Calvert Emerging Markets Fund Manager Performance Evaluation

CVMCX Fund  USD 22.32  -0.91  -3.92%   
The fund secures a Beta (Market Sensitivity) of 1.15, which conveys elevated sensitivity to broad market movements. With a beta near 1, CALVERT EMERGING is expected to mirror market movements with minimal deviation in either direction.
Risk-Adjusted Performance
Contained
 
Weak
 
Strong
Across the last 90 days, the risk-adjusted return profile of Calvert Emerging Markets is weaker than 2% of the funds and fund portfolios reviewed by Macroaxis. The current category mapping is Diversified Emerging Mkts. Despite somewhat strong fundamental indicators, CALVERT EMERGING is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Expense Ratio Date1st of February 2026
Expense Ratio1.9900
  

Relative Risk vs. Return Landscape

If you had invested $ 2,183 in Calvert Emerging Markets on December 26, 2025 and sold it today you would have earned a total of $ 49.00 from holding Calvert Emerging Markets or generated 2.24% return on investment over 90 days. Calvert Emerging Markets is currently producing a 0.0481% return and carries 1.5707% volatility of returns over 90 trading days. Put another way, 14% 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  
This relative risk-return summary reviews how the instrument behaves against its benchmark. It works best as a comparative read on return quality, drawdown exposure, and volatility burden. Assuming a 90-day horizon CALVERT EMERGING is expected to generate 1.85 times more return on investment than the market. However, the fund is 1.85 times more volatile than its market benchmark. It trades about 0.03 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.11 per unit of risk.

Historical Prices of Calvert Emerging Markets

Below is the normalized historical share price chart for Calvert Emerging Markets extending back to October 31, 2012. 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 EMERGING stands at 22.32, as last reported on the 26th of March, with the highest price reaching 22.32 and the lowest price hitting 22.32 during the day.
Macro event markers
 
Yuan Drop
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

The concept of mean reversion, where CALVERT Mutual Fund price gravitates toward equilibrium, is fundamental to market analysis. This pattern is a cornerstone of many forecasting models, though periods of persistent mispricing occur. Investors demand compensation for the additional risk inherent in funds that remain mispriced longer. The concept of price convergence is essential context for any investor forecasting CALVERT Mutual Fund price direction.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
22.32 90 days 22.32
about 86.07
Statistical modeling indicates that the probability of CALVERT EMERGING moving above the current price in 90 days from now is about 86.07 . The historical return profile over this window has produced more above-current than below-current outcomes. (This fund distribution maps the range in which CALVERT Mutual Fund has been most likely to trade over the next 90 days).
Assuming a 90-day horizon the mutual fund has the beta coefficient of 1.15 suggesting Calvert Emerging Markets market returns are sensitive to returns on the market. As the market goes up or down, CALVERT EMERGING is expected to follow. Additionally, Calvert Emerging Markets has an alpha of 0.2036, implying that it can generate a 0.2036 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   CALVERT EMERGING Price Density   
       Price  

Predictive Modules for CALVERT EMERGING

Accurately predicting the fund market is one of the most challenging tasks for investors analyzing Calvert Emerging Markets. No single approach dominates, but the practice of forecasting remains an essential element of the investment process. Investors benefit from applying a variety of techniques rather than relying on a single model for Calvert Emerging Markets. The practice of comparing forecasts for Calvert Emerging Markets builds analytical resilience regardless of which model proves most accurate.
Experienced investors tracking CALVERT EMERGING's watch for mean reversion setups where price has deviated from its long-run average. Sentiment extremes, news events, or liquidity shocks are common catalysts for these temporary dislocations in CALVERT EMERGING. Prices periodically overshoot their intrinsic value in both directions, creating mean reversion opportunities in CALVERT EMERGING. The mean reversion signal is most useful when combined with fundamental confirmation for CALVERT EMERGING's.
Hype
Prediction
LowEstimatedHigh
21.7223.2224.72
Details
Intrinsic
Valuation
LowRealHigh
20.9125.4726.97
Details
Naive
Forecast
LowNextHigh
22.2423.7325.23
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
22.5123.2724.03
Details
Peer comparison enriches CALVERT EMERGING analysis by revealing how the company ranks against competitors. CALVERT EMERGING's multiples must be compared to direct competitors to determine genuine value. Superior peer-relative performance is one of the strongest justifications for CALVERT EMERGING's valuation premium. Cross-company comparison is essential to validate or challenge any investment thesis on Calvert Emerging Markets.

Primary Risk Indicators

Volatility has been a defining feature of the mutual fund market in recent decades, and CALVERT EMERGING has reflected that pattern. Sudden corrections and sharp rallies have tested many portfolios that include CALVERT EMERGING. A risk management approach built around CALVERT EMERGING's volatility metrics can help investors manage downside exposure. Tracking CALVERT EMERGING's risk indicators over time reveals how the risk profile evolves across market cycles.
α
Alpha over Dow Jones
0.20
β
Beta against Dow Jones1.15
σ
Overall volatility
1.08
Ir
Information ratio 0.14

Investor Alerts and Insights

For investors following CALVERT EMERGING, automated alerts provide early signals of meaningful shifts in fund dynamics. Calvert Emerging Markets notifications highlight material changes that could affect portfolio decisions and overall risk exposure. Investors can customize CALVERT EMERGING alert parameters to match their risk tolerance and investment horizon. Pairing alerts with independent analysis strengthens conviction in CALVERT EMERGING investment decisions.
The fund holds 98.53% of its assets under management (AUM) in equities

CALVERT EMERGING Fundamentals Growth

The pricing of CALVERT Mutual Fund is heavily influenced by CALVERT EMERGING's fundamental performance over time. Investors monitor revenue growth, profit margins, cash flow generation, and debt management as key indicators. The performance of CALVERT Mutual Fund is closely linked to CALVERT EMERGING's underlying financial metrics and growth rates. Profitability trends, cash flow generation, and capital structure remain the key fundamentals for CALVERT Mutual Fund.

Performance Metrics & Calculation Methodology

Peer and benchmark comparison for CALVERT EMERGING frames whether NAV returns reflect category leadership or drift. Outperformance relative to the benchmark may reflect exposure tilt, selection effect, or timing.

Calvert Emerging Markets metrics are compiled from fund disclosures and market reference feeds and normalized before display. Not all fields update in real time. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Rifka Kats - Member of Macroaxis Editorial Board
Last reviewed on March 4th, 2026