Calvert Responsible Financials
| CGARX Fund | USD 26.50 0.39 1.45% |
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 Responsible Fund Summary
Calvert Responsible competes with Thrivent Natural, World Energy, Salient Mlp, Pimco Energy, and Vanguard Energy. The fund is a fund of funds that seeks to achieve its investment objective by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 80-100 percent of its net assets in funds that invest primarily in equity securities and up to 20 percent of its net assets in funds that invest primarily in income securities. The fund may also invest 0 percent to 10 percent of net assets in cash and short-term money market instruments.Specialization | Allocation--85%+ Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Allocation--85%+ Equity |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Responsible's current stock value. Our valuation model uses many indicators to compare Calvert Responsible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Responsible competition to find correlations between indicators driving Calvert Responsible's intrinsic value. More Info.Calvert Responsible Index is second largest fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 38.99 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 Responsible's earnings, one of the primary drivers of an investment's value.Calvert Responsible Index Systematic Risk
Calvert Responsible's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Responsible 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.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Calvert Responsible Index correlated with the market. If Beta is less than 0 Calvert Responsible generally moves in the opposite direction as compared to the market. If Calvert Responsible Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Responsible Index is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Responsible is generally in the same direction as the market. If Beta > 1 Calvert Responsible moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Responsible January 13, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Responsible help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Responsible Index. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Responsible Index 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 Responsible's daily price indicators and compare them against related drivers.
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 4.63 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 0.7568 |
Other Information on Investing in Calvert Mutual Fund
Calvert Responsible 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 Responsible security.
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