Balanced Fund Institutional Fund Price on May 6, 9024
| FOBPX Fund | USD 20.70 0.05 0.24% |
Below is the normalized historical share price chart for Balanced Fund Institutional extending back to October 17, 2011. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Balanced Fund stands at 20.70, as last reported on the 24th of November, with the highest price reaching 20.70 and the lowest price hitting 20.70 during the day.
If you're considering investing in Balanced Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Balanced Mutual Fund to be very steady. Balanced Fund Instit secures Sharpe Ratio (or Efficiency) of 0.0883, which signifies that the fund had a 0.0883% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Balanced Fund Institutional, which you can use to evaluate the volatility of the entity. Please confirm Balanced Fund's Mean Deviation of 0.358, risk adjusted performance of 0.0593, and Downside Deviation of 0.5208 to double-check if the risk estimate we provide is consistent with the expected return of 0.0418%.
Balanced Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Balanced |
Sharpe Ratio = 0.0883
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FOBPX |
Estimated Market Risk
| 0.47 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Balanced Fund is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Balanced Fund by adding it to a well-diversified portfolio.
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
About Balanced Fund Mutual Fund history
Balanced Fund investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Balanced is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Balanced Fund Instit will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Balanced Fund stock prices may prove useful in developing a viable investing in Balanced Fund
The funds Sub-Adviser will allocate its assets among stocks, fixed income securities, and cash equivalents. The fund will normally invest 25 percent to 75 percent of its assets in stocks and convertible securities and at least 25 percent of its total assets in fixed income securities. The fund may also invest in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalizations.
Balanced Fund Mutual Fund Technical Analysis
Balanced Fund technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Balanced Fund Period Price Range
Low | November 24, 2024
| High |
0.00 | 0.00 |
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Balanced Fund November 24, 2024 Market Strength
Market strength indicators help investors to evaluate how Balanced Fund mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Balanced Fund shares will generate the highest return on investment. By undertsting and applying Balanced Fund mutual fund market strength indicators, traders can identify Balanced Fund Institutional entry and exit signals to maximize returns
Balanced Fund Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Balanced Fund's price direction in advance. Along with the technical and fundamental analysis of Balanced Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Balanced to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0593 | |||
| Jensen Alpha | 0.0341 | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.17) | |||
| Treynor Ratio | (1.32) |
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| Volume Indicators |
Other Information on Investing in Balanced Mutual Fund
Balanced Fund 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 Fund security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |