Calvert Long-Term Financials Overview
| CLDIX Fund | USD 15.69 -0.05 -0.32% |
Key indicators impacting Calvert Long-Term's Profitability
Treynor Ratio -0.35 | Sharpe Ratio -0.06 | Information Ratio 0.18201995 |
Calvert |
Historical performance data for Calvert Long-Term is provided for informational purposes only. Past returns reflect a specific market environment that may not repeat. Economic and market conditions can change materially from those that generated past returns. Changes in interest rates, market conditions, and strategy execution all affect future outcomes.
Calvert Long-Term Fund Summary
Calvert Long-Term competes with KINETICS PARADIGM, TOUCHSTONE SUSTAINABILITY, NUVEEN REAL, FIDELITY FREEDOM, and HIGHLAND MERGER. The fund typically invests at least 80 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 5 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 U.S. dollar-denominated foreign debt securities and American Depositary Receipts .Specialization | Intermediate Core Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1315823302 |
| Business Address | Calvert Fund |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Intermediate Core Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
Calvert Long-Term's financial disclosures paint a picture of how the business earns, spends, and invests its capital over time. Below is a breakdown of the most important line items across Calvert Long Term three primary financial statements. Regular review of this data captures shifts in Calvert Long Term financial trajectory as they develop.
Key Financial Ratios
The following ratios summarize Calvert Long-Term's financial standing across profitability, valuation, and balance sheet health, making it simpler to spot strengths and areas of concern.Financial Ratios Relationships
Cross-company financial ratios help determine Calvert Long-Term's valuation standing. Cross-referencing Calvert Long-Term's key ratios against peer benchmarks through ratio comparison sharpens the view on relative valuation and competitive positioning. More Info.Calvert Long Term Income ranks first in annual yield among similar funds. It also ranks first in year to date return among similar funds creating about 15.68 of Year To Date Return per Annual Yield. Relative valuation frameworks compare Calvert Long-Term across key financial ratios.Financial Metrics, Fundamentals & Methodology
Calvert Long-Term can be interpreted through category peers and mandate consistency. Liquidity profile can affect NAV stability during market stress.
Calvert Long Term Income ranks first in net asset among similar funds. Total Asset Under Management (AUM) of Intermediate Core Bond category is currently estimated at about 13.19 Billion. Calvert Long-Term holds roughly 1.24 Billion in net asset claiming about 9% of all funds under Intermediate Core Bond category.
Data shown for Calvert Long Term Income is aggregated from fund disclosures and market reference feeds and normalized across reporting formats. Source publication timing can introduce delays. Financial statement fields are presented under issuer-reported GAAP or IFRS accounting conventions.