Calvert Small Cap Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.0, which signifies not very significant fluctuations relative to the market. the returns on MARKET and Calvert Small are completely uncorrelated.
Risk-Adjusted Performance
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Weak | Strong |
Over the last 90 days Calvert Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Calvert Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of February 2025 | |
| Expense Ratio | 1.9400 |
Calvert |
Calvert Small Relative Risk vs. Return Landscape
If you would invest (100.00) in Calvert Small Cap on October 1, 2025 and sell it today you would earn a total of 100.00 from holding Calvert Small Cap or generate -100.0% return on investment over 90 days. Calvert Small Cap is currently producing negative expected returns and takes up 0.0% 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 |
Calvert Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert Small Cap, and traders can use it to determine the average amount a Calvert Small's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Calvert Small is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Calvert Small by adding Calvert Small to a well-diversified portfolio.
Calvert Small Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Small, and Calvert Small fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Calvert Mutual Fund performance.
| Price To Earning | 20.68 X | ||||
| Price To Book | 2.16 X | ||||
| Price To Sales | 1.40 X | ||||
| Total Asset | 21.13 M | ||||
Things to note about Calvert Small Cap performance evaluation
Checking the ongoing alerts about Calvert Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calvert Small Cap is not yet fully synchronised with the market data | |
| Calvert Small Cap has some characteristics of a very speculative penny stock | |
| The fund holds 98.52% of its assets under management (AUM) in equities |
- Analyzing Calvert Small's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Calvert Small's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Small's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Calvert Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Small's mutual fund. These opinions can provide insight into Calvert Small's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in services. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Other Tools for Calvert Mutual Fund
When running Calvert Small's price analysis, check to measure Calvert Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Calvert Small is operating at the current time. Most of Calvert Small's value examination focuses on studying past and present price action to predict the probability of Calvert Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Calvert Small's price. Additionally, you may evaluate how the addition of Calvert Small to your portfolios can decrease your overall portfolio volatility.
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