Calvert Ultra-short Financials

CULAX Fund  USD 9.89  0.01  0.10%   
You can use Calvert Ultra Short fundamental data analysis to find out if markets are presently mispricing the fund. We were able to analyze thirteen available fundamental indicators for Calvert Ultra Short Income, which can be compared to its peers. The fund experiences a normal downward trend and little activity. Check odds of Calvert Ultra-short to be traded at $9.79 in 90 days.
  
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 Ultra-short Fund Summary

Calvert Ultra-short competes with Calvert Short, Calvert Bond, Calvert Balanced, Calvert Long-term, and Calvert Us. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its net assets in a portfolio of floating-rate securities and securities with durations of less than or equal to one year. The manager generally defines ultra-short duration securities as those with durations of less than or equal to one year.
Specialization
Ultrashort Bond, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS1315826115
Business AddressCalvert Fund
Mutual Fund FamilyCalvert Research and Management
Mutual Fund CategoryUltrashort Bond
BenchmarkDow Jones Industrial
Phone800 368 2745
CurrencyUSD - US Dollar

Calvert Ultra-short Key Financial Ratios

Calvert Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Calvert Ultra-short's current stock value. Our valuation model uses many indicators to compare Calvert Ultra-short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Ultra-short competition to find correlations between indicators driving Calvert Ultra-short's intrinsic value. More Info.
Calvert Ultra Short Income 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  35.95  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 Ultra-short's earnings, one of the primary drivers of an investment's value.

Calvert Ultra Short Systematic Risk

Calvert Ultra-short's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Ultra-short 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 Ultra Short correlated with the market. If Beta is less than 0 Calvert Ultra-short generally moves in the opposite direction as compared to the market. If Calvert Ultra-short Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Ultra Short is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Ultra-short is generally in the same direction as the market. If Beta > 1 Calvert Ultra-short moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Ultra Short Income is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Ultrashort Bond category is currently estimated at about 11.93 Billion. Calvert Ultra-short holds roughly 985.9 Million in net asset claiming about 8% of Ultrashort Bond category.

Calvert Ultra-short January 10, 2025 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Calvert Ultra-short help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Ultra Short Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Ultra Short Income 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 Ultra-short's daily price indicators and compare them against related drivers.

Other Information on Investing in Calvert Mutual Fund

Calvert Ultra-short 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 Ultra-short security.
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