Calvert High Financials
| CYBAX Fund | USD 24.98 0.01 0.04% |
Calvert |
Please note that you must use caution to infer results of funds 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 High Fund Summary
Calvert High competes with Franklin Natural, Oil Gas, Jennison Natural, Hennessy, and Short Oil. Under normal circumstances, the fund invests at least 80 percent of its net assets in high-yield, high-risk bonds, also known as junk bonds . It invests primarily in high-yield, high-risk bonds, with varying maturities, including distressed securities that are in default. The portfolio manager seek to invest in companies that manage environmental, social and governance risk exposures adequately and that are not exposed to excessive ESG risk through their principal business activities.Specialization | High Yield Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calvert Fund |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | High Yield Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert High Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert High's current stock value. Our valuation model uses many indicators to compare Calvert High value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert High competition to find correlations between indicators driving Calvert High's intrinsic value. More Info.Calvert High Yield is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 128.86 of Year To Date Return per Annual Yield. 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 High's earnings, one of the primary drivers of an investment's value.Calvert High Yield Systematic Risk
Calvert High's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert High 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Calvert High Yield correlated with the market. If Beta is less than 0 Calvert High generally moves in the opposite direction as compared to the market. If Calvert High Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert High Yield is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert High is generally in the same direction as the market. If Beta > 1 Calvert High moves generally in the same direction as, but more than the movement of the benchmark.
Calvert High Thematic Clasifications
Calvert High Yield is part of several thematic ideas from Aggressive Funds to Junk Bonds Funds. 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. Get More Thematic IdeasCalvert High Yield is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of High Yield Bond category is currently estimated at about 2.84 Billion. Calvert High retains roughly 433.38 Million in net asset claiming about 15% of all funds under High Yield Bond category.Calvert High November 13, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert High help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert High Yield. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert High Yield 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 High's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1098 | |||
| Information Ratio | (0.98) | |||
| Maximum Drawdown | 0.6881 | |||
| Value At Risk | (0.16) | |||
| Potential Upside | 0.2442 |
Other Information on Investing in Calvert Mutual Fund
Calvert High 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 High security.
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