| SUMCX Fund | | | USD 11.43 0.01 0.09% |
Conservative Balanced market-risk-adjusted-performance technical analysis lookup allows you to check this and other technical indicators for Conservative Balanced Allocation or any other equities. You can select from a set of available technical indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations and data normalization technicques. Please check also
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Conservative Balanced Allocation has current Market Risk Adjusted Performance of 0.7069.
MRAP | = | ER[a] + (1/BETA - 1) | X | ER[a] - RFR) |
| = | 0.7069 | |
| ER[a] | = | Expected return on investing in Conservative Balanced |
| RFR | = | Risk Free Rate of return. Typically T-Bill Rate |
| BETA | = | Beta of the asset with market or selected benchmark. |
Conservative Balanced Market Risk Adjusted Performance Peers Comparison
Conservative Market Risk Adjusted Performance Relative To Other Indicators
Conservative Balanced Allocation is rated
fourth largest fund in market risk adjusted performance among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about
1.89 of Maximum Drawdown per Market Risk Adjusted Performance. The ratio of Maximum Drawdown to Market Risk Adjusted Performance for Conservative Balanced Allocation is roughly
1.89
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