James Balanced's market value is the price at which a share of James Balanced trades on a public exchange. It measures the collective expectations of James Balanced Golden investors about its performance. James Balanced is trading at 24.57 as of the 16th of February 2026; that is 0.20 percent up since the beginning of the trading day. The fund's open price was 24.52. With this module, you can estimate the performance of a buy and hold strategy of James Balanced Golden and determine expected loss or profit from investing in James Balanced over a given investment horizon. Check out James Balanced Correlation, James Balanced Volatility and James Balanced Performance module to complement your research on James Balanced.
Please note, there is a significant difference between James Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine if James Balanced is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, James Balanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
James Balanced '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 James Balanced'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 James Balanced.
0.00
11/18/2025
No Change 0.00
0.0
In 3 months and 1 day
02/16/2026
0.00
If you would invest 0.00 in James Balanced on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding James Balanced Golden or generate 0.0% return on investment in James Balanced over 90 days. James Balanced is related to or competes with Deutsche Equity, Blackrock Muniassets, Marsico Growth, T Rowe, Wasatch Micro, Nuance Mid, and Munivest Fund. Under normal circumstances, the fund invests primarily in equity securities of foreign and domestic companies that the A... More
James Balanced 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 James Balanced'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 James Balanced Golden upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for James Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as James Balanced's standard deviation. In reality, there are many statistical measures that can use James Balanced historical prices to predict the future James Balanced's volatility.
Please note, it is not enough to conduct a financial or market analysis of a single entity such as James Balanced. Your research has to be compared to or analyzed against James Balanced's peers to derive any actionable benefits. When done correctly, James Balanced's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in James Balanced Golden.
James Balanced February 16, 2026 Technical Indicators
At this stage we consider James Mutual Fund to be very steady. James Balanced Golden holds Efficiency (Sharpe) Ratio of 0.23, which attests that the entity had a 0.23 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for James Balanced Golden, which you can use to evaluate the volatility of the entity. Please check out James Balanced's Risk Adjusted Performance of 0.1413, downside deviation of 0.4645, and Market Risk Adjusted Performance of 0.2391 to validate if the risk estimate we provide is consistent with the expected return of 0.15%. The fund retains a Market Volatility (i.e., Beta) of 0.45, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, James Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding James Balanced is expected to be smaller as well.
Auto-correlation
0.79
Good predictability
James Balanced Golden has good predictability. Overlapping area represents the amount of predictability between James Balanced time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th 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 James Balanced Golden price movement. The serial correlation of 0.79 indicates that around 79.0% of current James Balanced price fluctuation can be explain by its past prices.
Correlation Coefficient
0.79
Spearman Rank Test
0.7
Residual Average
0.0
Price Variance
0.03
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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 James Mutual Fund
James Balanced financial ratios help investors to determine whether James 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 James with respect to the benefits of owning James Balanced security.