Balanced Portfolio Financials
| JABLX Fund | USD 52.27 0.22 0.42% |
Balanced |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Balanced Portfolio Fund Summary
Balanced Portfolio competes with Enhanced Fixed, Gmo Global, Ultra-short Fixed, Old Westbury, and Aqr Long-short. The Portfolio pursues its investment objective by normally investing 35-70 percent of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 25 percent of its assets in fixed-income senior securities. The Portfolio may also invest in foreign securities, which may include investments in emerging markets.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4710214028 |
| Business Address | Janus Aspen Series |
| Mutual Fund Family | Janus Henderson |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 877 335 2687 |
| Currency | USD - US Dollar |
Balanced Portfolio Key Financial Ratios
Balanced Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Balanced Portfolio's current stock value. Our valuation model uses many indicators to compare Balanced Portfolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Balanced Portfolio competition to find correlations between indicators driving Balanced Portfolio's intrinsic value. More Info.Balanced Portfolio Institutional is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.48 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Balanced Portfolio Institutional is roughly 2.07 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Balanced Portfolio's earnings, one of the primary drivers of an investment's value.Balanced Portfolio Systematic Risk
Balanced Portfolio's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Balanced Portfolio volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Balanced Portfolio correlated with the market. If Beta is less than 0 Balanced Portfolio generally moves in the opposite direction as compared to the market. If Balanced Portfolio Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Balanced Portfolio is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Balanced Portfolio is generally in the same direction as the market. If Beta > 1 Balanced Portfolio moves generally in the same direction as, but more than the movement of the benchmark.
Balanced Portfolio February 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Balanced Portfolio help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Balanced Portfolio Institutional. We use our internally-developed statistical techniques to arrive at the intrinsic value of Balanced Portfolio Institutional based on widely used predictive technical indicators. In general, we focus on analyzing Balanced Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Balanced Portfolio's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6886 | |||
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 3.34 | |||
| Value At Risk | (1.07) | |||
| Potential Upside | 0.8269 |
Other Information on Investing in Balanced Mutual Fund
Balanced Portfolio financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Portfolio security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |