Balanced Fund Retail Fund Market Value
| FLDFX Fund | USD 14.00 0.03 0.21% |
| 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.
| 11/16/2025 |
| 02/14/2026 |
If you would invest 0.00 in Balanced Fund on November 16, 2025 and sell it all today you would earn a total of 0.00 from holding Balanced Fund Retail or generate 0.0% return on investment in Balanced Fund over 90 days. Balanced Fund is related to or competes with Dynamic Growth, Blackrock Conservative, Huber Capital, Segall Bryant, American Beacon, Pro-blend(r) Maximum, and Dividend Opportunities. 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 Retail upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5617 | |||
| Information Ratio | 0.0516 | |||
| Maximum Drawdown | 4.03 | |||
| Value At Risk | (0.96) | |||
| Potential Upside | 0.9339 |
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 | 0.1278 | |||
| Jensen Alpha | 0.0553 | |||
| Total Risk Alpha | 0.0455 | |||
| Sortino Ratio | 0.0583 | |||
| Treynor Ratio | 0.1486 |
Balanced Fund February 14, 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 | 0.1278 | |||
| Market Risk Adjusted Performance | 0.1586 | |||
| Mean Deviation | 0.4506 | |||
| Semi Deviation | 0.3597 | |||
| Downside Deviation | 0.5617 | |||
| Coefficient Of Variation | 618.27 | |||
| Standard Deviation | 0.635 | |||
| Variance | 0.4032 | |||
| Information Ratio | 0.0516 | |||
| Jensen Alpha | 0.0553 | |||
| Total Risk Alpha | 0.0455 | |||
| Sortino Ratio | 0.0583 | |||
| Treynor Ratio | 0.1486 | |||
| Maximum Drawdown | 4.03 | |||
| Value At Risk | (0.96) | |||
| Potential Upside | 0.9339 | |||
| Downside Variance | 0.3155 | |||
| Semi Variance | 0.1294 | |||
| Expected Short fall | (0.54) | |||
| Skewness | 1.02 | |||
| Kurtosis | 4.19 |
Balanced Fund Retail Backtested Returns
At this stage we consider Balanced Mutual Fund to be very steady. Balanced Fund Retail secures Sharpe Ratio (or Efficiency) of 0.21, which signifies that the fund had a 0.21 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Balanced Fund Retail, which you can use to evaluate the volatility of the entity. Please confirm Balanced Fund's Risk Adjusted Performance of 0.1278, mean deviation of 0.4506, and Downside Deviation of 0.5617 to double-check if the risk estimate we provide is consistent with the expected return of 0.14%. The fund shows a Beta (market volatility) of 0.62, 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 | 0.85 |
Very good predictability
Balanced Fund Retail has very good predictability. Overlapping area represents the amount of predictability between Balanced Fund time series from 16th of November 2025 to 31st of December 2025 and 31st of December 2025 to 14th of February 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 Retail price movement. The serial correlation of 0.85 indicates that around 85.0% of current Balanced Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.85 | |
| Spearman Rank Test | 0.83 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
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.
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