Calvert Floating Rate Advantage Fund Manager Performance Evaluation
| CFORX Fund | USD 8.58 -0.01 -0.12% |
The fund has a beta of -0.0074, which indicates relatively modest fluctuations relative to the market. the mildly negative beta suggests Calvert Floating-Rate provides a partial hedge against market-wide declines.
Risk-Adjusted Performance
Weak
Weak | Strong |
During the last 90 trading days, Calvert Floating Rate Advantage produced negative risk-adjusted performance, which signals weak return efficiency for fund investors. This reading is usually reviewed beside volatility, downside risk, and benchmark-relative behavior before conviction is increased. Despite somewhat strong basic indicators, Calvert Floating-Rate is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Calvert |
Relative Risk vs. Return Landscape
If you had invested $ 858.00 in Calvert Floating Rate Advantage on December 18, 2025 and sold it today you would have earned a total of $ 0.00 from holding Calvert Floating Rate Advantage or generated 0.0% return on investment over 90 days. Calvert Floating Rate Advantage is currently producing a 1.0E-4% return and carries 0.1157% volatility of returns over 90 trading days. Put another way, 1% 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 Floating Rate
Below is the normalized historical share price chart for Calvert Floating Rate Advantage extending back to October 10, 2017. 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 Floating-Rate stands at 8.58, as last reported on the 18th of March 2026, with the highest price reaching 8.58 and the lowest price hitting 8.58 during the day.Macro event markers
Target Price Odds to finish over Current Price
Mean reversion in Calvert Mutual Fund pricing reflects the well-documented tendency for funds to converge toward their intrinsic value over time. Forecasting models leverage this pattern, though they must also account for periods when market dynamics keep prices away from equilibrium.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 8.58 | 90 days | 8.58 | about 50.0 |
Our statistical analysis indicates the probability of Calvert Floating-Rate moving above the current price in 90 days from now is about 50.0 (This chart shows the likelihood of Calvert Mutual Fund trading at different price levels over the next 90 days).
Calvert Floating-Rate Price Density |
| Price |
Predictive Modules for Calvert Floating-Rate
When forecasting Calvert Floating Rate, investors benefit from applying a variety of techniques rather than relying on a single method. The fund market is inherently unpredictable, but systematic comparison of different model outputs helps investors develop a more balanced perspective and prepare for alternative scenarios.Experienced Calvert Floating-Rate's investors use mean reversion as a complement to momentum analysis: momentum identifies the trend; mean reversion identifies when that trend has extended beyond sustainable levels.
Primary Risk Indicators
Dramatic market swings over the past two decades have made risk management essential for mutual fund investors. Calvert Floating-Rate has been affected by sudden drops and strong recoveries alike. A hedging approach that tracks Calvert Floating-Rate's volatility and fundamental risk indicators can help investors in Calvert Floating Rate Advantage limit the impact of adverse moves.α | Alpha over Dow Jones | -0.0138 | |
β | Beta against Dow Jones | -0.0074 | |
σ | Overall volatility | 0.02 | |
Ir | Information ratio | 0.24 |
Investor Alerts and Insights
For Calvert Floating-Rate investors, automated alerts provide a systematic way to monitor the fund for actionable developments. Calvert Floating Rate notifications highlight changes in key indicators that could influence investment decisions.| The fund holds about 8.25% of its assets under management (AUM) in fixed income securities |
Calvert Floating-Rate Fundamentals Growth
Revenue growth, earnings performance, and balance sheet health are among the most critical fundamentals shaping Calvert Mutual Fund valuation. Investors rely on these metrics to evaluate Calvert Floating-Rate's current position and future prospects.
| Total Asset | 105.3 M | |||
Performance Metrics & Calculation Methodology
Calvert Floating-Rate performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Correlation shifts can alter portfolio contribution during regime changes.
Macroaxis compiles Calvert Floating Rate Advantage metrics from fund disclosures and market reference feeds and applies consistent transformation rules before display. Not all fields update in real time. Return and risk statistics are calculated from historical price series.