Calvert Long Competition

CLDIX Fund

USD 15.76 0.02 0.13%

Calvert Long Term competes with Calvert Developed, Calvert Developed, Calvert Short, Calvert Short, and Calvert Short; as well as few others. The fund is listed under Intermediate Core Bond category and is part of Calvert Research and Management family. Analyzing Calvert Long 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 Long to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Calvert Long 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 Long competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
15.49	15.76	16.03

Details

Intrinsic

Valuation

Low	Real	High
14.74	15.01	17.34

Details

Calvert Long Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Calvert Long 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 Long Term does not affect the price movement of the other competitor.

	CDHIX	CDHAX	CDICX	CDSRX	CDSIX	CVMAX	CVMIX	CVMCX	CEFIX	CEMCX
CDHIX		1.0	0.6	0.54	0.53	0.49	0.49	0.49	0.88	0.79	CDHIX
CDHAX	1.0		0.6	0.54	0.53	0.48	0.48	0.49	0.88	0.79	CDHAX
CDICX	0.6	0.6		0.98	0.98	0.34	0.34	0.33	0.5	0.45	CDICX
CDSRX	0.54	0.54	0.98		1.0	0.41	0.42	0.41	0.42	0.35	CDSRX
CDSIX	0.53	0.53	0.98	1.0		0.42	0.42	0.42	0.41	0.35	CDSIX
CVMAX	0.49	0.48	0.34	0.41	0.42		1.0	1.0	0.32	0.19	CVMAX
CVMIX	0.49	0.48	0.34	0.42	0.42	1.0		1.0	0.32	0.19	CVMIX
CVMCX	0.49	0.49	0.33	0.41	0.42	1.0	1.0		0.32	0.2	CVMCX
CEFIX	0.88	0.88	0.5	0.42	0.41	0.32	0.32	0.32		0.81	CEFIX
CEMCX	0.79	0.79	0.45	0.35	0.35	0.19	0.19	0.2	0.81		CEMCX
	CDHIX	CDHAX	CDICX	CDSRX	CDSIX	CVMAX	CVMIX	CVMCX	CEFIX	CEMCX

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Risk-Adjusted Indicators

There is a big difference between Calvert Mutual Fund performing well and Calvert Long 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 Long'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
CDHIX	0.71	(0.05)	(0.12)	0.08	0.80	(0.73)	1.74	(1.11)	3.93
CDHAX	0.71	(0.05)	(0.12)	0.08	0.80	(0.73)	1.75	(1.13)	3.93
CDICX	0.09	0.01	(1.08)	(0.24)	0.00	(0.13)	0.19	(0.19)	0.64
CDSRX	0.10	0.01	(1.17)	(0.34)	0.00	(0.12)	0.19	(0.13)	0.76
CDSIX	0.09	0.01	(1.18)	(0.29)	0.00	(0.12)	0.19	(0.13)	0.76
CVMAX	0.81	0.02	(0.05)	0.19	0.95	(0.83)	1.60	(1.69)	5.41
CVMIX	0.80	0.02	(0.05)	0.19	0.95	(0.83)	1.63	(1.67)	5.46
CVMCX	0.81	0.01	(0.06)	0.18	0.96	(0.83)	1.61	(1.70)	5.47
CEFIX	0.54	0.00	(0.13)	0.16	0.57	(0.60)	1.03	(1.09)	3.25
CEMCX	0.64	(0.09)	(0.17)	0.01	0.85	(0.64)	1.34	(1.30)	3.73

Unable to evaluate fundamental data of [CDHIX, CDHAX, CDICX, CDSRX, CDSIX, CVMAX, CVMIX, CVMCX, CEFIX, CEMCX] at this time. Please try again later

All Fundamental Data

Calvert Long Competitive Analysis

The better you understand Calvert Long competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Calvert Long'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 Long'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

	CLDIX	CDHIX	CDHAX	CDICX	CDSRX	CDSIX	CVMAX	CVMIX	CVMCX	CEFIX
	0.13 15.76 Calvert	1.08 31.28 Calvert	1.06 30.81 Calvert	0.06 15.57 Calvert	0.06 15.73 Calvert	0.06 15.73 Calvert	1.57 18.18 Calvert	1.55 18.37 Calvert	1.58 17.42 Calvert	1.10 11.94 Congressional
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Insignificant	Modest	OK	OK	OK	Modest	Modest	Modest	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Over Valued	Over Valued	Over Valued	Over 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	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Buy	Buy	Strong Sell	Strong Sell	Strong Sell	Strong Hold	Strong Hold	Strong Hold	Strong Hold
Holdings Turnover	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Net Asset	535.48 M	829.78 M	829.78 M	2.1 B	1.62 B	2.1 B	2.36 B	2.36 B	2.36 B	90.74 M
Minimum Initial Investment	N/A	N/A	N/A	1 K	N/A	N/A	1 K	N/A	N/A	N/A
Price To Book	N/A	N/A	N/A	N/A	N/A	N/A	2.23	1.73	2.13	N/A
Five Year Return	1.76	7.12	6.85	1.71	2.84	2.69	1.91	2.17	1.15	5.26
One Year Return	8.35	21.35	21.08	6.87	8.16	8.38	18.92	19.24	18.02	20.49
Last Dividend Paid	0.02	0.35	0.22	0.01	0.03	0.03	0.06	0.09	0.06	0.02
Price To Earning	N/A	N/A	N/A	N/A	N/A	N/A	16.31	13.57	15.02	N/A
Price To Sales	N/A	N/A	N/A	N/A	N/A	N/A	1.74	1.25	1.51	N/A
Cash Position Weight	4.51	0.14	0.14	1.83	1.11	1.11	1.86	1.29	1.29	4.19
Equity Positions Weight	N/A	99.76	99.76	N/A	N/A	N/A	98.03	98.53	98.53	95.47
Three Year Return	-2.01	1.31	1.06	1.35	2.44	2.36	-4.8	-4.56	-5.51	1.46
Annual Yield	0.0026	0.0186	0.0168	0.0011	0.0024	0.0037	0.0065	0.0083	N/A	0.0292
Year To Date Return	2.71	8.65	8.45	4.06	5.07	4.79	12.43	12.7	11.74	12.41
Bond Positions Weight	6.56	N/A	N/A	93.55	9.67	9.67	0.11	N/A	N/A	N/A
Ten Year Return	6.77	N/A	N/A	1.33	2.12	2.55	N/A	N/A	N/A	N/A
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T
Day Typical Price	15.76	31.28	30.81	15.57	15.73	15.73	18.18	18.37	17.42	11.94
Period Momentum Indicator	0.02	(0.34)	(0.33)	(0.01)	(0.01)	(0.01)	(0.29)	(0.29)	(0.28)	0.13
Rate Of Daily Change	1.0	0.99	0.99	1.0	1.0	1.0	0.98	0.98	0.98	1.01
Day Median Price	15.76	31.28	30.81	15.57	15.73	15.73	18.18	18.37	17.42	11.94
Price Action Indicator	0.01	(0.17)	(0.17)	(0.01)	(0.01)	(0.01)	(0.14)	(0.14)	(0.14)	0.065
Coefficient Of Variation	8417.78	1424.0	1437.11	815.65	706.64	711.74	951.93	939.68	975.92	834.55
Mean Deviation	0.22	0.7087	0.7074	0.0913	0.0986	0.0937	0.8069	0.8028	0.805	0.5399
Jensen Alpha	0.0039	(0.05)	(0.05)	0.0079	0.0124	0.0116	0.0154	0.0181	0.0131	0.0011
Total Risk Alpha	(0.06)	(0.13)	(0.13)	(0.02)	(0.02)	(0.02)	(0.12)	(0.12)	(0.12)	(0.07)
Sortino Ratio	(0.51)	(0.12)	(0.12)	(1.08)	(1.17)	(1.18)	(0.05)	(0.05)	(0.06)	(0.13)
Downside Variance	0.1031	0.7594	0.7559	0.0201	0.0163	0.0163	1.06	1.06	1.07	0.4862
Standard Deviation	0.2742	0.8929	0.8921	0.1202	0.1307	0.1247	1.06	1.06	1.06	0.6707
Kurtosis	0.0708	0.1651	0.1593	1.19	2.19	2.09	0.9017	1.02	0.9632	0.0086
Potential Upside	0.38	1.74	1.75	0.1939	0.1929	0.1928	1.6	1.63	1.61	1.03
Treynor Ratio	0.0997	0.0844	0.0836	(0.24)	(0.34)	(0.29)	0.1864	0.1917	0.1821	0.1605
Maximum Drawdown	1.19	3.93	3.93	0.6415	0.7641	0.7641	5.41	5.46	5.47	3.25
Variance	0.0752	0.7973	0.7959	0.0145	0.0171	0.0155	1.13	1.13	1.13	0.4498
Market Risk Adjusted Performance	0.1097	0.0944	0.0936	(0.23)	(0.33)	(0.28)	0.1964	0.2017	0.1921	0.1705
Risk Adjusted Performance	(0.01)	0.0548	0.0543	0.0399	0.0593	0.0557	0.0826	0.0836	0.0806	0.0896
Skewness	(0.53)	0.1845	0.1917	(0.23)	0.4288	0.2541	0.402	0.4289	0.3974	(0.13)
Semi Deviation	0.2939	0.8035	0.8019	0.0	0.0	0.0	0.9537	0.9497	0.9601	0.5699
Information Ratio	(0.60)	(0.12)	(0.12)	(1.28)	(1.14)	(1.21)	(0.05)	(0.05)	(0.06)	(0.13)
Value At Risk	(0.50)	(1.11)	(1.13)	(0.19)	(0.13)	(0.13)	(1.69)	(1.67)	(1.70)	(1.09)
Expected Short fall	(0.22)	(0.73)	(0.73)	(0.13)	(0.12)	(0.12)	(0.83)	(0.83)	(0.83)	(0.60)
Downside Deviation	0.321	0.8714	0.8694	0.1419	0.1277	0.1277	1.03	1.03	1.04	0.6973
Semi Variance	0.0864	0.6457	0.643	(0)	(0.01)	(0.01)	0.9095	0.9019	0.9218	0.3248

Calvert Long Competition Performance Charts

Five steps to successful analysis of Calvert Long Competition

Calvert Long'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 Long Term in relation to its competition. Calvert Long's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Calvert Long 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 Long's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Calvert Long Term, 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 Long position

In addition to having Calvert Long 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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Retail

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Retail theme has 61 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 Retail Theme or any other thematic opportunities.

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Other Information on Investing in Calvert Mutual Fund

Calvert Long 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 Long security.

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