Calvert Mutual Fund Buy Hold or Sell Recommendation

CAAAX
 Fund
  

USD 23.27  0.05  0.22%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Calvert Aggressive Allocation is 'Strong Hold'. Macroaxis provides Calvert Aggressive buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CAAAX positions. The advice algorithm takes into account all of Calvert Aggressive's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Calvert Aggressive's buy-and-hold perspective. Continue to Calvert Aggressive Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Calvert and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Calvert Aggressive Allocation.

Execute Calvert Aggressive Buy or Sell Advice

The Calvert recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Calvert Aggressive Allocation. Macroaxis does not own or have any residual interests in Calvert Aggressive Allocation or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Calvert Aggressive's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Calvert AggressiveBuy Calvert Aggressive
Strong Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon Calvert Aggressive Allocation has a Risk Adjusted Performance of 0.0047, Jensen Alpha of (0.06), Total Risk Alpha of (0.07), Sortino Ratio of (0.05) and Treynor Ratio of (0.005719)
Our investment recommendation module complements current analysts and expert consensus on Calvert Aggressive. It analyzes the entity potential to grow using all fundamental, technical, and market related data available at the time. Use Calvert Aggressive total asset and net asset to ensure your buy or sell decision on Calvert Aggressive is adequate.

Calvert Aggressive Trading Alerts and Improvement Suggestions

Calvert Aggressive is unlikely to experience financial distress in the next 2 years
The fund holds about 7.2% of its assets under management (AUM) in cash

Calvert Aggressive Returns Distribution Density

The distribution of Calvert Aggressive's historical returns is an attempt to chart the uncertainty of Calvert Aggressive's future price movements. The chart of the probability distribution of Calvert Aggressive stock daily returns describes the distribution of returns around its average expected value. We use Calvert Aggressive Allocation price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Calvert Aggressive returns is essential to provide solid investment advice for Calvert Aggressive.
Mean Return0.004794Value At Risk-1.77
Potential Upside2.13Standard Deviation1.38
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Calvert Aggressive historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Calvert Aggressive Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Calvert Aggressive or Calvert Research and Management sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Calvert Aggressive's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Calvert fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.06
β
Beta against DOW0.91
σ
Overall volatility
1.36
Ir
Information ratio -0.05

Calvert Aggressive Volatility Alert

Calvert Aggressive Allocation has relatively low volatility with skewness of 0.57 and kurtosis of 1.17. However, we advise all investors to independently investigate Calvert Aggressive Allocation to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Calvert Aggressive's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Calvert Aggressive's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Calvert Aggressive Fundamentals Vs Peers

Comparing Calvert Aggressive's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Calvert Aggressive's direct or indirect competition across all of the common fundamentals between Calvert Aggressive and the related equities. This way, we can detect undervalued stocks with similar characteristics as Calvert Aggressive or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Calvert Aggressive's fundamental indicators could also be used in its relative valuation, which is a method of valuing Calvert Aggressive by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Calvert Aggressive to competition
FundamentalsCalvert AggressivePeer Average
Price to Earning17.52 X6.53 X
Price to Book2.20 X0.74 X
Price to Sales1.38 X0.61 X
One Year Return7.58 %4.15 %
Three Year Return6.15 %3.60 %
Five Year Return5.88 %3.24 %
Ten Year Return9.13 %1.79 %
Net Asset321.55 M4.11 B
Last Dividend Paid0.120.65
Cash Position Weight7.20 %10.61 %
Equity Positions Weight86.77 %63.90 %
Bond Positions Weight0.60 %11.24 %

About Calvert Aggressive Buy or Sell Advice

When is the right time to buy or sell Calvert Aggressive Allocation? Buying financial instruments such as Calvert Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Calvert Aggressive in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Oil And Gas Thematic Idea Now

Oil And Gas
Oil And Gas Theme
Companies involved in drilling, production, and distribution of oil and gas pipelines. The Oil And Gas theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Oil And Gas Theme or any other thematic opportunities.
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Continue to Calvert Aggressive Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Calvert Aggressive information on this page should be used as a complementary analysis to other Calvert Aggressive's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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Please note, there is a significant difference between Calvert Aggressive's value and its price as these two are different measures arrived at by different means. Investors typically determine Calvert Aggressive value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Calvert Aggressive'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.