Calvert Income Financial Statements From 2010 to 2024
| CFICX Fund | USD 15.16 0.04 0.26% |
Check Calvert Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Calvert Income's main balance sheet or income statement drivers, such as , as well as many indicators such as . Calvert financial statements analysis is a perfect complement when working with Calvert Income Valuation or Volatility modules.
Calvert |
Calvert Income Fund Mutual Fund Three Year Return Analysis
Calvert Income's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Calvert Income Three Year Return | (0.89) % |
Most of Calvert Income's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Calvert Income Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Calvert Income Fund has a Three Year Return of -0.8876%. This is much lower than that of the Calvert Research and Management family and significantly lower than that of the Corporate Bond category. The three year return for all United States funds is notably higher than that of the company.
Calvert Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Income's current stock value. Our valuation model uses many indicators to compare Calvert Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Income competition to find correlations between indicators driving Calvert Income's intrinsic value. More Info.Calvert Income Fund 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 789.68 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 Income's earnings, one of the primary drivers of an investment's value.About Calvert Income Financial Statements
Calvert Income investors use historical fundamental indicators, such as Calvert Income's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Calvert Income. Please read more on 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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Calvert Mutual Fund
Calvert Income 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 Income security.
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