Calvert Income Financials
| CIFCX Fund | USD 15.17 0.03 0.20% |
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 Income Fund Summary
Calvert Income competes with Tiaa Cref, American Funds, Inflation Linked, Ab Bond, and Aqr Managed. The investment seeks to maximize income, to the extent consistent with preservation of capital, through investment in bonds and income-producing securities. Calvert Income is traded on NASDAQ Exchange in the United States.Specialization | Corporate Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calvert Fund |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Corporate Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Income Key Financial Ratios
Calvert Financial Ratios 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 470.21 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.Calvert Income Systematic Risk
Calvert Income's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Income 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 twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Calvert Income correlated with the market. If Beta is less than 0 Calvert Income generally moves in the opposite direction as compared to the market. If Calvert Income Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Income is generally in the same direction as the market. If Beta > 1 Calvert Income moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Income March 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Income help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Income Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Income Fund 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 Income's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2917 | |||
| Information Ratio | 0.1116 | |||
| Maximum Drawdown | 1.29 | |||
| Value At Risk | (0.40) | |||
| Potential Upside | 0.404 |
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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