Balanced Strategy Fund Market Value
| RBLAX Fund | USD 11.76 0.15 1.26% |
| Symbol | Balanced |
Balanced Strategy '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 Strategy'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 Strategy.
| 12/04/2025 |
| 03/04/2026 |
If you would invest 0.00 in Balanced Strategy on December 4, 2025 and sell it all today you would earn a total of 0.00 from holding Balanced Strategy Fund or generate 0.0% return on investment in Balanced Strategy over 90 days. Balanced Strategy is related to or competes with International Developed, Global Real, Global Real, Global Real, Global Real, Global Real, and Growth Strategy. The fund is a fund of funds, which seeks to achieve its objective by investing in a combination of several other Russell... More
Balanced Strategy 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 Strategy'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 Strategy Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.4787 | |||
| Information Ratio | 0.0189 | |||
| Maximum Drawdown | 1.87 | |||
| Value At Risk | (0.60) | |||
| Potential Upside | 0.5286 |
Balanced Strategy Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Balanced Strategy's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Balanced Strategy's standard deviation. In reality, there are many statistical measures that can use Balanced Strategy historical prices to predict the future Balanced Strategy's volatility.| Risk Adjusted Performance | 0.0918 | |||
| Jensen Alpha | 0.0282 | |||
| Total Risk Alpha | 0.0245 | |||
| Sortino Ratio | 0.0163 | |||
| Treynor Ratio | 0.1002 |
Balanced Strategy March 4, 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 | 0.0918 | |||
| Market Risk Adjusted Performance | 0.1102 | |||
| Mean Deviation | 0.3098 | |||
| Semi Deviation | 0.3453 | |||
| Downside Deviation | 0.4787 | |||
| Coefficient Of Variation | 752.92 | |||
| Standard Deviation | 0.4112 | |||
| Variance | 0.1691 | |||
| Information Ratio | 0.0189 | |||
| Jensen Alpha | 0.0282 | |||
| Total Risk Alpha | 0.0245 | |||
| Sortino Ratio | 0.0163 | |||
| Treynor Ratio | 0.1002 | |||
| Maximum Drawdown | 1.87 | |||
| Value At Risk | (0.60) | |||
| Potential Upside | 0.5286 | |||
| Downside Variance | 0.2292 | |||
| Semi Variance | 0.1193 | |||
| Expected Short fall | (0.35) | |||
| Skewness | (0.57) | |||
| Kurtosis | 1.69 |
Balanced Strategy Backtested Returns
At this stage we consider Balanced Mutual Fund to be very steady. Balanced Strategy secures Sharpe Ratio (or Efficiency) of 0.11, which signifies that the fund had a 0.11 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Balanced Strategy Fund, which you can use to evaluate the volatility of the entity. Please confirm Balanced Strategy's Risk Adjusted Performance of 0.0918, downside deviation of 0.4787, and Mean Deviation of 0.3098 to double-check if the risk estimate we provide is consistent with the expected return of 0.0461%. The fund shows a Beta (market volatility) of 0.45, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Balanced Strategy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Balanced Strategy is expected to be smaller as well.
Auto-correlation | 0.74 |
Good predictability
Balanced Strategy Fund has good predictability. Overlapping area represents the amount of predictability between Balanced Strategy time series from 4th of December 2025 to 18th of January 2026 and 18th of January 2026 to 4th of March 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 Strategy price movement. The serial correlation of 0.74 indicates that around 74.0% of current Balanced Strategy price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.74 | |
| Spearman Rank Test | 0.62 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
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 Strategy 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 Strategy security.
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