Balanced Portfolio Institutional Fund Price on January 16, 2025
| JABLX Fund | USD 52.27 0.22 0.42% |
If you're considering investing in Balanced Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Balanced Portfolio stands at 52.27, as last reported on the 1st of February, with the highest price reaching 52.27 and the lowest price hitting 52.27 during the day. At this stage we consider Balanced Mutual Fund to be very steady. Balanced Portfolio secures Sharpe Ratio (or Efficiency) of 0.0975, which signifies that the fund had a 0.0975 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Balanced Portfolio Institutional, which you can use to evaluate the volatility of the entity. Please confirm Balanced Portfolio's Risk Adjusted Performance of 0.0779, downside deviation of 0.6836, and Mean Deviation of 0.4439 to double-check if the risk estimate we provide is consistent with the expected return of 0.0589%.
Balanced Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Balanced |
Sharpe Ratio = 0.0975
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| Cash | JABLX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Balanced Portfolio is performing at about 7% 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 Portfolio by adding it to a well-diversified portfolio.
Balanced Portfolio Valuation on January 16, 2025
It is possible to determine the worth of Balanced Portfolio on a given historical date. On January 16, 2025 Balanced was worth 51.47 at the beginning of the trading date compared to the closed value of 51.47. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Balanced Portfolio mutual fund. Still, in general, we apply an absolute valuation method to find Balanced Portfolio's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Balanced Portfolio where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Balanced Portfolio's related companies.
| Open | High | Low | Close | Volume | |
| 51.48 | 51.48 | 51.48 | 51.48 | 1.00 | |
01/16/2025 | 51.47 | 51.47 | 51.47 | 51.47 | 1.00 |
| 51.76 | 51.76 | 51.76 | 51.76 | 1.00 |
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Balanced Portfolio Trading Date Momentum on January 16, 2025
| On January 17 2025 Balanced Portfolio Institutional was traded for 51.76 at the closing time. The highest daily price throughout the period was 51.76 and the lowest price was 51.76 . There was no trading activity during the period 1.0. Lack of trading volume on 01/17/2025 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.56% . The overall trading delta to current closing price is 1.03% . |
Balanced Portfolio Fundamentals Correlations and Trends
By evaluating Balanced Portfolio's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Balanced Portfolio's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Balanced financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Balanced Portfolio Mutual Fund history
Balanced Portfolio 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 Portfolio 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 Portfolio stock prices may prove useful in developing a viable investing in Balanced Portfolio
The Portfolio pursues its investment objective by normally investing 35-65 percent of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. Janus Henderson is traded on NASDAQ Exchange in the United States.
Balanced Portfolio Mutual Fund Technical Analysis
Balanced Portfolio 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 Portfolio Period Price Range
Low | February 1, 2025
| High |
0.00 | 0.00 |
Balanced Portfolio Institutional cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Balanced Portfolio February 1, 2025 Market Strength
Market strength indicators help investors to evaluate how Balanced Portfolio 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 Portfolio shares will generate the highest return on investment. By undertsting and applying Balanced Portfolio mutual fund market strength indicators, traders can identify Balanced Portfolio Institutional entry and exit signals to maximize returns
Balanced Portfolio Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Balanced Portfolio'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 | 0.0779 | |||
| Jensen Alpha | 0.0171 | |||
| Total Risk Alpha | (0.0006) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.1056 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
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| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
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.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |