Calvert Emerging Markets Fund Manager Performance Evaluation
| CEMAX Fund | USD 11.88 0.04 0.34% |
The fund shows a Beta (market volatility) of 0.18, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Calvert Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calvert Emerging is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Calvert Emerging Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Calvert Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreCalvert |
Calvert Emerging Relative Risk vs. Return Landscape
If you would invest 1,265 in Calvert Emerging Markets on September 13, 2024 and sell it today you would lose (77.00) from holding Calvert Emerging Markets or give up 6.09% of portfolio value over 90 days. Calvert Emerging Markets is currently producing negative expected returns and takes up 0.732% volatility of returns over 90 trading days. Put another way, 6% 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 Emerging Current Valuation
Fairly Valued
Today
Please note that Calvert Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Calvert Emerging Markets shows a prevailing Real Value of $12.02 per share. The current price of the fund is $11.88. We determine the value of Calvert Emerging Markets 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 Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Emerging'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 11.88 | Real 12.02 | Hype 11.88 | Naive 11.98 |
The intrinsic value of Calvert Emerging'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 Emerging'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 Emerging Markets 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 Emerging more accurately as focusing exclusively on Calvert Emerging's fundamentals will not take into account other important factors: Calvert Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert Emerging Markets, and traders can use it to determine the average amount a Calvert Emerging'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 = -0.1325
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| Negative Returns | CEMAX |
Estimated Market Risk
| 0.73 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Calvert Emerging 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 Emerging by adding Calvert Emerging to a well-diversified portfolio.
Calvert Emerging Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Emerging, and Calvert Emerging 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.
About Calvert Emerging Performance
Evaluating Calvert Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Emerging 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 Emerging 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.
Under normal market conditions, at least 80 percent of the funds assets will be invested in equity securities of companies located in emerging market countries. The Sub-Adviser seeks to construct a focused portfolio of approximately 40 to 60 equity securities designed to take advantage of thematic opportunities in emerging markets. It is non-diversified.Things to note about Calvert Emerging Markets performance evaluation
Checking the ongoing alerts about Calvert Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calvert Emerging generated a negative expected return over the last 90 days | |
| Calvert Emerging Markets has annual holdings turnover of about 142.0% suggesting active trading | |
| This fund holds roughly 33.96% of its assets under management (AUM) in cash |
- Analyzing Calvert Emerging'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 Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Emerging'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 Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Emerging's mutual fund. These opinions can provide insight into Calvert Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Emerging 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 Emerging security.
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