Calvert Income Cash Position Weight vs. Three Year Return
| CIFCX Fund | USD 15.11 0.02 0.13% |
For Calvert Income profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calvert Income to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calvert Income Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calvert Income's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calvert Income Fund over time as well as its relative position and ranking within its peers.
CALVERT |
Calvert Income Three Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Income's current stock value. Our valuation model uses many indicators to compare Calvert Income value to that of its competitors to determine the firm's financial worth. Calvert Income Fund is the top fund in cash position weight among similar funds. It also is the top fund in three year return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Calvert Income's earnings, one of the primary drivers of an investment's value.CALVERT Three Year Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Calvert Income |
| = | 1.65 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Calvert Income |
| = | (1.70) % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CALVERT Three Year Return Comparison
Calvert Income is currently under evaluation in three year return among similar funds.
Calvert Income Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calvert Income, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calvert Income will eventually generate negative long term returns. The profitability progress is the general direction of Calvert Income's change in net profit over the period of time. It can combine multiple indicators of Calvert Income, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund typically invests at least 65 percent of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 35 percent of its net assets in below-investment grade, high-yield debt instruments , including distressed instruments that are in default. The fund may also invest up to 25 percent of its net assets in foreign debt securities.
CALVERT Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Calvert Income. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Calvert Income position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Calvert Income's important profitability drivers and their relationship over time.
Use Calvert Income in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Calvert Income position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Calvert Income will appreciate offsetting losses from the drop in the long position's value.Calvert Income Pair Trading
Calvert Income Fund Pair Trading Analysis
The ability to find closely correlated positions to Calvert Income could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calvert Income when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Calvert Income - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Calvert Income Fund to buy it.
The correlation of Calvert Income is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Calvert Income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calvert Income moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Calvert Income can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Calvert Income position
In addition to having Calvert Income in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Aggressive Defence
Macroaxis small cap, aggressive-outlook picks designed for investors that are willing to accept higher levels of risk to hedge exposure to above-average market volatility. The Aggressive Defence theme has 50 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Aggressive Defence Theme or any other thematic opportunities.
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Other Information on Investing in CALVERT Mutual Fund
To fully project Calvert Income's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calvert Income at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Calvert Income's income statement, its balance sheet, and the statement of cash flows.
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