Moderately Servative Balanced Fund Manager Performance Evaluation
| SBCCX Fund | USD 11.27 0.01 0.09% |
The fund secures a Beta (Market Risk) of 0.0676, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Moderately Conservative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Moderately Conservative is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Moderately Servative Balanced are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Moderately Conservative is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 2.7900 |
Moderately |
Moderately Conservative Relative Risk vs. Return Landscape
If you would invest 1,070 in Moderately Servative Balanced on August 29, 2024 and sell it today you would earn a total of 57.00 from holding Moderately Servative Balanced or generate 5.33% return on investment over 90 days. Moderately Servative Balanced is currently producing 0.0824% returns and takes up 0.4995% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Moderately, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Moderately Conservative Current Valuation
Fairly Valued
Today
Please note that Moderately Conservative's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Moderately Conservative secures a last-minute Real Value of $11.17 per share. The latest price of the fund is $11.27. We determine the value of Moderately Conservative from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Moderately Conservative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Moderately Mutual Fund. However, Moderately Conservative's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.27 | Real 11.17 | Hype 11.27 | Naive 11.23 |
The intrinsic value of Moderately Conservative's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Moderately Conservative's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Moderately Servative Balanced helps investors to forecast how Moderately mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Moderately Conservative more accurately as focusing exclusively on Moderately Conservative's fundamentals will not take into account other important factors: Moderately Conservative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Moderately Conservative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Moderately Servative Balanced, and traders can use it to determine the average amount a Moderately Conservative's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1649
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| Cash | SBCCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Moderately Conservative is performing at about 12% 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 Moderately Conservative by adding it to a well-diversified portfolio.
Moderately Conservative Fundamentals Growth
Moderately Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Moderately Conservative, and Moderately Conservative fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Moderately Mutual Fund performance.
| Total Asset | 649.69 K | |||
About Moderately Conservative Performance
Evaluating Moderately Conservative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Moderately Conservative has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Moderately Conservative has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . Moderately Conservative is traded on NASDAQ Exchange in the United States.Things to note about Moderately Conservative performance evaluation
Checking the ongoing alerts about Moderately Conservative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Moderately Conservative help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 17.47% of its assets in cash |
- Analyzing Moderately Conservative's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Moderately Conservative's stock is overvalued or undervalued compared to its peers.
- Examining Moderately Conservative's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Moderately Conservative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Moderately Conservative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Moderately Conservative's mutual fund. These opinions can provide insight into Moderately Conservative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Moderately Mutual Fund
Moderately Conservative 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 Conservative security.
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