CALVERT BALANCED Market Risk Adjusted Performance
| CBAIX Fund | | | USD 46.55 0.22 0.47% |
This module presents the Market Risk Adjusted Performance indicator for Calvert Balanced Portfolio using available market inputs. Coverage differences may occur across instruments and market segments. Review
Trending Equities to understand diversified portfolio construction. Clearer exposure analysis supports long-term portfolio balance. Portfolio tools allow users to monitor Calvert Balanced Portfolio alongside other positions. Portfolio views show how individual holdings contribute to aggregate returns. Broader economic conditions can influence Calvert Balanced Portfolio's mutual fund valuation — related indicators include
signals in gross domestic product.
Calvert Balanced Portfolio has current Market Risk Adjusted Performance of
-0.09.
MRAP | = | ER[a] + (1/BETA - 1) | X | ER[a] - RFR) |
| = | -0.09 | |
| ER[a] | = | Expected return on investing in CALVERT BALANCED |
| RFR | = | Risk Free Rate of return. Typically T-Bill Rate |
| BETA | = | Beta of the asset with market or selected benchmark. |
Market Risk Adjusted Performance Peers Comparison
Market Risk Adjusted Performance Relative To Other Indicators
Calvert Balanced Portfolio is rated
below average in market risk adjusted performance among similar funds. It is currently under evaluation in maximum drawdown among similar funds .
Other Technical Indicators