Calvert Equity Portfolio Fund Manager Performance Evaluation
| CSIEX Fund | USD 60.39 0.23 0.38% |
The fund owns a market beta of -0.17, which alludes to very low measured sensitivity to broad market movements. Returns on CALVERT EQUITY tend to move against the broader market, though the counter-movement is modest relative to the index.
Risk-Adjusted Performance
Weak
Weak | Strong |
For the recent 90-day horizon, Calvert Equity Portfolio failed to convert risk into positive risk-adjusted performance. The current category mapping is Large Growth. Despite latest weak performance, the fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund's investors. Learn More
| Expense Ratio Date | 1st of February 2026 | |
| Expense Ratio | 0.9100 |
CALVERT |
Relative Risk vs. Return Landscape
If you had invested $ 6,714 in Calvert Equity Portfolio on December 24, 2025 and sold it today you would have lost $ 675.00 from holding Calvert Equity Portfolio or given up 10.05% of portfolio value over 90 days. Calvert Equity Portfolio is currently producing negative expected returns and carries 0.8585% 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 Equity Portfolio
Below is the normalized historical share price chart for Calvert Equity Portfolio extending back to August 24, 1987. 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 EQUITY stands at 60.39, as last reported on the 24th of March, with the highest price reaching 60.39 and the lowest price hitting 60.39 during the day.Macro event markers
Target Price Odds to finish over Current Price
Mean reversion in CALVERT Mutual Fund pricing reflects the documented tendency for funds to gravitate toward equilibrium. While this pattern holds broadly, certain funds can remain mispriced for extended periods before correction.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 60.39 | 90 days | 60.39 | over 95.68 |
Using a normal distribution model, the likelihood of CALVERT EQUITY moving above the current price in 90 days from now is over 95.68 . Past return patterns over this horizon reflect a distribution that has favored above-current-price scenarios. (The curve shows where outcomes have been clustering for CALVERT Mutual Fund over the next 90 days). The curve width gives a practical read on how much uncertainty surrounds CALVERT Mutual Fund over this horizon.
CALVERT EQUITY Price Density |
| Price |
Predictive Modules for CALVERT EQUITY
Predicting the direction of Calvert Equity Portfolio involves a range of quantitative and qualitative fund techniques. Each approach has strengths and limitations, making diversified forecasting strategies especially important for Calvert Equity Portfolio.Mean reversion is the tendency of CALVERT EQUITY's price to return to its historical average after periods of extreme deviation. Some analysts monitor this tendency by comparing CALVERT EQUITY's price extremes to fundamental value.
Primary Risk Indicators
Over the past two decades, the mutual fund market has experienced significant volatility affecting CALVERT EQUITY. CALVERT EQUITY has seen dramatic price moves that have reshaped risk profiles for its holders.α | Alpha over Dow Jones | -0.1524 | |
β | Beta against Dow Jones | -0.17 | |
σ | Overall volatility | 2.52 | |
Ir | Information ratio | -0.0931 |
Investor Alerts and Insights
Staying informed about CALVERT EQUITY through targeted alerts gives investors the edge they need to monitor holdings and performance. These notifications for Calvert Equity Portfolio help investors make timely decisions in response to significant fund events.| CALVERT EQUITY generated a negative expected return over the last 90 days | |
| The fund holds 98.7% of its assets under management (AUM) in equities |
CALVERT EQUITY Fundamentals Growth
The market price of CALVERT Mutual Fund is shaped by investors' expectations for CALVERT EQUITY's financial performance. Revenue and earnings trends, operating margins, and capital structure decisions all play a role in CALVERT Mutual Fund pricing.
| Price To Earning | 21.86 X | |||
| Price To Book | 4.62 X | |||
| Price To Sales | 2.32 X | |||
| Total Asset | 1.75 B | |||
Performance Metrics & Calculation Methodology
Peer and benchmark comparison for CALVERT EQUITY frames whether NAV returns reflect category leadership or drift. Outperformance relative to the benchmark may reflect exposure tilt, selection effect, or timing.
Inputs for Calvert Equity Portfolio come from fund disclosures and market reference feeds and are mapped into a consistent reporting framework. Some fields can appear with publication lag. Return and risk statistics are calculated from historical price series.