Calvert Focused Financials
| CRFCX Fund | USD 11.40 0.08 0.70% |
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 Focused Fund Summary
Calvert Focused competes with Calvert Developed, Calvert Developed, Calvert Short, Calvert International, and Calvert Short. Under normal market conditions, the fund invests primarily in large-cap companies, but may invest in common stocks of companies of any market capitalization, including smaller companies. It may invest up to 25 percent of its total assets in foreign securities, some of which may be issued by companies domiciled in emerging market countries, and may also invest in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market .Specialization | Large Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 345 6611 |
| Currency | USD - US Dollar |
Calvert Focused Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Focused's current stock value. Our valuation model uses many indicators to compare Calvert Focused value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Focused competition to find correlations between indicators driving Calvert Focused's intrinsic value. More Info.Calvert Focused Value 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 3,576 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 Focused's earnings, one of the primary drivers of an investment's value.Calvert Focused Value Systematic Risk
Calvert Focused's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Focused 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Calvert Focused Value correlated with the market. If Beta is less than 0 Calvert Focused generally moves in the opposite direction as compared to the market. If Calvert Focused Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Focused Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Focused is generally in the same direction as the market. If Beta > 1 Calvert Focused moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Focused December 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Focused help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Focused Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Focused Value 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 Focused's daily price indicators and compare them against related drivers.
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 7.45 | |||
| Value At Risk | (1.01) | |||
| Potential Upside | 1.15 |
Other Information on Investing in Calvert Mutual Fund
Calvert Focused 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 Focused security.
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