Conservative Balanced Allocation Fund Year To Date Return
| SUMCX Fund | USD 11.43 0.01 0.09% |
Conservative Balanced Allocation fundamentals help investors to digest information that contributes to Conservative Balanced's financial success or failures. It also enables traders to predict the movement of Conservative Mutual Fund. The fundamental analysis module provides a way to measure Conservative Balanced's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Conservative Balanced mutual fund.
Conservative |
Conservative Balanced Allocation Mutual Fund Year To Date Return Analysis
Conservative Balanced's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Conservative Balanced Year To Date Return | 9.13 % |
Most of Conservative Balanced's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Conservative Balanced Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Conservative Balanced Allocation has a Year To Date Return of 9.1346%. This is much higher than that of the Saratoga family and significantly higher than that of the Allocation--30% to 50% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Conservative Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Conservative Balanced's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Conservative Balanced could also be used in its relative valuation, which is a method of valuing Conservative Balanced by comparing valuation metrics of similar companies.Conservative Balanced is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Conservative Balanced
The fund invests 33.2% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (4.71%) , cash (31.92%) and various exotic instruments.Asset allocation divides Conservative Balanced's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Conservative Fundamentals
| Total Asset | 2.55 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 9.13 % | |||
| One Year Return | 13.06 % | |||
| Three Year Return | 2.41 % | |||
| Five Year Return | 4.92 % | |||
| Net Asset | 2.2 M | |||
| Last Dividend Paid | 0.22 | |||
| Cash Position Weight | 31.92 % | |||
| Equity Positions Weight | 33.20 % | |||
| Bond Positions Weight | 4.71 % |
About Conservative Balanced Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Conservative Balanced Allocation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Conservative Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Conservative Balanced Allocation based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Conservative Balanced financial ratios help investors to determine whether Conservative 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 Conservative with respect to the benefits of owning Conservative Balanced security.
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