Calvert Moderate Allocation Fund Price on November 15, 2024
| CMAAX Fund | USD 22.77 0.04 0.18% |
Below is the normalized historical share price chart for Calvert Moderate Allocation extending back to April 29, 2005. 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 Moderate stands at 22.77, as last reported on the 16th of December 2024, with the highest price reaching 22.77 and the lowest price hitting 22.77 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 Moderate All secures Sharpe Ratio (or Efficiency) of 0.0639, which signifies that the fund had a 0.0639% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Calvert Moderate Allocation, which you can use to evaluate the volatility of the entity. Please confirm Calvert Moderate's Mean Deviation of 0.3342, risk adjusted performance of 0.0589, and Downside Deviation of 0.4097 to double-check if the risk estimate we provide is consistent with the expected return of 0.0264%.
Calvert Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Calvert |
Sharpe Ratio = 0.0639
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| Negative Returns | CMAAX |
Estimated Market Risk
| 0.41 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 5 95% of assets perform better |
Based on monthly moving average Calvert Moderate is performing at about 5% 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 Moderate by adding it to a well-diversified portfolio.
Calvert Moderate Valuation on November 15, 2024
It is possible to determine the worth of Calvert Moderate on a given historical date. On November 15, 2024 Calvert was worth 22.34 at the beginning of the trading date compared to the closed value of 22.34. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Calvert Moderate mutual fund. Still, in general, we apply an absolute valuation method to find Calvert Moderate'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 Moderate where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Calvert Moderate's related companies.
| Open | High | Low | Close | Volume | |
| 22.50 | 22.50 | 22.50 | 22.50 | 1.00 | |
11/15/2024 | 22.34 | 22.34 | 22.34 | 22.34 | 1.00 |
| 22.41 | 22.41 | 22.41 | 22.41 | 1.00 |
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Calvert Moderate Trading Date Momentum on November 15, 2024
| On November 18 2024 Calvert Moderate Allocation was traded for 22.41 at the closing time. The highest daily price throughout the period was 22.41 and the lowest price was 22.41 . There was no trading activity during the period 1.0. Lack of trading volume on 11/18/2024 added to the next day price jump. The overall trading delta to closing price of the next trading day was 0.31% . The overall trading delta to current closing price is 1.92% . |
Calvert Moderate All Fundamentals Correlations and Trends
By evaluating Calvert Moderate'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 Moderate'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 Moderate Mutual Fund history
Calvert Moderate 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 Moderate All 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 Moderate stock prices may prove useful in developing a viable investing in Calvert Moderate
The fund is a fund of funds that seeks to achieve its investment objectives by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 50-80 percent of its net assets in funds that invest primarily in equity securities and 20 percent to 50 percent of its net assets in funds that invest primarily in income securities. The fund may also invest 0 percent to 10 percent of its net assets in cash and short-term money market instruments.
Calvert Moderate Mutual Fund Technical Analysis
Calvert Moderate 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 Moderate Period Price Range
Low | December 16, 2024
| High |
0.00 | 0.00 |
Calvert Moderate Allocation 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 Moderate December 16, 2024 Market Strength
Market strength indicators help investors to evaluate how Calvert Moderate 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 Moderate shares will generate the highest return on investment. By undertsting and applying Calvert Moderate mutual fund market strength indicators, traders can identify Calvert Moderate Allocation entry and exit signals to maximize returns
Calvert Moderate Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Calvert Moderate'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 | 0.0589 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.15) | |||
| Treynor Ratio | 0.0623 |
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| Volume Indicators |
Other Information on Investing in Calvert Mutual Fund
Calvert Moderate 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 Moderate security.
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