Calvert Mid Cap Fund Manager Performance Evaluation
| CMJIX Fund | USD 44.28 -0.21 -0.47% |
The fund secures a Beta (Market Risk) of 1.1, which means a somewhat significant risk relative to the market. Calvert US returns are very sensitive to returns on the market. As the market goes up or down, Calvert US is expected to follow.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared with the broader market, risk-adjusted returns on Calvert Mid Cap rank lower than 1% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong forward indicators, Calvert US is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 1st of February 2026 | |
| Expense Ratio | 0.2400 |
Calvert |
Calvert US Relative Risk vs. Return Landscape
If you had invested $ 4,397 in Calvert Mid Cap on December 12, 2025 and sold it today you would have earned a total of $ 31.00 from holding Calvert Mid Cap or generated 0.71% return on investment over 90 days. Calvert Mid Cap is currently producing a 0.0151% return and carries 0.835% 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 Mid Cap
Below is the normalized historical share price chart for Calvert Mid Cap 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 US stands at 44.28, as last reported on the 12th of March 2026, with the highest price reaching 44.28 and the lowest price hitting 44.28 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 |
| 44.28 | 90 days | 44.28 | about 71.2 |
Based on standard probability analysis, the odds of Calvert US moving above the current price in 90 days from now are about 71.2 (The chart above shows the probability distribution of Calvert Mutual Fund prices over the next 90 days).
Calvert US Price Density |
| Price |
Predictive Modules for Calvert US
Accurately predicting the fund market is one of the most challenging tasks in investing. For Calvert Mid Cap, 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 US'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 US has been no exception. Sharp price drops and strong rallies have made hedging an important tool for managing portfolio risk. Investors in Calvert Mid Cap should monitor Calvert US's fundamental risk indicators to stay ahead of market swings.α | Alpha over Dow Jones | 0.09 | |
β | Beta against Dow Jones | 1.10 | |
σ | Overall volatility | 1.18 | |
Ir | Information ratio | 0.09 |
Calvert US Alerts and Suggestions
Alerts and suggestions for Calvert US give investors a structured way to monitor the fund for material events. Calvert Mid Cap notifications flag important changes in technical indicators, fundamentals, and market conditions that may warrant attention.| The fund holds 99.73% of its assets under management (AUM) in equities |
Calvert US Fundamentals Growth
Calvert Mutual Fund performance is fundamentally tied to Calvert US'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.
| Total Asset | 341.28 M | |||
About Calvert US Performance Analysis
Calvert US performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Cycle exposure remains aligned with broader market trends. 
Michael Smolkin · Member of Macroaxis Board of Directors
Unless otherwise specified, financial data for Calvert Mid Cap is derived from periodic company reporting (annual and quarterly where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on asset type. Updates may occur throughout the day.
Calvert Mutual Fund is Curated By:
Michael Smolkin · Member of Macroaxis Board of Directors