Calvert Large Financials
| CFJAX Fund | USD 34.27 0.05 0.15% |
Calvert |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Calvert Large Fund Summary
Calvert Large competes with Vy Blackrock, Pimco Inflation, Altegris Futures, Abbey Capital, and Asg Managed. The manager employs a passive management strategy designed to track, as closely as possible, the performance of the index. The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95 percent of its net assets, including borrowings for investment purposes, in securities contained in the index.Specialization | Large Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US13162A4013 |
| Business Address | Calvert Social Index |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Large Key Financial Ratios
Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Large's current stock value. Our valuation model uses many indicators to compare Calvert Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Large competition to find correlations between indicators driving Calvert Large's intrinsic value. More Info.Calvert Large Cap is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 570.86 of Year To Date Return per Annual Yield. 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 Large's earnings, one of the primary drivers of an investment's value.Calvert Large Cap Systematic Risk
Calvert Large's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Large volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was sixty with a total number of output elements of one. The Beta measures systematic risk based on how returns on Calvert Large Cap correlated with the market. If Beta is less than 0 Calvert Large generally moves in the opposite direction as compared to the market. If Calvert Large Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Large Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Large is generally in the same direction as the market. If Beta > 1 Calvert Large moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Large December 24, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Large help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Large Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Large Cap based on widely used predictive technical indicators. In general, we focus on analyzing Calvert Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Calvert Large's daily price indicators and compare them against related drivers.
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 9.3 | |||
| Value At Risk | (1.29) | |||
| Potential Upside | 1.11 |
Other Information on Investing in Calvert Mutual Fund
Calvert Large 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 Large security.
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