Calvert Small Cap Fund Manager Performance Evaluation
| CSCCX Fund | USD 21.02 0.10 0.48% |
The fund owns a Beta (Systematic Risk) of 1.72, which conveys a somewhat significant risk relative to the market. With a beta above 1, CALVERT SMALL typically delivers outsized gains in rising markets at the cost of steeper drawdowns.
Risk-Adjusted Performance
Weak
Weak | Strong |
For the recent 90-day horizon, Calvert Small Cap failed to convert risk into positive risk-adjusted performance. Used correctly, this score helps investors distinguish between raw price movement and actual return efficiency. Despite somewhat strong fundamental indicators, CALVERT SMALL 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 | 1.9500 |
CALVERT |
Relative Risk vs. Return Landscape
If you had invested $ 2,206 in Calvert Small Cap on December 17, 2025 and sold it today you would have lost $ 104.00 from holding Calvert Small Cap or given up 4.71% of portfolio value over 90 days. Calvert Small Cap is currently producing negative expected returns and carries 0.9769% volatility of returns over 90 trading days. Put another way, 8% 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 Small Cap
Below is the normalized historical share price chart for Calvert Small Cap extending back to April 22, 2005. 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 SMALL stands at 21.02, as last reported on the 17th of March 2026, with the highest price reaching 21.02 and the lowest price hitting 21.02 during the day.Macro event markers
Target Price Odds to finish over Current Price
A fundamental principle of fund forecasting is that prices tend to revert toward historical averages. For CALVERT Mutual Fund, this mean-reverting tendency has been a useful tool for valuation. Still, some funds exhibit persistent mispricings that are only corrected when buying and selling pressure realign.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 21.02 | 90 days | 21.02 | about 90.77 |
According to our probability model, the chance of CALVERT SMALL moving above the current price in 90 days from now is about 90.77 (This probability chart for Calvert Small Cap depicts the range of likely prices for CALVERT Mutual Fund over a 90-day horizon).
CALVERT SMALL Price Density |
| Price |
Predictive Modules for CALVERT SMALL
Predicting the direction of Calvert Small Cap and the broader fund market involves a range of quantitative and qualitative techniques. Although accurate forecasting remains elusive, the process of modeling future scenarios is a valuable part of investment decision-making. Comparing results from different methods helps investors gauge the confidence level of their predictions.The concept of mean reversion suggests that CALVERT SMALL's price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.
Primary Risk Indicators
Market volatility over the last 10-20 years has created both risk and opportunity for mutual fund investors. CALVERT SMALL has seen its share of dramatic price swings during this period. Implementing a hedging strategy and tracking CALVERT SMALL's volatility and elasticity can help investors in Calvert Small Cap limit the impact of adverse market moves.α | Alpha over Dow Jones | 0.32 | |
β | Beta against Dow Jones | 1.72 | |
σ | Overall volatility | 0.98 | |
Ir | Information ratio | 0.10 |
Investor Alerts and Insights
Real-time alerts for CALVERT SMALL allow investors to track important fund developments as they happen. Reviewing ongoing notifications for Calvert Small Cap helps identify opportunities and risks before they are fully priced into the market.| Calvert Small Cap generated a negative expected return over the last 90 days | |
| The fund generated five year return of 0.0% | |
| Calvert Small Cap holds 98.52% of its assets under management (AUM) in equities |
CALVERT SMALL Fundamentals Growth
Investors assess CALVERT Mutual Fund by examining CALVERT SMALL's underlying financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels are among the most closely watched fundamentals that shape CALVERT Mutual Fund market performance.
| Price To Earning | 20.68 X | |||
| Price To Book | 2.16 X | |||
| Price To Sales | 1.40 X | |||
| Total Asset | 18.75 M | |||
Performance Metrics & Calculation Methodology
CALVERT SMALL performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Relative performance helps interpret behavior versus benchmarks or category peers.
For Calvert Small Cap, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist. Return and risk statistics are calculated from historical price series.