CALVERT UNCONSTRAINED Competition

CUBAX Fund

USD 14.88 -0.06 -0.40%

The fund is listed under the Multisector Bond category and is part of the Calvert Research and Management family. Calvert Unconstrained competes with WESTCORE PLUS, JANUS SHORT-TERM, JANUS SHORT-TERM, CORE BOND, and BlackRock Commodity and other related companies. This provides context for comparative analysis. Peer comparison for CALVERT UNCONSTRAINED provides quick context before deeper valuation work.

CALVERT UNCONSTRAINED vs GUGGENHEIM FLOATING Correlation Overview

Very good diversification

For the present investment horizon, the measured correlation between CUBAX and GIFAX stands at -0.34, or Very good diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving together with CALVERT Mutual Fund

0.94	CDHIX	Calvert Developed Market	Pair Corr
0.96	CDHAX	Calvert Developed Market	Pair Corr
0.97	CDICX	Calvert Short Duration	Pair Corr
0.94	CDHRX	Calvert International	Pair Corr
0.96	CDSRX	Calvert Short Duration	Pair Corr

Moving against CALVERT Mutual Fund

0.58

CEYIX

Calvert Equity Portfolio

Pair Corr

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of CALVERT UNCONSTRAINED's price to converge to an average value over time is called mean reversion.

Hype

Prediction

Low	Estimated	High
14.75	14.88	15.01

Details

Intrinsic

Valuation

Low	Real	High
14.77	14.90	15.03

Details

Naive

Forecast

Low	Next	High
14.70	14.83	14.95

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
14.90	14.98	15.07

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as CALVERT UNCONSTRAINED. Your research has to be compared to or analyzed against CALVERT UNCONSTRAINED's peers to derive any actionable benefits.

CALVERT UNCONSTRAINED Competition Correlation Matrix

Correlation analysis between Calvert Unconstrained Bond and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	WTIBX	JASBX	JSHNX	EXCRX	BICSX	BUFHX	PRXCX	GIFCX	GIFIX	GIFAX
WTIBX		0.82	0.82	0.99	0.75	0.75	0.93	-0.65	-0.53	-0.58	WTIBX
JASBX	0.82		0.96	0.78	0.8	0.76	0.91	-0.5	-0.32	-0.42	JASBX
JSHNX	0.82	0.96		0.77	0.79	0.75	0.9	-0.49	-0.32	-0.41	JSHNX
EXCRX	0.99	0.78	0.77		0.7	0.65	0.9	-0.72	-0.62	-0.66	EXCRX
BICSX	0.75	0.8	0.79	0.7		0.76	0.8	-0.63	-0.47	-0.5	BICSX
BUFHX	0.75	0.76	0.75	0.65	0.76		0.77	-0.24	-0.08	-0.1	BUFHX
PRXCX	0.93	0.91	0.9	0.9	0.8	0.77		-0.6	-0.45	-0.51	PRXCX
GIFCX	-0.65	-0.5	-0.49	-0.72	-0.63	-0.24	-0.6		0.98	0.94	GIFCX
GIFIX	-0.53	-0.32	-0.32	-0.62	-0.47	-0.08	-0.45	0.98		0.94	GIFIX
GIFAX	-0.58	-0.42	-0.41	-0.66	-0.5	-0.1	-0.51	0.94	0.94		GIFAX
	WTIBX	JASBX	JSHNX	EXCRX	BICSX	BUFHX	PRXCX	GIFCX	GIFIX	GIFAX

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High positive correlations

EXCRX	+ 0.99	WTIBX
GIFIX	+ 0.98	GIFCX
JSHNX	+ 0.96	JASBX
GIFAX	+ 0.94	GIFCX
GIFAX	+ 0.94	GIFIX
PRXCX	+ 0.93	WTIBX

High negative correlations

GIFCX	- 0.72	EXCRX
GIFAX	- 0.66	EXCRX
GIFCX	- 0.65	WTIBX
GIFCX	- 0.63	BICSX
GIFIX	- 0.62	EXCRX
GIFCX	- 0.6	PRXCX

Risk-Adjusted Indicators

There is a big difference between CALVERT Mutual Fund performing well and CALVERT UNCONSTRAINED Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze CALVERT UNCONSTRAINED's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
WTIBX	0.15	0.00	0.17	-0.10	0.16	-0.20	0.32	-0.32	1.04
JASBX	0.08	0.00	0.12	0.04	0.04	-0.35	0.35	-0.35	0.70
JSHNX	0.06	0.00	0.00	-0.05	0.00	0.00	0.35	-0.35	0.70
EXCRX	0.16	-0.01	0.17	-0.24	0.18	-0.21	0.32	-0.32	0.96
BICSX	0.93	0.29	0.22	-1.43	1.31	-0.98	1.72	-2.07	5.83
BUFHX	0.10	0.00	0.26	0.00	0.05	-0.15	0.19	-0.19	0.76
PRXCX	0.10	0.01	0.18	0.11	0.10	-0.14	0.19	-0.37	0.93
GIFCX	0.08	-0.02	0.00	-7.97	0.00	0.00	0.30	-0.22	0.78
GIFIX	0.08	-0.02	0.00	2.97	0.00	0.00	0.31	-0.17	0.87
GIFAX	0.07	-0.02	0.00	3.03	0.00	0.00	0.31	-0.22	0.82

CALVERT UNCONSTRAINED Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	CUBAX	WTIBX	JASBX	JSHNX	EXCRX	BICSX	BUFHX	PRXCX	GIFCX	GIFIX
	0.40 14.88 CALVERT	0.11 9.49 WESTCORE	0.34 2.89 JANUS	0.35 2.87 JANUS	0.22 9.25 CORE	0.81 12.51 BlackRock	0.19 10.44 BUFFALO	0.19 10.74 CALIFORNIA	0.09 22.99 GUGGENHEIM	0.09 23.02 GUGGENHEIM
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Mild	Soft	Contained	Contained	Weak	Constructive	Contained	Contained	Weak	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Cautious Hold	Cautious Hold	Sell	Cautious Hold	Hold	Hold	Hold	Sell	Cautious Hold
Net Asset	822.14 M	734.29 M	726.15 M	1.49 B	634.04 M	1.12 B	672.76 M	772.23 M	550.07 M	550.07 M
Minimum Initial Investment	N/A	N/A	N/A	1000 K	N/A	2 M	N/A	2.5 K	N/A	N/A
Price To Book	N/A	N/A	N/A	N/A	N/A	1.61	N/A	N/A	N/A	N/A
Five Year Return	4.14	1.03	2.26	2.43	0.0879	13.89	4.99	1.32	4.13	5.11
One Year Return	6.33	6.01	4.93	5.18	4.72	44.17	4.68	3.66	2.23	2.72
Last Dividend Paid	0.03	0.02	N/A	N/A	0.03	0.19	0.04	0.02	0.06	0.08
Price To Earning	N/A	N/A	N/A	N/A	N/A	22.17	N/A	N/A	N/A	N/A
Price To Sales	N/A	N/A	N/A	N/A	N/A	1.15	N/A	N/A	N/A	N/A
Cash Position Weight	3.76	0.94	3.94	7.44	2.34	27.85	4.2	0.44	3.58	3.58
Equity Positions Weight	N/A	N/A	N/A	0.25	N/A	47.27	N/A	N/A	N/A	N/A
Three Year Return	6.93	5.5	5.37	5.62	4.11	16.96	8.07	4.34	5.55	6.45
Annual Yield	0.0467	0.0405	0.0446	0.0469	0.0412	0.0261	0.0699	0.0052	0.0589	0.0682
Year To Date Return	0.5	0.99	0.48	0.52	0.86	19.32	0.53	1.1	0.21	0.24
Bond Positions Weight	7.09	3.87	7.12	89.52	5.39	22.58	7.11	99.56	20.78	20.78
Ten Year Return	N/A	4.19	1.76	1.99	4.04	N/A	5.1	4.21	N/A	N/A
Daily Balance Of Power	0	0	0	0	0	9.2 T	0	9.2 T	0	0
Day Typical Price	14.88	9.49	2.89	2.87	9.25	12.51	10.44	10.74	22.99	23.02
Period Momentum Indicator	-0.06	-0.01	-0.01	-0.01	-0.02	0.1	-0.02	0.02	-0.02	-0.02
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.01	1.0	1.0	1.0	1.0
Day Median Price	14.88	9.49	2.89	2.87	9.25	12.51	10.44	10.74	22.99	23.02
Price Action Indicator	-0.03	-0.01	-0.01	-0.01	-0.01	0.05	-0.01	0.01	-0.01	-0.01
Coefficient Of Variation	2412.33	3046.66	1506.51	1276.14	5954.85	386.25	1341.47	1110.4	-1,349	-2,680
Mean Deviation	0.0872	0.1506	0.0816	0.0616	0.1635	0.9251	0.0996	0.1011	0.0765	0.0796
Jensen Alpha	-0.0037	-0.0019	0.0014	0.0	-0.01	0.2946	0.0047	0.0061	-0.02	-0.02
Total Risk Alpha	0.0022	0.0079	0.0097	0.0084	0.0052	0.3725	0.0081	0.0133	-0.01	-0.01
Sortino Ratio	0.264	0.1691	0.1201	N/A	0.1686	0.2166	0.2597	0.177	N/A	N/A
Downside Variance	0.023	0.06	0.1434	N/A	0.0517	2.6	0.0302	0.077	N/A	N/A
Standard Deviation	0.1249	0.2011	0.1604	0.1364	0.208	1.21	0.138	0.1588	0.1231	0.1383
Kurtosis	2.6	0.5373	1.93	3.93	-0.15	1.77	1.14	3.68	5.64	7.58
Potential Upside	0.1351	0.3158	0.3472	0.3497	0.3222	1.72	0.1929	0.1867	0.3032	0.3051
Treynor Ratio	-0.20	-0.10	0.0386	-0.05	-0.24	-1.43	0.0029	0.1061	-7.97	2.97
Maximum Drawdown	0.6652	1.04	0.6957	0.7005	0.9647	5.83	0.763	0.9276	0.7784	0.8672
Variance	0.0156	0.0404	0.0257	0.0186	0.0433	1.47	0.019	0.0252	0.0151	0.0191
Market Risk Adjusted Performance	-0.19	-0.09	0.0486	-0.04	-0.23	-1.42	0.0129	0.1161	-7.96	2.98
Risk Adjusted Performance	-0.02	-0.0034	0.0132	0.014	-0.01	0.2093	0.0117	0.0315	-0.11	-0.08
Skewness	0.0328	-0.21	0.1277	0.3056	0.0528	-1.16	0.0963	-1.04	1.64	2.16
Semi Deviation	0.0859	0.1645	0.0417	N/A	0.1757	1.31	0.052	0.0982	N/A	N/A
Information Ratio	0.3204	0.2061	0.2835	0.3337	0.1843	0.2876	0.3269	0.3094	0.2089	0.2145
Value At Risk	-0.20	-0.32	-0.35	-0.35	-0.32	-2.07	-0.19	-0.37	-0.22	-0.17
Expected Short fall	-0.11	-0.20	-0.35	N/A	-0.21	-0.98	-0.15	-0.14	N/A	N/A
Downside Deviation	0.1515	0.2449	0.3786	N/A	0.2274	1.61	0.1737	0.2775	N/A	N/A
Semi Variance	0.0074	0.0271	0.0017	N/A	0.0309	1.71	0.0027	0.0096	N/A	N/A

Peer Performance Charts

How to Analyze CALVERT UNCONSTRAINED Against Peers

CALVERT UNCONSTRAINED's peer analysis compares CALVERT UNCONSTRAINED with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether CALVERT UNCONSTRAINED trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where CALVERT UNCONSTRAINED leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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CALVERT UNCONSTRAINED Competition

CALVERT UNCONSTRAINED vs GUGGENHEIM FLOATING Correlation Overview

Very good diversification

Moving together with CALVERT Mutual Fund

Moving against CALVERT Mutual Fund

Specify up to 10 symbols:

CALVERT UNCONSTRAINED Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

CALVERT UNCONSTRAINED Competitive Analysis

Peer Performance Charts

How to Analyze CALVERT UNCONSTRAINED Against Peers

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