CALVERT BALANCED Variance
| CBAIX Fund | | | USD 46.33 -0.18 -0.39% |
This module presents the Variance 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 Variance of 0.3085. Variance is another measure of security risk that shows the amount of dispersion of equity returns around their mean value. Variance is calculated as the average squared deviations from the mean. Evaluating a set of investment alternatives one can use variance to help determine the volatility when purchasing a specific security. Similar to Standard Deviation, the variance is a measure of how far a set of numbers is spread out around its mean.
Variance | = | SUM(RET DEV)2N |
| = | 0.3085 | |
| SUM | = | Summation notation |
| RET DEV | = | Actual returns deviation over selected period |
| N | = | Number of points for the period |
Variance Peers Comparison
Variance Relative To Other Indicators
Calvert Balanced Portfolio is rated
below average in variance among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about
7.90 of Maximum Drawdown per Variance. At
7.90 , Calvert Balanced Portfolio's Maximum Drawdown-to-Variance multiple reflects the spread between these metrics
Variance is also a measure of stock volatility and can help determine the risk an investor might take on when purchasing a specific security. A relatively big variance indicates that the daily prices or returns are far from the mean and a small variance indicates that they are located around the mean.
Compare CALVERT BALANCED to Peers
Other Technical Indicators