAX
CFJAX	0.41	0.26	0.76		0.11	CFJAX
CDSIX	-0.02	0.58	0.1	0.11		CDSIX
	CSXAX	CDHIX	CMJAX	CFJAX	CDSIX

Click cells to compare fundamentals

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High positive correlations

CMJAX	+ 0.85	CSXAX
CFJAX	+ 0.76	CMJAX
CDSIX	+ 0.58	CDHIX
CFJAX	+ 0.41	CSXAX
CFJAX	+ 0.26	CDHIX
CDSIX	+ 0.11	CFJAX

High negative correlations

CDHIX	- 0.4	CSXAX
CMJAX	- 0.14	CDHIX
CDSIX	- 0.02	CSXAX

Risk-Adjusted Indicators

There is a big difference between Calvert Mutual Fund performing well and Calvert Developed Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Calvert Developed's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
CSXAX	0.60	0.06	0.02	0.96	0.86	(0.64)	1.09	(1.34)	5.97
CDHIX	0.63	(0.15)	0.00	(7.54)	0.00	0.00	1.06	(1.34)	5.46
CMJAX	0.63	0.00	(0.04)	0.03	0.86	(0.66)	1.29	(1.00)	6.23
CFJAX	0.66	(0.09)	0.00	(0.38)	0.00	0.00	1.27	(0.88)	9.17
CDSIX	0.08	(0.02)	0.00	(1.22)	0.00	0.00	0.19	(0.13)	0.64

Unable to evaluate fundamental data of [CSXAX, CDHIX, CMJAX, CFJAX, CDSIX] at this time. Please try again later

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Calvert Developed Competitive Analysis

The better you understand Calvert Developed competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Calvert Developed's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Calvert Developed's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	CDHAX	CSXAX	CDHIX	CMJAX	CFJAX	CDSIX
	0.07 29.24 Calvert	1.09 50.85 Calvert	0.07 29.64 Calvert	0.19 41.98 Calvert	0.22 32.32 Calvert	0.06 15.70 Calvert
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Modest	Very Weak	Very Weak	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Sell	Cautious Hold	Sell	Cautious Hold	Cautious Hold	Sell
Net Asset	829.78 M	4.46 B	829.78 M	450.91 M	1.7 B	2.1 B
Price To Book	N/A	2.88 X	N/A	N/A	N/A	N/A
Five Year Return	5.48 %	14.39 %	5.75 %	9.44 %	8.34 %	2.76 %
One Year Return	7.51 %	27.07 %	7.79 %	15.67 %	17.03 %	5.74 %
Last Dividend Paid	0.22	0.26	0.35	0.19	0.33	0.03
Price To Earning	N/A	19.40 X	N/A	N/A	N/A	N/A
Price To Sales	N/A	1.89 X	N/A	N/A	N/A	N/A
Cash Position Weight	0.14 %	0.21 %	0.14 %	0.28 %	0.05 %	1.11 %
Equity Positions Weight	99.76 %	99.79 %	99.76 %	99.73 %	99.95 %	N/A
Three Year Return	1.51 %	8.98 %	1.78 %	3.38 %	4.82 %	2.64 %
Annual Yield	0.02 %	0.01 %	0.02 %	0.01 %	0.01 %	0 %
Year To Date Return	4.58 %	25.01 %	4.84 %	13.36 %	14.65 %	5.39 %
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	9.67 %
Ten Year Return	N/A	12.88 %	N/A	N/A	N/A	2.55 %
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	29.24	50.85	29.64	41.98	32.32	15.7
Period Momentum Indicator	0.02	0.55	0.02	0.08	0.07	0.01
Rate Of Daily Change	1.0	1.01	1.0	1.0	1.0	1.0
Day Median Price	29.24	50.85	29.64	41.98	32.32	15.7
Price Action Indicator	0.01	0.28	0.01	0.04	0.035	0.005
Coefficient Of Variation	(626.16)	1179.71	(622.82)	5414.08	(1,617)	(1,354)
Mean Deviation	0.626	0.6029	0.6319	0.6271	0.6551	0.0848
Jensen Alpha	(0.14)	0.059	(0.15)	(0)	(0.09)	(0.02)
Total Risk Alpha	(0.19)	0.0157	(0.19)	(0.04)	(0.14)	(0.02)
Sortino Ratio	N/A	0.0193	N/A	(0.04)	N/A	N/A
Downside Variance	N/A	0.9267	N/A	0.8016	N/A	N/A
Standard Deviation	0.8336	0.8474	0.8438	0.8688	1.09	0.1163
Kurtosis	2.15	3.96	2.48	3.89	13.12	2.33
Potential Upside	1.07	1.09	1.06	1.29	1.27	0.191
Treynor Ratio	(5.32)	0.9586	(7.54)	0.0281	(0.38)	(1.22)
Maximum Drawdown	5.28	5.97	5.46	6.23	9.17	0.637
Variance	0.695	0.7181	0.712	0.7548	1.2	0.0135
Market Risk Adjusted Performance	(5.31)	0.9686	(7.53)	0.0381	(0.37)	(1.21)
Risk Adjusted Performance	(0.13)	0.0679	(0.13)	0.0155	(0.05)	(0.12)
Skewness	(0.45)	(0.76)	(0.56)	(0.39)	(2.09)	0.2351
Semi Deviation	N/A	0.8561	N/A	0.8582	N/A	N/A
Information Ratio	(0.22)	0.0219	(0.22)	(0.04)	(0.11)	(0.53)
Value At Risk	(1.33)	(1.34)	(1.34)	(1.00)	(0.88)	(0.13)
Expected Short fall	N/A	(0.64)	N/A	(0.66)	N/A	N/A
Downside Deviation	N/A	0.9626	N/A	0.8953	N/A	N/A
Semi Variance	N/A	0.733	N/A	0.7364	N/A	N/A

Calvert Developed Competition Performance Charts

Five steps to successful analysis of Calvert Developed Competition

Calvert Developed's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Calvert Developed Market in relation to its competition. Calvert Developed's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Calvert Developed in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Calvert Developed's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Calvert Developed Market, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Calvert Developed position

In addition to having Calvert Developed 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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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Gold ETFs theme has 20 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 Gold ETFs Theme or any other thematic opportunities.

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Other Information on Investing in Calvert Mutual Fund

Calvert Developed 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 Developed security.

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