Balanced Fund Institutional Fund Market Value
| BLNIX Fund | USD 14.01 0.07 0.50% |
| Symbol | Balanced |
Balanced Fund 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Balanced Fund's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Balanced Fund.
| 10/25/2025 |
| 01/23/2026 |
If you would invest 0.00 in Balanced Fund on October 25, 2025 and sell it all today you would earn a total of 0.00 from holding Balanced Fund Institutional or generate 0.0% return on investment in Balanced Fund over 90 days. Balanced Fund is related to or competes with Franklin Small, Siit Small, Omni Small-cap, Gmo Small, and Hunter Small. The fund invests primarily in common and preferred stocks, as well as fixed income securities More
Balanced Fund Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Balanced Fund's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Balanced Fund Institutional upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5762 | |||
| Information Ratio | (0.0004) | |||
| Maximum Drawdown | 4.12 | |||
| Value At Risk | (0.92) | |||
| Potential Upside | 0.9217 |
Balanced Fund Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Balanced Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Balanced Fund's standard deviation. In reality, there are many statistical measures that can use Balanced Fund historical prices to predict the future Balanced Fund's volatility.| Risk Adjusted Performance | 0.1196 | |||
| Jensen Alpha | 0.0291 | |||
| Total Risk Alpha | 0.0133 | |||
| Sortino Ratio | (0.0005) | |||
| Treynor Ratio | 0.1364 |
Balanced Fund January 23, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1196 | |||
| Market Risk Adjusted Performance | 0.1464 | |||
| Mean Deviation | 0.4606 | |||
| Semi Deviation | 0.3712 | |||
| Downside Deviation | 0.5762 | |||
| Coefficient Of Variation | 608.66 | |||
| Standard Deviation | 0.6316 | |||
| Variance | 0.3989 | |||
| Information Ratio | (0.0004) | |||
| Jensen Alpha | 0.0291 | |||
| Total Risk Alpha | 0.0133 | |||
| Sortino Ratio | (0.0005) | |||
| Treynor Ratio | 0.1364 | |||
| Maximum Drawdown | 4.12 | |||
| Value At Risk | (0.92) | |||
| Potential Upside | 0.9217 | |||
| Downside Variance | 0.332 | |||
| Semi Variance | 0.1378 | |||
| Expected Short fall | (0.55) | |||
| Skewness | 0.9546 | |||
| Kurtosis | 4.27 |
Balanced Fund Instit Backtested Returns
At this stage we consider Balanced Mutual Fund to be very steady. Balanced Fund Instit secures Sharpe Ratio (or Efficiency) of 0.13, which signifies that the fund had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Balanced Fund Institutional, which you can use to evaluate the volatility of the entity. Please confirm Balanced Fund's Downside Deviation of 0.5762, mean deviation of 0.4606, and Risk Adjusted Performance of 0.1196 to double-check if the risk estimate we provide is consistent with the expected return of 0.0837%. The fund shows a Beta (market volatility) of 0.69, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Balanced Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Balanced Fund is expected to be smaller as well.
Auto-correlation | -0.07 |
Very weak reverse predictability
Balanced Fund Institutional has very weak reverse predictability. Overlapping area represents the amount of predictability between Balanced Fund time series from 25th of October 2025 to 9th of December 2025 and 9th of December 2025 to 23rd of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Balanced Fund Instit price movement. The serial correlation of -0.07 indicates that barely 7.0% of current Balanced Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.07 | |
| Spearman Rank Test | 0.03 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Balanced Mutual Fund
Balanced Fund 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 Fund security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |