Moderately Aggressive Financials
| SAMIX Fund | USD 12.52 0.06 0.48% |
Moderately |
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.
Moderately Aggressive Fund Summary
Moderately Aggressive competes with Salient Alternative, Aggressive Balanced, Salient Alternative, Moderately Aggressive, and Moderately Aggressive. The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.Specialization | Allocation--50% to 70% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Saratoga Advantage Trust |
| Mutual Fund Family | Saratoga |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 807 3863 |
| Currency | USD - US Dollar |
Moderately Aggressive Key Financial Ratios
Moderately Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Moderately Aggressive's current stock value. Our valuation model uses many indicators to compare Moderately Aggressive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Moderately Aggressive competition to find correlations between indicators driving Moderately Aggressive's intrinsic value. More Info.Moderately Aggressive Balanced is rated second largest fund in annual yield among similar funds. It is rated fifth largest fund in year to date return among similar funds creating about 1,301 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 Moderately Aggressive's earnings, one of the primary drivers of an investment's value.Moderately Aggressive Systematic Risk
Moderately Aggressive's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Moderately Aggressive 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Moderately Aggressive correlated with the market. If Beta is less than 0 Moderately Aggressive generally moves in the opposite direction as compared to the market. If Moderately Aggressive Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Moderately Aggressive is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Moderately Aggressive is generally in the same direction as the market. If Beta > 1 Moderately Aggressive moves generally in the same direction as, but more than the movement of the benchmark.
Moderately Aggressive November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Moderately Aggressive help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Moderately Aggressive Balanced. We use our internally-developed statistical techniques to arrive at the intrinsic value of Moderately Aggressive Balanced based on widely used predictive technical indicators. In general, we focus on analyzing Moderately Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Moderately Aggressive's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5542 | |||
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 2.77 | |||
| Value At Risk | (0.90) | |||
| Potential Upside | 1.07 |
Other Information on Investing in Moderately Mutual Fund
Moderately Aggressive financial ratios help investors to determine whether Moderately 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 Moderately with respect to the benefits of owning Moderately Aggressive security.
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