Moderate Balanced Allocation Fund Price on November 26, 2024
| SBMCX Fund | USD 12.39 0.05 0.41% |
Below is the normalized historical share price chart for Moderate Balanced Allocation extending back to December 29, 2017. 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 Moderate Balanced stands at 12.39, as last reported on the 30th of November, with the highest price reaching 12.39 and the lowest price hitting 12.39 during the day.
If you're considering investing in Moderate Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Moderate Mutual Fund to be very steady. Moderate Balanced has Sharpe Ratio of 0.21, which conveys that the entity had a 0.21% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Moderate Balanced, which you can use to evaluate the volatility of the fund. Please verify Moderate Balanced's Mean Deviation of 0.3948, risk adjusted performance of 0.121, and Downside Deviation of 0.5446 to check out if the risk estimate we provide is consistent with the expected return of 0.1%.
Moderate Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Moderate |
Sharpe Ratio = 0.2117
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SBMCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Moderate Balanced is performing at about 16% 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 Moderate Balanced by adding it to a well-diversified portfolio.
Moderate Balanced Valuation on November 26, 2024
It is possible to determine the worth of Moderate Balanced on a given historical date. On November 26, 2024 Moderate was worth 12.38 at the beginning of the trading date compared to the closed value of 12.38. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Moderate Balanced mutual fund. Still, in general, we apply an absolute valuation method to find Moderate Balanced'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 Moderate Balanced where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Moderate Balanced's related companies.
| Open | High | Low | Close | Volume | |
| 12.36 | 12.36 | 12.36 | 12.36 | 1.00 | |
11/26/2024 | 12.38 | 12.38 | 12.38 | 12.38 | 1.00 |
| 12.34 | 12.34 | 12.34 | 12.34 | 1.00 |
| Backtest Moderate Balanced | | | Moderate Balanced History | | | Moderate Balanced Valuation | Previous | Next |
Moderate Balanced Trading Date Momentum on November 26, 2024
| On November 27 2024 Moderate Balanced Allocation was traded for 12.34 at the closing time. The highest daily price throughout the period was 12.34 and the lowest price was 12.34 . There was no trading activity during the period 1.0. Lack of trading volume on 11/27/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.32% . The trading delta at closing time to current closing price is 0.08% . |
Moderate Balanced Fundamentals Correlations and Trends
By evaluating Moderate Balanced'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 Moderate Balanced's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Moderate financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Moderate Balanced Mutual Fund history
Moderate Balanced 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 Moderate is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Moderate Balanced 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 Moderate Balanced stock prices may prove useful in developing a viable investing in Moderate Balanced
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.
Moderate Balanced Mutual Fund Technical Analysis
Moderate Balanced 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
Moderate Balanced Period Price Range
Low | November 30, 2024
| High |
0.00 | 0.00 |
Moderate Balanced Allocation 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.
Moderate Balanced November 30, 2024 Market Strength
Market strength indicators help investors to evaluate how Moderate Balanced 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 Moderate Balanced shares will generate the highest return on investment. By undertsting and applying Moderate Balanced mutual fund market strength indicators, traders can identify Moderate Balanced Allocation entry and exit signals to maximize returns
Moderate Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Moderate Balanced's price direction in advance. Along with the technical and fundamental analysis of Moderate Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Moderate 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 | 0.121 | |||
| Jensen Alpha | 0.0029 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.1) | |||
| Treynor Ratio | 0.1328 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Moderate Mutual Fund
Moderate Balanced financial ratios help investors to determine whether Moderate 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 Moderate with respect to the benefits of owning Moderate Balanced security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes |