Calvert Smallcap Fund6 Fund Manager Performance Evaluation
| CALRX Fund | USD 37.51 0.31 0.83% |
The fund shows a Beta (market volatility) of 1.31, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Calvert Smallcap will likely underperform.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Calvert Smallcap Fund6 has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Calvert Smallcap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio | 0.8600 |
Calvert |
Calvert Smallcap Relative Risk vs. Return Landscape
If you would invest 3,733 in Calvert Smallcap Fund6 on September 27, 2024 and sell it today you would earn a total of 18.00 from holding Calvert Smallcap Fund6 or generate 0.48% return on investment over 90 days. Calvert Smallcap Fund6 is currently producing 0.0144% returns and takes up 1.1742% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Calvert, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Calvert Smallcap Current Valuation
Fairly Valued
Today
Please note that Calvert Smallcap's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calvert Smallcap Fund6 shows a prevailing Real Value of $37.75 per share. The current price of the fund is $37.51. We determine the value of Calvert Smallcap Fund6 from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Calvert Smallcap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Smallcap's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 37.51 | Real 37.75 | Hype 37.53 | Naive 36.79 |
The intrinsic value of Calvert Smallcap's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Calvert Smallcap's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Calvert Smallcap Fund6 helps investors to forecast how Calvert mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Calvert Smallcap more accurately as focusing exclusively on Calvert Smallcap's fundamentals will not take into account other important factors: Calvert Smallcap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Smallcap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert Smallcap Fund6, and traders can use it to determine the average amount a Calvert Smallcap's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0122
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CALRX |
Estimated Market Risk
| 1.17 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Calvert Smallcap is not performing at its full potential. However, 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 Smallcap by adding Calvert Smallcap to a well-diversified portfolio.
Calvert Smallcap Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Smallcap, and Calvert Smallcap fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Calvert Mutual Fund performance.
| Total Asset | 2.75 B | ||||
About Calvert Smallcap Performance
Evaluating Calvert Smallcap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Smallcap has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Calvert Smallcap has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in common stocks of small companies. The manager defines small companies as those whose market capitalization falls within the range of the Russell 2000 Index at the time of investment. The fund may also invest up to 25 percent of its net assets in foreign securities.Things to note about Calvert Smallcap Fund6 performance evaluation
Checking the ongoing alerts about Calvert Smallcap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Smallcap Fund6 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 99.35% of its assets under management (AUM) in equities |
- Analyzing Calvert Smallcap's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Calvert Smallcap's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Smallcap's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Calvert Smallcap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Smallcap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Smallcap's mutual fund. These opinions can provide insight into Calvert Smallcap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Smallcap 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 Smallcap security.
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