Calvert Tax Financials
| CTTCX Fund | USD 15.44 0.06 0.39% |
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 Tax Fund Summary
Calvert Tax competes with Gmo Resources, Icon Natural, Hennessy, Firsthand Alternative, and Dreyfus Natural. Under normal market conditions, at least 80 percent of the income from the fund will be exempt from federal income tax. At least 65 percent of the funds net assets normally will be invested in municipal obligations rated at least investment grade at the time of investment or, if unrated, determined by the investment adviser to be of at least investment grade quality. The fund may invest 25 percent or more of its total assets in certain types of municipal obligations and in one or more economic sectors.Specialization | Muni National Interm, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calvert Management Series |
| Mutual Fund Family | Calvert Investments |
| Mutual Fund Category | Muni National Interm |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Tax's current stock value. Our valuation model uses many indicators to compare Calvert Tax value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Tax competition to find correlations between indicators driving Calvert Tax's intrinsic value. More Info.Calvert Tax Free Responsible 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 4,524 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 Tax's earnings, one of the primary drivers of an investment's value.Calvert Tax Free Systematic Risk
Calvert Tax's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Tax 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 Tax Free correlated with the market. If Beta is less than 0 Calvert Tax generally moves in the opposite direction as compared to the market. If Calvert Tax Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Tax Free is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Tax is generally in the same direction as the market. If Beta > 1 Calvert Tax moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Tax December 12, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Tax help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Tax Free Responsible. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Tax Free Responsible 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 Tax's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3262 | |||
| Information Ratio | (0.53) | |||
| Maximum Drawdown | 1.37 | |||
| Value At Risk | (0.39) | |||
| Potential Upside | 0.3253 |
Other Information on Investing in Calvert Mutual Fund
Calvert Tax 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 Tax security.
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