Calvert Large Cap Fund Year To Date Return
Calvert Large Cap fundamentals help investors to digest information that contributes to Calvert Large's financial success or failures. It also enables traders to predict the movement of Calvert Mutual Fund. The fundamental analysis module provides a way to measure Calvert Large's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Calvert Large mutual fund.
Calvert |
Calvert Large Cap Mutual Fund Year To Date Return Analysis
Calvert Large's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Calvert Large Year To Date Return | 3.56 % |
Most of Calvert Large's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Calvert Large Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
CompetitionIn accordance with the company's disclosures, Calvert Large Cap has a Year To Date Return of 3.56%. This is much higher than that of the Category family and notably higher than that of the Family category. The year to date return for all United States funds is notably lower than that of the firm.
Calvert Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Calvert Large's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Calvert Large could also be used in its relative valuation, which is a method of valuing Calvert Large by comparing valuation metrics of similar companies.Calvert Large is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Calvert Large
The fund consists of 98.96% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Calvert Large's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Calvert Fundamentals
| Price To Earning | 15.60 X | |||
| Price To Book | 2.70 X | |||
| Price To Sales | 1.37 X | |||
| Annual Yield | 1.76 % | |||
| Year To Date Return | 3.56 % | |||
| One Year Return | 11.52 % | |||
| Three Year Return | 14.32 % | |||
| Five Year Return | 12.69 % | |||
| Ten Year Return | 6.27 % | |||
| Net Asset | 103.47 M | |||
| Minimum Initial Investment | 2 K | |||
| Holdings Turnover | 17.00 % | |||
| Cash Position Weight | 1.02 % | |||
| Equity Positions Weight | 98.96 % |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
Other Consideration for investing in Calvert Mutual Fund
If you are still planning to invest in Calvert Large Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Calvert Large's history and understand the potential risks before investing.
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