Calvert Smallmid Cap A Fund Manager Performance Evaluation
| CMPAX Fund | 28.48 0.22 0.77% |
The fund shows a Beta (market volatility) of 1.06, which signifies a somewhat significant risk relative to the market. Calvert Small/mid-cap returns are very sensitive to returns on the market. As the market goes up or down, Calvert Small/mid-cap is expected to follow.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Calvert Smallmid Cap A are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Calvert Small/mid-cap may actually be approaching a critical reversion point that can send shares even higher in December 2024.
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Calvert Small/mid-cap Relative Risk vs. Return Landscape
If you would invest 2,639 in Calvert Smallmid Cap A on August 15, 2024 and sell it today you would earn a total of 209.00 from holding Calvert Smallmid Cap A or generate 7.92% return on investment over 90 days. Calvert Smallmid Cap A is currently producing 0.1232% returns and takes up 0.9116% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Calvert, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Calvert Small/mid-cap Current Valuation
Overvalued
Today
Please note that Calvert Small/mid-cap's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Calvert Small/mid-cap shows a prevailing Real Value of USD27.65 per share. The current price of the fund is USD28.48. We determine the value of Calvert Small/mid-cap 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 Small/mid-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Small/mid-cap'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 28.48 | Real 27.65 | Hype 28.48 | Naive 29.43 |
The intrinsic value of Calvert Small/mid-cap'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 Small/mid-cap'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 Smallmid Cap A 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 Small/mid-cap more accurately as focusing exclusively on Calvert Small/mid-cap's fundamentals will not take into account other important factors: Calvert Small/mid-cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Small/mid-cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert Smallmid Cap A, and traders can use it to determine the average amount a Calvert Small/mid-cap'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 = 0.1352
| Best Portfolio | Best Equity | |||
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| Cash | CMPAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Calvert Small/mid-cap is performing at about 10% 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 Small/mid-cap by adding it to a well-diversified portfolio.
Calvert Small/mid-cap Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Small/mid-cap, and Calvert Small/mid-cap 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 | 13.71 X | |||
| Price To Book | 1.92 X | |||
| Price To Sales | 1.07 X | |||
About Calvert Small/mid-cap Performance
Evaluating Calvert Small/mid-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Small/mid-cap 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 Small/mid-cap 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.
Under normal market conditions, the fund invests at least 80 percent of its net assets in common stocks of small- to mid-capitalization companies . The manager defines small- to mid-capitalization companies as those whose market capitalization falls within the range of the Russell 2500 Index at the time of investments. As of March 31, 2023, the market capitalization range for Russell 2500 Index was 3.0 million to 23.8 billion.Things to note about Calvert Small/mid-cap performance evaluation
Checking the ongoing alerts about Calvert Small/mid-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Small/mid-cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of -2.0% | |
| Calvert Small/mid-cap holds about 9.31% of its assets under management (AUM) in cash |
- Analyzing Calvert Small/mid-cap'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 Small/mid-cap's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Small/mid-cap'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 Small/mid-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Small/mid-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Small/mid-cap's mutual fund. These opinions can provide insight into Calvert Small/mid-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Small/mid-cap 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 Small/mid-cap security.
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