Strategic Allocation Aggressive Fund Manager Performance Evaluation
| AAAIX Fund | USD 8.64 0.04 0.47% |
The entity has a beta of 0.59, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Strategic Allocation:'s returns are expected to increase less than the market. However, during the bear market, the loss of holding Strategic Allocation: is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Strategic Allocation Aggressive are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Strategic Allocation: is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of December 2022 | |
| Expense Ratio | 0.6000 |
Strategic |
Strategic Allocation: Relative Risk vs. Return Landscape
If you would invest 812.00 in Strategic Allocation Aggressive on September 1, 2024 and sell it today you would earn a total of 52.00 from holding Strategic Allocation Aggressive or generate 6.4% return on investment over 90 days. Strategic Allocation Aggressive is currently producing 0.0983% returns and takes up 0.5116% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Strategic, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Strategic Allocation: Current Valuation
Fairly Valued
Today
Please note that Strategic Allocation:'s price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Strategic Allocation: has a current Real Value of $8.56 per share. The regular price of the fund is $8.64. We determine the value of Strategic Allocation: from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Strategic Allocation: is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Strategic Mutual Fund. However, Strategic Allocation:'s intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 8.64 | Real 8.56 | Hype 8.64 | Naive 8.67 |
The intrinsic value of Strategic Allocation:'s stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Strategic Allocation:'s stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Strategic Allocation Aggressive helps investors to forecast how Strategic mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Strategic Allocation: more accurately as focusing exclusively on Strategic Allocation:'s fundamentals will not take into account other important factors: Strategic Allocation: Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Strategic Allocation:'s investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Strategic Allocation Aggressive, and traders can use it to determine the average amount a Strategic Allocation:'s price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1922
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| Cash | AAAIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Strategic Allocation: is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Strategic Allocation: by adding it to a well-diversified portfolio.
Strategic Allocation: Fundamentals Growth
Strategic Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Strategic Allocation:, and Strategic Allocation: fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Strategic Mutual Fund performance.
| Price To Earning | 18.44 X | ||||
| Price To Book | 2.44 X | ||||
| Price To Sales | 1.57 X | ||||
| Total Asset | 56.4 M | ||||
About Strategic Allocation: Performance
Evaluating Strategic Allocation:'s performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Strategic Allocation: has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Strategic Allocation: has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The funds asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 79 percent of its assets in stocks, 20 percent of its assets in bonds, and 1 percent of its assets in cash equivalents. The fund also invests in a variety of debt securities payable in U.S. and foreign currencies. It may invest in any type of U.S. or foreign equity security that meets certain fundamental and technical standards. The fund may invest up to 10 percent of its assets in below investment-grade securities.Things to note about Strategic Allocation: performance evaluation
Checking the ongoing alerts about Strategic Allocation: for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Strategic Allocation: help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 6.12% of its assets under management (AUM) in cash |
- Analyzing Strategic Allocation:'s financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Strategic Allocation:'s stock is overvalued or undervalued compared to its peers.
- Examining Strategic Allocation:'s industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Strategic Allocation:'s management team can have a significant impact on its success or failure. Reviewing the track record and experience of Strategic Allocation:'s management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Strategic Allocation:'s mutual fund. These opinions can provide insight into Strategic Allocation:'s potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Strategic Mutual Fund
Strategic Allocation: financial ratios help investors to determine whether Strategic 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 Strategic with respect to the benefits of owning Strategic Allocation: security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |