Calvert High Competition

CYBIX Fund  USD 24.40  0.01  0.04%   
Calvert High Yield competes with Calvert Developed, Calvert Developed, Calvert Short, Calvert International, and Calvert Short; as well as few others. The fund is listed under High Yield Bond category and is part of Calvert Research and Management family. Analyzing Calvert High 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 High to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Calvert High 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 High competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
24.2524.4024.55
Details
Intrinsic
Valuation
LowRealHigh
24.2824.4324.58
Details

Calvert High Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Calvert High 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 High Yield does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
CDHAXCDHIX
CDHRXCDHIX
CDHRXCDHAX
CVMIXCVMAX
CVMCXCVMAX
CVMCXCVMIX
  
High negative correlations   
CVMRXCDSRX
CVMCXCDSRX
CVMIXCDSRX
CVMAXCDSRX

Risk-Adjusted Indicators

There is a big difference between Calvert Mutual Fund performing well and Calvert High 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 High'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
CDHIX  0.64 (0.15) 0.00 (0.34) 0.00 
 1.06 
 5.46 
CDHAX  0.63 (0.15) 0.00 (0.34) 0.00 
 1.07 
 5.28 
CDICX  0.08 (0.02) 0.00 (3.37) 0.00 
 0.13 
 0.58 
CDHRX  0.64 (0.15) 0.00 (0.35) 0.00 
 1.06 
 5.56 
CDSRX  0.09 (0.01) 0.00 (0.89) 0.00 
 0.19 
 0.83 
CDSIX  0.08 (0.02) 0.00 (3.38) 0.00 
 0.19 
 0.64 
CVMAX  0.73 (0.03) 0.00 (0.07) 0.00 
 1.56 
 5.41 
CVMRX  0.75 (0.02) 0.00 (0.50) 0.00 
 1.60 
 5.37 
CVMIX  0.74 (0.03) 0.00 (0.07) 0.00 
 1.60 
 5.46 
CVMCX  0.73 (0.03) 0.00 (0.06) 0.00 
 1.57 
 5.47 

Calvert High Competitive Analysis

The better you understand Calvert High competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Calvert High'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 High'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
CYBIX CDHIX CDHAX CDICX CDHRX CDSRX CDSIX CVMAX CVMRX CVMIX
 0.04 
 24.40 
Calvert
 0.14 
 29.62 
Calvert
 0.14 
 29.22 
Calvert
 0.06 
 15.53 
Calvert
 0.14 
 29.56 
Calvert
 0.06 
 15.69 
Calvert
 0.06 
 15.69 
Calvert
 0.06 
 17.45 
Calvert
 0.69 
 17.55 
Calvert
 0.11 
 17.61 
Calvert
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
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(Average Analysts Consensus)
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(90 Days Macroaxis Advice)
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Period Momentum Indicator
Rate Of Daily Change
Day Median Price
Price Action Indicator
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Information Ratio
Value At Risk

Calvert High Competition Performance Charts

Five steps to successful analysis of Calvert High Competition

Calvert High'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 High Yield in relation to its competition. Calvert High's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Calvert High 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 High's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Calvert High Yield, 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 High position

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Healthcare
Healthcare Theme
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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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