Aggressive Balanced Financials
| SABIX Fund | USD 12.12 0.04 0.33% |
Aggressive |
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.
Aggressive Balanced Fund Summary
Aggressive Balanced competes with Upright Growth, Stringer Growth, Small Pany, Riverpark/next Century, and Vy Baron. The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . Aggressive Balanced is traded on NASDAQ Exchange in the United States.Specialization | Allocation--70% to 85% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Saratoga Advantage Trust |
| Mutual Fund Family | Saratoga |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 807 3863 |
| Currency | USD - US Dollar |
Aggressive Balanced Key Financial Ratios
Aggressive Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aggressive Balanced's current stock value. Our valuation model uses many indicators to compare Aggressive Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aggressive Balanced competition to find correlations between indicators driving Aggressive Balanced's intrinsic value. More Info.Aggressive Balanced Allocation is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 240.46 of Year To Date Return per Annual Yield. 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 Aggressive Balanced's earnings, one of the primary drivers of an investment's value.Aggressive Balanced Systematic Risk
Aggressive Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Aggressive Balanced 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 with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Aggressive Balanced correlated with the market. If Beta is less than 0 Aggressive Balanced generally moves in the opposite direction as compared to the market. If Aggressive Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Aggressive Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Aggressive Balanced is generally in the same direction as the market. If Beta > 1 Aggressive Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Aggressive Balanced Thematic Clasifications
Aggressive Balanced Allocation is part of Aggressive Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in instruments and high expected return and risk. Funds or Etfs that attempt to achieve high capital gains by investing in companies with high growth potential and above average risk
This theme covers Funds investing in instruments and high expected return and risk. Funds or Etfs that attempt to achieve high capital gains by investing in companies with high growth potential and above average risk. Get More Thematic Ideas
Aggressive Balanced Allocation is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--70% to 85% Equity category is currently estimated at about 26.29 Billion. Aggressive Balanced adds roughly 683,404 in net asset claiming only tiny portion of funds in Allocation--70% to 85% Equity category.| Aggressive Funds | View |
Aggressive Balanced January 30, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Aggressive Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Aggressive Balanced Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Aggressive Balanced Allocation based on widely used predictive technical indicators. In general, we focus on analyzing Aggressive Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Aggressive Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9542 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 4.49 | |||
| Value At Risk | (1.35) | |||
| Potential Upside | 1.16 |
Other Information on Investing in Aggressive Mutual Fund
Aggressive Balanced financial ratios help investors to determine whether Aggressive 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 Aggressive with respect to the benefits of owning Aggressive Balanced security.
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