Calvert Capital Accumulation Fund Manager Performance Evaluation
| CCPIX Fund | USD 46.41 0.35 0.76% |
The fund shows a Beta (market volatility) of 0.92, which signifies possible diversification benefits within a given portfolio. Calvert Capital returns are very sensitive to returns on the market. As the market goes up or down, Calvert Capital is expected to follow.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Calvert Capital Accumulation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Calvert Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 0.9300 |
Calvert |
Calvert Capital Relative Risk vs. Return Landscape
If you would invest 4,810 in Calvert Capital Accumulation on September 26, 2024 and sell it today you would lose (169.00) from holding Calvert Capital Accumulation or give up 3.51% of portfolio value over 90 days. Calvert Capital Accumulation is currently producing negative expected returns and takes up 0.9422% volatility of returns over 90 trading days. Put another way, 8% 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 Capital Current Valuation
Fairly Valued
Today
Please note that Calvert Capital's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calvert Capital Accu shows a prevailing Real Value of $46.85 per share. The current price of the fund is $46.41. We determine the value of Calvert Capital Accu 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 Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Capital'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 46.41 | Real 46.85 | Hype 46.41 |
The intrinsic value of Calvert Capital'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 Capital'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 Capital Accumulation 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 Capital more accurately as focusing exclusively on Calvert Capital's fundamentals will not take into account other important factors: Calvert Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert Capital Accumulation, and traders can use it to determine the average amount a Calvert Capital'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 = -0.0556
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CCPIX |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Calvert Capital 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 Capital by adding Calvert Capital to a well-diversified portfolio.
Calvert Capital Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Capital, and Calvert Capital 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.
| Price To Earning | 18.37 X | ||||
| Price To Book | 2.45 X | ||||
| Price To Sales | 1.51 X | ||||
| Total Asset | 101.65 M | ||||
About Calvert Capital Performance
Evaluating Calvert Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Capital 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 Capital 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 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.Things to note about Calvert Capital Accu performance evaluation
Checking the ongoing alerts about Calvert Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Capital Accu help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calvert Capital Accu generated a negative expected return over the last 90 days | |
| The fund holds 98.68% of its assets under management (AUM) in equities |
- Analyzing Calvert Capital'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 Capital's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Capital'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 Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Capital's mutual fund. These opinions can provide insight into Calvert Capital's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Commodity Directory Find actively traded commodities issued by global exchanges |