Asset Allocation Fund Market Value
| VCAAX Fund | USD 12.81 0.07 0.54% |
| Symbol | ASSET |
Asset Allocation '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 Asset Allocation'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 Asset Allocation.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Asset Allocation on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Asset Allocation Fund or generate 0.0% return on investment in Asset Allocation over 90 days. Asset Allocation is related to or competes with Small Cap, Queens Road, American Beacon, Heartland Value, Ab Discovery, Pace Small/medium, and Goldman Sachs. Under normal circumstances, the advisor intends to invest approximately 60 percent of its assets in equity securities an... More
Asset Allocation 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 Asset Allocation'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 Asset Allocation Fund upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 2.34 | |||
| Value At Risk | (0.70) | |||
| Potential Upside | 0.7064 |
Asset Allocation Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Asset Allocation's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Asset Allocation's standard deviation. In reality, there are many statistical measures that can use Asset Allocation historical prices to predict the future Asset Allocation's volatility.| Risk Adjusted Performance | (0.02) | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.05) | |||
| Treynor Ratio | (0.03) |
Asset Allocation February 16, 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 | (0.02) | |||
| Market Risk Adjusted Performance | (0.02) | |||
| Mean Deviation | 0.3373 | |||
| Coefficient Of Variation | (9,349) | |||
| Standard Deviation | 0.4559 | |||
| Variance | 0.2079 | |||
| Information Ratio | (0.16) | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.05) | |||
| Treynor Ratio | (0.03) | |||
| Maximum Drawdown | 2.34 | |||
| Value At Risk | (0.70) | |||
| Potential Upside | 0.7064 | |||
| Skewness | (0.59) | |||
| Kurtosis | 1.23 |
Asset Allocation Backtested Returns
At this stage we consider ASSET Mutual Fund to be very steady. Asset Allocation secures Sharpe Ratio (or Efficiency) of 0.0675, which signifies that the fund had a 0.0675 % return per unit of risk over the last 3 months. We have found twenty technical indicators for Asset Allocation Fund, which you can use to evaluate the volatility of the entity. Please confirm Asset Allocation's Standard Deviation of 0.4559, risk adjusted performance of (0.02), and Mean Deviation of 0.3373 to double-check if the risk estimate we provide is consistent with the expected return of 0.0293%. The fund shows a Beta (market volatility) of 0.44, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Asset Allocation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Asset Allocation is expected to be smaller as well.
Auto-correlation | -0.24 |
Weak reverse predictability
Asset Allocation Fund has weak reverse predictability. Overlapping area represents the amount of predictability between Asset Allocation 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 Asset Allocation price movement. The serial correlation of -0.24 indicates that over 24.0% of current Asset Allocation price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.24 | |
| Spearman Rank Test | -0.07 | |
| 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 ASSET Mutual Fund
Asset Allocation financial ratios help investors to determine whether ASSET 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 ASSET with respect to the benefits of owning Asset Allocation security.
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