Calvert Mutual Fund Buy Hold or Sell Recommendation

CYBAX
 Fund
  

USD 23.56  0.01  0.0425%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Calvert High Yield is 'Not Rated'. Macroaxis provides Calvert High buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CYBAX positions. The advice algorithm takes into account all of Calvert High's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Calvert High's buy-and-hold perspective. Continue to Calvert High 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 High Yield.

Execute Calvert High 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 High Yield. Macroaxis does not own or have any residual interests in Calvert High Yield or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Calvert High's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Calvert HighBuy Calvert High
Strong Sell

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 High Yield has a Mean Deviation of 0.3902, Standard Deviation of 0.505 and Variance of 0.255
Our investment recommendation module complements current analysts and expert consensus on Calvert High. It analyzes the entity potential to grow using all fundamental, technical, and market related data available at the time. Please makes use of Calvert High five year return and equity positions weight to make buy, hold, or sell decision on Calvert High Yield.

Calvert High Trading Alerts and Improvement Suggestions

Calvert High Yield generated a negative expected return over the last 90 days
Calvert High Yield is unlikely to experience financial distress in the next 2 years
On 31st of October 2022 Calvert High paid $ 0.0946 per share dividend to its current shareholders
Latest headline from news.google.com: A grand re-opening as Boothbay Region YMCA is on the move - Boothbay Register
The fund holds about 13.33% of its assets under management (AUM) in fixed income securities

Calvert High Returns Distribution Density

The distribution of Calvert High's historical returns is an attempt to chart the uncertainty of Calvert High's future price movements. The chart of the probability distribution of Calvert High stock daily returns describes the distribution of returns around its average expected value. We use Calvert High Yield price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Calvert High returns is essential to provide solid investment advice for Calvert High.
Mean Return-0.02Value At Risk-0.83
Potential Upside0.71Standard Deviation0.50
   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 High 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 High 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 High 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 High'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
-0.04
β
Beta against DOW0.21
σ
Overall volatility
0.50
Ir
Information ratio -0.18

Calvert High Volatility Alert

Calvert High Yield exhibits very low volatility with skewness of 0.35 and kurtosis of 0.79. However, we advise investors to further study Calvert High Yield technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Calvert High'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 High'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 High Fundamentals Vs Peers

Comparing Calvert High'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 High's direct or indirect competition across all of the common fundamentals between Calvert High and the related equities. This way, we can detect undervalued stocks with similar characteristics as Calvert High or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Calvert High's fundamental indicators could also be used in its relative valuation, which is a method of valuing Calvert High by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Calvert High to competition
FundamentalsCalvert HighPeer Average
One Year Return1.65 %4.15 %
Three Year Return2.49 %3.60 %
Five Year Return3.22 %3.24 %
Ten Year Return5.83 %1.79 %
Net Asset503.79 M4.11 B
Last Dividend Paid0.090.65
Cash Position Weight2.58 %10.61 %
Equity Positions Weight0.61 %63.90 %
Bond Positions Weight13.33 %11.24 %

About Calvert High Buy or Sell Advice

When is the right time to buy or sell Calvert High Yield? 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 High 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 Marketing Thematic Idea Now

Marketing
Marketing Theme
Companies providing marketing and public relation (PR) services as well as news and media distribution. The Marketing 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 Marketing Theme or any other thematic opportunities.
View All  Next Launch
Continue to Calvert High 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 High Yield information on this page should be used as a complementary analysis to other Calvert High'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 Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

Complementary Tools for Calvert Mutual Fund analysis

When running Calvert High Yield price analysis, check to measure Calvert High'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 High is operating at the current time. Most of Calvert High's value examination focuses on studying past and present price action to predict the probability of Calvert High's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Calvert High's price. Additionally, you may evaluate how the addition of Calvert High to your portfolios can decrease your overall portfolio volatility.
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Go
Price Transformation
Use Price Transformation models to analyze depth of different equity instruments across global markets
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Go
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Go
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Go
Please note, there is a significant difference between Calvert High's value and its price as these two are different measures arrived at by different means. Investors typically determine Calvert High value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Calvert High'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.