Calvert Smallcap Financials
| CALRX Fund | USD 37.51 0.31 0.83% |
Calvert |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Calvert Smallcap Fund Summary
Calvert Smallcap competes with Calvert Small, Calvert Large, Calvert Equity, and Calvert Large. The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in common stocks of small companies. The manager defines small companies as those whose market capitalization falls within the range of the Russell 2000 Index at the time of investment. The fund may also invest up to 25 percent of its net assets in foreign securities.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calvert Impact |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Smallcap Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Smallcap's current stock value. Our valuation model uses many indicators to compare Calvert Smallcap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Smallcap competition to find correlations between indicators driving Calvert Smallcap's intrinsic value. More Info.Calvert Smallcap Fund6 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 4,117 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 Smallcap's earnings, one of the primary drivers of an investment's value.Calvert Smallcap Fund6 Systematic Risk
Calvert Smallcap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Smallcap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Calvert Smallcap Fund6 correlated with the market. If Beta is less than 0 Calvert Smallcap generally moves in the opposite direction as compared to the market. If Calvert Smallcap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Smallcap Fund6 is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Smallcap is generally in the same direction as the market. If Beta > 1 Calvert Smallcap moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Smallcap December 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Smallcap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Smallcap Fund6. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Smallcap Fund6 based on widely used predictive technical indicators. In general, we focus on analyzing Calvert Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Calvert Smallcap's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.01 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 9.13 | |||
| Value At Risk | (1.41) | |||
| Potential Upside | 1.47 |
Other Information on Investing in Calvert Mutual Fund
Calvert Smallcap 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 Smallcap security.
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