Calvert Large Cap Fund Manager Performance Evaluation
| CMIFX Fund | USD 9.74 0.01 0.10% |
The fund shows a Beta (market volatility) of 0.0095, which alludes to relatively modest fluctuations relative to the market. Returns on Calvert Large tend to trail the broader market in strong rallies but hold up better when sentiment turns negative.
Risk-Adjusted Performance
Balanced
Weak | Strong |
Across the last 90 days, the risk-adjusted return profile of Calvert Large Cap is weaker than 13% of the funds and fund portfolios reviewed by Macroaxis. Market capitalization should still be reviewed beside liquidity, leverage, and earnings quality. Despite somewhat strong technical and fundamental indicators, Calvert Large 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 $ 967.00 in Calvert Large Cap on December 15, 2025 and sold it today you would have earned a total of $ 7.00 from holding Calvert Large Cap or generated 0.72% return on investment over 90 days. Calvert Large Cap is currently producing a 0.0117% return and carries 0.0674% volatility of returns over 90 trading days. Put another way, 0% 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 Large Cap
Below is the normalized historical share price chart for Calvert Large Cap extending back to December 01, 2021. 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 Large stands at 9.74, as last reported on the 15th of March 2026, with the highest price reaching 9.74 and the lowest price hitting 9.74 during the day.Macro event markers
Target Price Odds to finish over Current Price
Investors have long observed that Calvert Mutual Fund price tends to fluctuate around a central value over time. This mean reversion pattern is a cornerstone of many forecasting models. However, periods of persistent mispricing in some funds suggest that additional risk factors may account for the delayed correction.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 9.74 | 90 days | 9.74 | about 25.18 |
A normal distribution analysis suggests that the odds of Calvert Large moving above the current price in 90 days from now are about 25.18 (The distribution above shows where Calvert Mutual Fund price is most likely to fall within the next 90 days based on historical volatility).
Calvert Large Price Density |
| Price |
Predictive Modules for Calvert Large
Forecasting Calvert Large Cap involves applying various models to estimate future price behavior. While no method can consistently predict the fund market with certainty, the discipline of building and testing forecasts sharpens investment thinking. Combining several approaches and cross-checking results offers a more balanced view of potential outcomes.Mean reversion in Calvert Large's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.
Primary Risk Indicators
The mutual fund market has gone through extended periods of turbulence over the past two decades. Calvert Large has not been immune to these swings. Sudden corrections and sharp rallies have tested many portfolios. Investors can protect against downside risk in Calvert Large Cap by monitoring Calvert Large's fundamental risk indicators and maintaining appropriate hedges.α | Alpha over Dow Jones | 0.0029 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | 0.71 |
Investor Alerts and Insights
Setting up alerts on Calvert Large ensures that material changes in technical or fundamental conditions are not missed. These notifications for Calvert Large Cap help investors make timely decisions in response to significant fund events.| The fund generated five year return of -2.0% | |
| Calvert Large Cap holds 98.59% of its assets under management (AUM) in equities |
Calvert Large Fundamentals Growth
Calvert Large's fundamentals serve as the primary lens through which investors evaluate Calvert Mutual Fund. Metrics such as earnings growth, revenue consistency, margin trends, and balance sheet strength collectively determine market sentiment toward Calvert Mutual Fund.
Performance Metrics & Calculation Methodology
Calvert Large performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Drawdown profile frames downside sensitivity and recovery characteristics.
This section for Calvert Large Cap is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules. Return and risk statistics are calculated from historical price series.