Calvert Equity Portfolio Fund Manager Performance Evaluation
| CEYIX Fund | USD 76.52 0.20 0.26% |
The fund secures a Beta (Market Risk) of 0.7, which means possible diversification benefits within a given portfolio. CALVERT EQUITY moves in the same direction as the market but with less intensity, offering a degree of cushion during selloffs.
Risk-Adjusted Performance
Weak
Weak | Strong |
Over the last 90 days, Calvert Equity Portfolio generated negative risk-adjusted returns and added little value for fund investors. The result matters because weak risk-adjusted return can persist even when isolated price moves briefly look constructive. Despite latest weak performance, the fund's forward indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund's investors. Learn More
| Expense Ratio Date | 1st of February 2026 | |
| Expense Ratio | 0.6600 |
CALVERT |
Relative Risk vs. Return Landscape
If you had invested $ 8,345 in Calvert Equity Portfolio on December 14, 2025 and sold it today you would have lost $ 693.00 from holding Calvert Equity Portfolio or given up 8.3% of portfolio value over 90 days. Calvert Equity Portfolio is currently producing negative expected returns and carries 0.825% volatility of returns over 90 trading days. Put another way, 7% 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 |
Historical Prices of Calvert Equity Portfolio
Below is the normalized historical share price chart for Calvert Equity Portfolio extending back to February 14, 2001. 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 EQUITY stands at 76.52, as last reported on the 14th of March 2026, with the highest price reaching 76.52 and the lowest price hitting 76.52 during the day.Macro event markers
Target Price Odds to finish over Current Price
For CALVERT Mutual Fund, the tendency of price to converge toward a long-term average provides a useful baseline for forecasting. Nonetheless, studies have found that some funds are persistently mispriced, with the spread correcting only when market dynamics shift significantly.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 76.52 | 90 days | 76.52 | about 98.0 |
Based on standard probability analysis, the odds of CALVERT EQUITY moving above the current price in 90 days from now are about 98.0 (The chart above shows the probability distribution of CALVERT Mutual Fund prices over the next 90 days).
CALVERT EQUITY Price Density |
| Price |
Predictive Modules for CALVERT EQUITY
Accurately predicting the fund market is one of the most challenging tasks in investing. For Calvert Equity Portfolio, a range of forecasting tools can be applied, though none offer certainty. Despite this, systematic forecasting is a critical step in the investment process — comparing methods and results helps investors develop a more nuanced view of potential outcomes.The mean reversion principle applied to CALVERT EQUITY's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Primary Risk Indicators
The past 10-20 years have brought considerable volatility to the mutual fund market, and CALVERT EQUITY has been no exception. Sharp price drops and strong rallies have made hedging an important tool for managing portfolio risk. Investors in Calvert Equity Portfolio should monitor CALVERT EQUITY's fundamental risk indicators to stay ahead of market swings.α | Alpha over Dow Jones | -0.0882 | |
β | Beta against Dow Jones | 0.70 | |
σ | Overall volatility | 2.72 | |
Ir | Information ratio | -0.09 |
Investor Alerts and Insights
Alerts and suggestions for CALVERT EQUITY give investors a structured way to monitor the fund for material events. Calvert Equity Portfolio notifications flag important changes in technical indicators, fundamentals, and market conditions that may warrant attention.| CALVERT EQUITY generated a negative expected return over the last 90 days | |
| The fund holds 94.96% of its assets under management (AUM) in equities |
CALVERT EQUITY Fundamentals Growth
CALVERT Mutual Fund performance is fundamentally tied to CALVERT EQUITY's financial health and growth outlook. Revenue and earnings trends, operating margins, and capital structure decisions all play a significant role in shaping investor expectations for CALVERT Mutual Fund.
| Price To Earning | 21.86 X | |||
| Price To Book | 4.62 X | |||
| Price To Sales | 2.32 X | |||
| Total Asset | 2 B | |||
Performance Metrics & Calculation Methodology
CALVERT EQUITY performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Certain defensive traits may reduce sensitivity to broader macroeconomic fluctuations.
Inputs for Calvert Equity Portfolio come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag. Return and risk statistics are calculated from historical price series.