Calvert High Yield Fund Quote
| CHBCX Fund | USD 25.14 0.01 0.04% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Calvert High is trading at 25.14 as of the 2nd of January 2025; that is 0.04 percent increase since the beginning of the trading day. The fund's open price was 25.13. Calvert High has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of December 2024 and ending today, the 2nd of January 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in high-yield, high-risk bonds, also known as junk bonds . It invests primarily in high-yield, high-risk bonds, with varying maturities, including distressed securities that are in default. More on Calvert High Yield
Moving together with Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Funds, High Yield Bond Funds, High Yield Bond, Calvert Research and Management (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of June 2023 |
| Fiscal Year End | September |
Calvert High Yield [CHBCX] is traded in USA and was established 2nd of January 2025. Calvert High is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Calvert Research and Management family. This fund currently has accumulated 433.38 M in assets under management (AUM) with minimum initial investment of 1 K. Calvert High Yield is currently producing year-to-date (YTD) return of 6.04% with the current yeild of 0.05%, while the total return for the last 3 years was 1.01%.
Check Calvert High Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert High Yield Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Calvert High Yield Risk Profiles
| Mean Deviation | 0.1023 | |||
| Standard Deviation | 0.1378 | |||
| Variance | 0.019 | |||
| Risk Adjusted Performance | (0.09) |
Calvert High Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert High 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 High security.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |