Calvert Short Duration Fund Manager Performance Evaluation
| CDICX Fund | USD 15.75 0.02 0.13% |
The fund shows a Beta (market volatility) of -0.0044, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Calvert Short are expected to decrease at a much lower rate. During the bear market, Calvert Short is likely to outperform the market.
Risk-Adjusted Performance
29 of 100
Weak | Strong |
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Calvert Short Duration are ranked lower than 29 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Calvert Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of June 2023 | |
| Expense Ratio | 1.5100 |
Calvert |
Calvert Short Relative Risk vs. Return Landscape
If you would invest 1,526 in Calvert Short Duration on June 23, 2024 and sell it today you would earn a total of 49.00 from holding Calvert Short Duration or generate 3.21% return on investment over 90 days. Calvert Short Duration is currently producing 0.0503% returns and takes up 0.1342% volatility of returns over 90 trading days. Put another way, 1% 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. Expected Return |
| Risk |
Calvert Short Current Valuation
Overvalued
Today
Please note that Calvert Short's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Calvert Short Duration shows a prevailing Real Value of $14.44 per share. The current price of the fund is $15.75. We determine the value of Calvert Short Duration from analyzing 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, at some point, mutual fund prices and their ongoing real values will blend.
Since Calvert Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Short'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. | Historical | Market 15.75 | Real 14.44 | Hype 15.75 | Naive 15.76 |
The intrinsic value of Calvert Short's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value 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 Calvert Short's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Calvert Short Duration 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 Short more accurately as focusing exclusively on Calvert Short's fundamentals will not take into account other important factors: Calvert Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert Short Duration, and traders can use it to determine the average amount a Calvert Short'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 = 0.3747
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| Cash | CDICX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.13 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.37 actual daily | 29 71% of assets perform better |
Based on monthly moving average Calvert Short is performing at about 29% 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 Short by adding it to a well-diversified portfolio.
Calvert Short Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Short, and Calvert Short 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.
| Total Asset | 12.13 M | ||||
About Calvert Short Performance
Evaluating Calvert Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Short has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Calvert Short has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund typically invests at least 65 percent of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 35 percent of its net assets in below-investment grade, high-yield debt instruments , including distressed instruments that are in default. The fund may also invest up to 25 percent of its net assets in foreign debt securities.Things to note about Calvert Short Duration performance evaluation
Checking the ongoing alerts about Calvert Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Short Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 93.55% of its assets under management (AUM) in fixed income securities |
- Analyzing Calvert Short'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 Short's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Short'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 Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Short's mutual fund. These opinions can provide insight into Calvert Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Short 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 Short security.
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