Calvert Small Cap Fund Manager Performance Evaluation
| CSVIX Fund | USD 29.92 -0.62 -2.03% |
The fund secures a Beta (Market Risk) of 1.49, which means a somewhat significant risk relative to the market. CALVERT SMALL tends to amplify market moves — gaining more in rallies but giving back more during declines.
Risk-Adjusted Performance
Weak
Weak | Strong |
Over the last 90 days, Calvert Small Cap generated negative risk-adjusted returns and added little value for fund investors. The result matters because weak risk-adjusted return can persist even when isolated price moves briefly look constructive. Despite somewhat strong forward 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 | 0.9500 |
CALVERT |
Relative Risk vs. Return Landscape
If you had invested $ 3,170 in Calvert Small Cap on December 13, 2025 and sold it today you would have lost $ 178.00 from holding Calvert Small Cap or given up 5.62% of portfolio value over 90 days. Calvert Small Cap is currently producing negative expected returns and carries 0.9737% 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 29, 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 29.92, as last reported on the 13th of March 2026, with the highest price reaching 29.92 and the lowest price hitting 29.92 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 |
| 29.92 | 90 days | 29.92 | about 91.11 |
Based on standard probability analysis, the odds of CALVERT SMALL moving above the current price in 90 days from now are about 91.11 (The chart above shows the probability distribution of CALVERT Mutual Fund prices over the next 90 days).
CALVERT SMALL Price Density |
| Price |
Predictive Modules for CALVERT SMALL
Accurately predicting the fund market is one of the most challenging tasks in investing. For Calvert Small 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 SMALL'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 SMALL has been no exception. Sharp price drops and strong rallies have made hedging an important tool for managing portfolio risk. Investors in Calvert Small Cap should monitor CALVERT SMALL's fundamental risk indicators to stay ahead of market swings.α | Alpha over Dow Jones | 0.22 | |
β | Beta against Dow Jones | 1.49 | |
σ | Overall volatility | 1.41 | |
Ir | Information ratio | 0.09 |
Investor Alerts and Insights
Alerts and suggestions for CALVERT SMALL give investors a structured way to monitor the fund for material events. Calvert Small Cap notifications flag important changes in technical indicators, fundamentals, and market conditions that may warrant attention.| Calvert Small Cap generated a negative expected return over the last 90 days | |
| The fund holds 98.52% of its assets under management (AUM) in equities |
CALVERT SMALL Fundamentals Growth
CALVERT Mutual Fund performance is fundamentally tied to CALVERT SMALL'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.
| Price To Earning | 20.68 X | |||
| Price To Book | 2.16 X | |||
| Price To Sales | 1.40 X | |||
| Total Asset | 1.27 B | |||
Performance Metrics & Calculation Methodology
CALVERT SMALL performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Market-sensitive characteristics may increase exposure to broader economic cycles.
Inputs for Calvert Small Cap come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag. Return and risk statistics are calculated from historical price series.