Calvert Moderate Allocation Fund Manager Performance Evaluation
| CMACX Fund | USD 21.21 0.04 0.19% |
The fund shows a Beta (market volatility) of 0.45, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Calvert Moderate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calvert Moderate is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Calvert Moderate Allocation are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Calvert Moderate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | CMAC study highlights the danger of exposed travel policies - The Business Travel Magazine | 12/03/2024 |
| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 1.7000 |
Calvert |
Calvert Moderate Relative Risk vs. Return Landscape
If you would invest 2,091 in Calvert Moderate Allocation on September 17, 2024 and sell it today you would earn a total of 30.00 from holding Calvert Moderate Allocation or generate 1.43% return on investment over 90 days. Calvert Moderate Allocation is currently producing 0.0231% returns and takes up 0.415% volatility of returns over 90 trading days. Put another way, 3% 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 Moderate Current Valuation
Fairly Valued
Today
Please note that Calvert Moderate's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calvert Moderate All shows a prevailing Real Value of $21.17 per share. The current price of the fund is $21.21. We determine the value of Calvert Moderate All 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 Moderate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Moderate'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 21.21 | Real 21.17 | Hype 21.21 |
The intrinsic value of Calvert Moderate'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 Moderate'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 Moderate Allocation 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 Moderate more accurately as focusing exclusively on Calvert Moderate's fundamentals will not take into account other important factors: Calvert Moderate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Moderate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert Moderate Allocation, and traders can use it to determine the average amount a Calvert Moderate'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 = 0.0557
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CMACX |
Estimated Market Risk
| 0.42 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Calvert Moderate is performing at about 4% 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 Moderate by adding it to a well-diversified portfolio.
Calvert Moderate Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Moderate, and Calvert Moderate 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.
| Price To Earning | 17.36 X | ||||
| Price To Book | 2.19 X | ||||
| Price To Sales | 1.36 X | ||||
| Total Asset | 25.97 M | ||||
About Calvert Moderate Performance
Evaluating Calvert Moderate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Moderate 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 Moderate 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 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 equity securities and 20 percent to 50 percent of its net assets in funds that invest primarily in income securities. The fund may also invest 0 percent to 10 percent of its net assets in cash and short-term money market instruments.Things to note about Calvert Moderate All performance evaluation
Checking the ongoing alerts about Calvert Moderate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Moderate All help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: CMAC study highlights the danger of exposed travel policies - The Business Travel Magazine | |
| The fund holds about 6.23% of its assets under management (AUM) in cash |
- Analyzing Calvert Moderate'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 Moderate's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Moderate'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 Moderate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Moderate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Moderate's mutual fund. These opinions can provide insight into Calvert Moderate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Moderate 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 Moderate security.
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