Calvert Developed Market Fund Manager Performance Evaluation

CDHAX Fund  USD 37.76  0.94  2.55%   
The fund shows a market beta of -0.28, which means very low measured sensitivity to broad market movements. As returns on the market increase, returns on Calvert Developed tend to move in the opposite direction, though by a smaller magnitude. During a bear market, however, Calvert Developed is likely to outperform the market.
Risk-Adjusted Performance
Soft
 
Weak
 
Strong
On a recent 90-day basis, Calvert Developed Market sits below 1% of comparable funds and fund portfolios in risk-adjusted performance. Used properly, the ranking helps separate absolute gains from efficient gains. Despite somewhat strong basic indicators, Calvert Developed is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Expense Ratio Date1st of February 2026
Expense Ratio0.5400
  

Relative Risk vs. Return Landscape

If you had invested $ 3,748 in Calvert Developed Market on December 25, 2025 and sold it today you would have earned a total of $ 28.00 from holding Calvert Developed Market or generated 0.75% return on investment over 90 days. Calvert Developed Market is currently producing a 0.0194% return and carries 1.186% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Calvert, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
This relative risk-return summary reviews how the instrument behaves against its benchmark. It highlights whether the current reward profile compensates for the level of uncertainty assumed. Assuming a 90-day horizon Calvert Developed is expected to generate 1.4 times more return on investment than the market. However, the fund is 1.4 times more volatile than its market benchmark. It trades about 0.02 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.1 per unit of risk.

Historical Prices of Calvert Developed Market

Below is the normalized historical share price chart for Calvert Developed Market extending back to October 30, 2015. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Calvert Developed stands at 37.76, as last reported on the 25th of March, with the highest price reaching 37.76 and the lowest price hitting 37.76 during the day.
Macro event markers
 
Yuan Drop
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

The tendency of Calvert Mutual Fund price to converge on an average value over time is a well-known pattern in finance. Despite this pattern, historical data suggests that some funds remain persistently mispriced until markets correct.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
37.76 90 days 37.76
about 81.9
Based on a normal probability distribution, the odds of Calvert Developed moving above the current price in 90 days from now are about 81.9 . Over this horizon, the return distribution for this fund has leaned toward above-current outcomes historically. (The density curve centers on the price range the market has recently treated as most probable for Calvert Mutual Fund over the next 90 days).
Assuming a 90-day horizon Calvert Developed Market has a beta of -0.28 suggesting that as returns on the benchmark increase, returns on Calvert Developed tend to move in the opposite direction, though by a smaller magnitude. During a bear market, however, Calvert Developed Market is likely to outperform the market. Additionally, Calvert Developed Market has an alpha of 0.0241, implying that it can generate a 0.0241 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   Calvert Developed Price Density   
       Price  

Predictive Modules for Calvert Developed

Numerous approaches exist for forecasting the fund market and estimating future values of Calvert Developed Market. Although accurate forecasting remains elusive, the process of modeling scenarios is a valuable part of decision-making.
Experienced market participants anticipate that Calvert Developed's price will even out over time. Periods when Calvert Developed's deviates significantly from its historical mean may warrant further fundamental analysis.
Hype
Prediction
LowEstimatedHigh
36.5837.7638.94
Details
Intrinsic
Valuation
LowRealHigh
36.9838.1639.34
Details
Naive
Forecast
LowNextHigh
36.7437.9139.09
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
36.4439.5542.65
Details
Analyzing Calvert Developed in isolation is insufficient for informed investment decisions. This peer-relative view often uncovers mispricing that single-company analysis would miss.

Primary Risk Indicators

The last 10-20 years have been a volatile period for the mutual fund market, and Calvert Developed is no exception. Calvert Developed has experienced periods of rapid price declines followed by equally strong recoveries.
α
Alpha over Dow Jones
0.02
β
Beta against Dow Jones-0.28
σ
Overall volatility
1.47
Ir
Information ratio 0.09

Investor Alerts and Insights

Automated alerts tied to Calvert Developed help investors stay ahead of material changes in fund conditions. Calvert Developed Market notifications flag important changes in technical indicators, fundamentals, and market conditions.
The fund holds 99.76% of its assets under management (AUM) in equities

Calvert Developed Fundamentals Growth

Calvert Mutual Fund prices reflect investors' perceptions of Calvert Developed's future prospects and financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels shape Calvert Mutual Fund market performance.
Total Asset140.28 M

Performance Metrics & Calculation Methodology

Peer and benchmark comparison for Calvert Developed frames whether NAV returns reflect category leadership or drift. Outperformance relative to the benchmark may reflect exposure tilt, selection effect, or timing.

Unless otherwise specified, data for Calvert Developed Market is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Ellen Johnson - Member of Macroaxis Editorial Board
Last reviewed on March 24th, 2026