Moderate Strategy Fund Manager Performance
The fund secures a Beta (Market Risk) of 0.0, which conveys not very significant fluctuations relative to the market. the returns on MARKET and Moderate Strategy are completely uncorrelated.
Risk-Adjusted Performance
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Weak | Strong |
Over the last 90 days Moderate Strategy Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Moderate Strategy is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreModerate |
Moderate Strategy Relative Risk vs. Return Landscape
If you would invest (100.00) in Moderate Strategy Fund on October 14, 2025 and sell it today you would earn a total of 100.00 from holding Moderate Strategy Fund or generate -100.0% return on investment over 90 days. Moderate Strategy Fund is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Moderate, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Moderate Strategy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Moderate Strategy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Moderate Strategy Fund, and traders can use it to determine the average amount a Moderate Strategy'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 = 0.0
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Based on monthly moving average Moderate Strategy is not performing at its full potential. However, 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 Moderate Strategy by adding Moderate Strategy to a well-diversified portfolio.
Moderate Strategy Fundamentals Growth
Moderate Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Moderate Strategy, and Moderate Strategy 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 Moderate Mutual Fund performance.
| Price To Earning | 17.29 X | |||
| Price To Book | 1.74 X | |||
| Price To Sales | 1.29 X | |||
| Total Asset | 32.77 M | |||
Things to note about Moderate Strategy performance evaluation
Checking the ongoing alerts about Moderate Strategy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Moderate Strategy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Moderate Strategy is not yet fully synchronised with the market data | |
| Moderate Strategy has some characteristics of a very speculative penny stock | |
| Moderate Strategy has a very high chance of going through financial distress in the upcoming years | |
| The fund retains about 42.62% of its assets under management (AUM) in fixed income securities |
- Analyzing Moderate Strategy'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 Moderate Strategy's stock is overvalued or undervalued compared to its peers.
- Examining Moderate Strategy'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 Moderate Strategy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Moderate Strategy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Moderate Strategy's mutual fund. These opinions can provide insight into Moderate Strategy's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
Other Consideration for investing in Moderate Mutual Fund
If you are still planning to invest in Moderate Strategy check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Moderate Strategy's history and understand the potential risks before investing.
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