Conservative Strategy Fund Market Value
| RCLAX Fund | USD 9.18 0.01 0.11% |
| Symbol | Conservative |
Conservative 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 Conservative 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 Conservative Strategy.
| 11/07/2025 |
| 02/05/2026 |
If you would invest 0.00 in Conservative Strategy on November 7, 2025 and sell it all today you would earn a total of 0.00 from holding Conservative Strategy Fund or generate 0.0% return on investment in Conservative Strategy over 90 days. Conservative Strategy is related to or competes with Ab Value, Aam Select, and Balanced Fund. The investment seeks to provide current income and capital preservation, and as a secondary objective, long term capital... More
Conservative 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 Conservative 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 Conservative Strategy Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2721 | |||
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 0.8783 | |||
| Value At Risk | (0.33) | |||
| Potential Upside | 0.3315 |
Conservative Strategy Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Conservative Strategy's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Conservative Strategy's standard deviation. In reality, there are many statistical measures that can use Conservative Strategy historical prices to predict the future Conservative Strategy's volatility.| Risk Adjusted Performance | 0.0859 | |||
| Jensen Alpha | 0.0181 | |||
| Total Risk Alpha | 0.0105 | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.4898 |
Conservative Strategy February 5, 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 | 0.0859 | |||
| Market Risk Adjusted Performance | 0.4998 | |||
| Mean Deviation | 0.1443 | |||
| Semi Deviation | 0.0112 | |||
| Downside Deviation | 0.2721 | |||
| Coefficient Of Variation | 654.6 | |||
| Standard Deviation | 0.1931 | |||
| Variance | 0.0373 | |||
| Information Ratio | (0.08) | |||
| Jensen Alpha | 0.0181 | |||
| Total Risk Alpha | 0.0105 | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.4898 | |||
| Maximum Drawdown | 0.8783 | |||
| Value At Risk | (0.33) | |||
| Potential Upside | 0.3315 | |||
| Downside Variance | 0.074 | |||
| Semi Variance | 1.0E-4 | |||
| Expected Short fall | (0.20) | |||
| Skewness | (0.68) | |||
| Kurtosis | 0.8951 |
Conservative Strategy Backtested Returns
At this stage we consider Conservative Mutual Fund to be very steady. Conservative Strategy secures Sharpe Ratio (or Efficiency) of 0.15, which signifies that the fund had a 0.15 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Conservative Strategy Fund, which you can use to evaluate the volatility of the entity. Please confirm Conservative Strategy's Downside Deviation of 0.2721, risk adjusted performance of 0.0859, and Mean Deviation of 0.1443 to double-check if the risk estimate we provide is consistent with the expected return of 0.0295%. The fund shows a Beta (market volatility) of 0.0398, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Conservative Strategy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Conservative Strategy is expected to be smaller as well.
Auto-correlation | 0.66 |
Good predictability
Conservative Strategy Fund has good predictability. Overlapping area represents the amount of predictability between Conservative Strategy time series from 7th of November 2025 to 22nd of December 2025 and 22nd of December 2025 to 5th 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 Conservative Strategy price movement. The serial correlation of 0.66 indicates that around 66.0% of current Conservative Strategy price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.66 | |
| Spearman Rank Test | 0.64 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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 Conservative Mutual Fund
Conservative Strategy financial ratios help investors to determine whether Conservative 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 Conservative with respect to the benefits of owning Conservative Strategy security.
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