Calvert Mutual Fund Quote

CGBIX
 Fund
  

USD 13.53  0.08  0.59%   

Market Performance
0 of 100
Odds Of Distress
Less than 2
Calvert Green is trading at 13.53 as of the 3rd of October 2022; that is -0.59 percent decrease since the beginning of the trading day. The fund's open price was 13.61. Calvert Green has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Calvert Green Bond are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of October 2020 and ending today, the 3rd of October 2022. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in green bonds. Calvert Green is traded on NASDAQ Exchange in the United States. More on Calvert Green Bond

Calvert Green Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Calvert Green's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Calvert Green or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Calvert Green Bond generated a negative expected return over the last 90 days
Calvert Green Bond is unlikely to experience financial distress in the next 2 years
On 31st of August 2022 Calvert Green paid $ 0.0265 per share dividend to its current shareholders
The fund holds about 5.57% of its assets under management (AUM) in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Calvert Green's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Startdate31st of October 2013
Calvert Green Bond [CGBIX] is traded in USA and was established 3rd of October 2022. The fund is listed under Intermediate Core-Plus Bond category and is part of Calvert Research and Management family. Calvert Green Bond currently has accumulated 810.46 M in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 4.03%.
Check Calvert Green Probability Of Bankruptcy

Instrument Allocation

Calvert Green Target Price Odds Analysis

Based on a normal probability distribution, the odds of Calvert Green jumping above the current price in 90 days from now is close to 99%. The Calvert Green Bond probability density function shows the probability of Calvert Green mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Calvert Green has a beta of 0.1326 suggesting as returns on the market go up, Calvert Green average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Calvert Green Bond will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Calvert Green Bond is significantly underperforming DOW.
  Odds Below 13.53HorizonTargetOdds Above 13.53
0.79%90 days
 13.53 
99.18%
Based on a normal probability distribution, the odds of Calvert Green to move above the current price in 90 days from now is close to 99 (This Calvert Green Bond probability density function shows the probability of Calvert Mutual Fund to fall within a particular range of prices over 90 days) .

Calvert Green Bond Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Calvert Green market risk premium is the additional return an investor will receive from holding Calvert Green long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Calvert Green. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Calvert Green's alpha and beta are two of the key measurements used to evaluate Calvert Green's performance over the market, the standard measures of volatility play an important role as well.

Calvert Green Against Markets

Picking the right benchmark for Calvert Green mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Calvert Green mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Calvert Green is critical whether you are bullish or bearish towards Calvert Green Bond at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Calvert Green without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Calvert Green Bond?

The danger of trading Calvert Green Bond is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Calvert Green is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Calvert Green. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Calvert Green Bond is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Continue to Trending Equities. You can also try Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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When running Calvert Green Bond price analysis, check to measure Calvert Green'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 Green is operating at the current time. Most of Calvert Green's value examination focuses on studying past and present price action to predict the probability of Calvert Green's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Calvert Green's price. Additionally, you may evaluate how the addition of Calvert Green to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Calvert Green's value and its price as these two are different measures arrived at by different means. Investors typically determine Calvert Green value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Calvert Green's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.