Calvert Capital Accumulation Fund Price on March 31, 2023
| CCAFX Fund | USD 40.32 0.23 0.57% |
Below is the normalized historical share price chart for Calvert Capital Accumulation extending back to October 17, 1995. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Calvert Capital stands at 40.32, as last reported on the 12th of December 2024, with the highest price reaching 40.32 and the lowest price hitting 40.32 during the day.
If you're considering investing in Calvert Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Calvert Mutual Fund to be very steady. Calvert Capital Accu secures Sharpe Ratio (or Efficiency) of 0.11, which signifies that the fund had a 0.11% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Calvert Capital Accumulation, which you can use to evaluate the volatility of the entity. Please confirm Calvert Capital's Mean Deviation of 0.5442, risk adjusted performance of 0.1012, and Downside Deviation of 0.5773 to double-check if the risk estimate we provide is consistent with the expected return of 0.0778%.
Calvert Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Calvert |
Sharpe Ratio = 0.1114
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Estimated Market Risk
| 0.7 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Calvert Capital is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Calvert Capital by adding it to a well-diversified portfolio.
Calvert Capital Valuation on March 31, 2023
It is possible to determine the worth of Calvert Capital on a given historical date. On March 31, 2023 Calvert was worth 33.03 at the beginning of the trading date compared to the closed value of 33.03. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Calvert Capital mutual fund. Still, in general, we apply an absolute valuation method to find Calvert Capital's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Calvert Capital where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Calvert Capital's related companies.
| Open | High | Low | Close | Volume | |
| 32.53 | 32.53 | 32.53 | 32.53 | 1.00 | |
03/31/2023 | 33.03 | 33.03 | 33.03 | 33.03 | 1.00 |
| 32.87 | 32.87 | 32.87 | 32.87 | 1.00 |
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Calvert Capital Trading Date Momentum on March 31, 2023
| On April 03 2023 Calvert Capital Accumulation was traded for 32.87 at the closing time. The highest daily price throughout the period was 32.87 and the lowest price was 32.87 . There was no trading activity during the period 1.0. Lack of trading volume on 04/03/2023 added to the next day price reduction. The overall trading delta to closing price of the next trading day was 0.48% . The overall trading delta to current closing price is 1.48% . |
Calvert Capital Accu Fundamentals Correlations and Trends
By evaluating Calvert Capital's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Calvert Capital's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Calvert financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Calvert Capital Mutual Fund history
Calvert Capital investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Calvert is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Calvert Capital Accu will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Calvert Capital stock prices may prove useful in developing a viable investing in Calvert Capital
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in common stocks of mid-capitalization companies. The advisor defines mid-cap companies as those whose market capitalization falls within the range of the Russell Midcap Index at the time of investment. Although primarily investing in mid-cap U.S. companies, the fund may also invest in small-cap companies. It may invest in publicly-traded real estate investment trusts. The fund may also invest up to 25 percent of its net assets in foreign securities.
Calvert Capital Mutual Fund Technical Analysis
Calvert Capital technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Calvert Capital Period Price Range
Low | December 12, 2024
| High |
0.00 | 0.00 |
Calvert Capital Accumulation cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Calvert Capital December 12, 2024 Market Strength
Market strength indicators help investors to evaluate how Calvert Capital mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Calvert Capital shares will generate the highest return on investment. By undertsting and applying Calvert Capital mutual fund market strength indicators, traders can identify Calvert Capital Accumulation entry and exit signals to maximize returns
Calvert Capital Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Calvert Capital's price direction in advance. Along with the technical and fundamental analysis of Calvert Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Calvert to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1012 | |||
| Jensen Alpha | 0.073 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.6466 |
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Other Information on Investing in Calvert Mutual Fund
Calvert Capital 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 Capital security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |