Calvert Equity Financial Statements From 2010 to 2024
| CSECX Fund | USD 32.95 0.28 0.86% |
Check Calvert Equity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Calvert Equity'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 Equity Valuation or Volatility modules.
Calvert |
Calvert Equity Portfolio Mutual Fund Annual Yield Analysis
Calvert Equity's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Calvert Equity Annual Yield | 0.0008 % |
Most of Calvert Equity's fundamental indicators, such as Annual Yield, 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 Equity Portfolio is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Calvert Equity Portfolio has an Annual Yield of 8.0E-4%. This is much higher than that of the Calvert Research and Management family and significantly higher than that of the Large Growth category. The annual yield for all United States funds is notably lower than that of the firm.
Calvert Equity Portfolio Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Equity's current stock value. Our valuation model uses many indicators to compare Calvert Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Equity competition to find correlations between indicators driving Calvert Equity's intrinsic value. More Info.Calvert Equity Portfolio is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.21 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calvert Equity Portfolio is roughly 4.73 . 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 Equity's earnings, one of the primary drivers of an investment's value.About Calvert Equity Financial Statements
Calvert Equity investors use historical fundamental indicators, such as Calvert Equity'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 Equity. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in equity securities . It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25 percent of its assets in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market .
Also Currently Popular
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 Equity 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 Equity security.
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |