Calvert Equity Portfolio Fund Manager Performance Evaluation
| CSECX Fund | USD 19.05 0.10 0.52% |
The fund shows a Beta (market volatility) of -1.06, which signifies a somewhat significant risk relative to the market. As the market becomes more bullish, returns on owning Calvert Equity are expected to decrease slowly. On the other hand, during market turmoil, Calvert Equity is expected to outperform it slightly.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Calvert Equity Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in January 2026. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 1st of February 2025 | |
| Expense Ratio | 1.6500 |
Calvert |
Calvert Equity Relative Risk vs. Return Landscape
If you would invest 3,421 in Calvert Equity Portfolio on September 14, 2025 and sell it today you would lose (1,516) from holding Calvert Equity Portfolio or give up 44.31% of portfolio value over 90 days. Calvert Equity Portfolio is currently producing negative expected returns and takes up 5.4831% volatility of returns over 90 trading days. Put another way, 49% 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 Equity Current Valuation
Overvalued
Today
Please note that Calvert Equity's price fluctuation is somewhat reliable at this time. At this time, the entity appears to be overvalued. Calvert Equity Portfolio shows a prevailing Real Value of $18.67 per share. The current price of the fund is $19.05. We determine the value of Calvert Equity Portfolio from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Calvert Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Calvert Mutual Fund. However, Calvert Equity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 19.05 | Real 18.67 | Hype 19.05 | Naive 14.58 |
The intrinsic value of Calvert Equity's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Calvert Equity's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Calvert Equity Portfolio helps investors to forecast how Calvert mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Calvert Equity more accurately as focusing exclusively on Calvert Equity's fundamentals will not take into account other important factors: Calvert Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calvert Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Calvert Equity Portfolio, and traders can use it to determine the average amount a Calvert Equity'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 = -0.1276
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CSECX |
Based on monthly moving average Calvert Equity 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 Equity by adding Calvert Equity to a well-diversified portfolio.
Calvert Equity Fundamentals Growth
Calvert Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Calvert Equity, and Calvert Equity 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 | 21.86 X | ||||
| Price To Book | 4.62 X | ||||
| Price To Sales | 2.32 X | ||||
| Total Asset | 92.59 M | ||||
About Calvert Equity Performance
Evaluating Calvert Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Calvert Equity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Calvert Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets, including borrowings for investment purposes, in equity securities . It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25 percent of its assets in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market .Things to note about Calvert Equity Portfolio performance evaluation
Checking the ongoing alerts about Calvert Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Calvert Equity Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calvert Equity generated a negative expected return over the last 90 days | |
| Calvert Equity has high historical volatility and very poor performance | |
| The fund holds 94.96% of its assets under management (AUM) in equities |
- Analyzing Calvert Equity'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 Equity's stock is overvalued or undervalued compared to its peers.
- Examining Calvert Equity'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 Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calvert Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Calvert Equity's mutual fund. These opinions can provide insight into Calvert Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Calvert Mutual Fund
Calvert Equity financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Equity security.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities |