Aggressive Balanced Allocation Fund Manager Performance Evaluation
| SABIX Fund | USD 12.33 0.07 0.57% |
The fund shows a Beta (market volatility) of 0.83, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Aggressive Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Aggressive Balanced is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Aggressive Balanced Allocation are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Aggressive Balanced showed solid returns over the last few months and may actually be approaching a breakup point.
...moreAggressive |
Aggressive Balanced Relative Risk vs. Return Landscape
If you would invest 1,089 in Aggressive Balanced Allocation on November 17, 2025 and sell it today you would earn a total of 144.00 from holding Aggressive Balanced Allocation or generate 13.22% return on investment over 90 days. Aggressive Balanced Allocation is currently producing 0.2079% returns and takes up 1.2558% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Aggressive, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aggressive Balanced Current Valuation
Undervalued
Today
Please note that Aggressive Balanced's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Aggressive Balanced shows a prevailing Real Value of $13.17 per share. The current price of the fund is $12.33. We determine the value of Aggressive Balanced from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Aggressive Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aggressive Mutual Fund. However, Aggressive Balanced'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 12.33 | Real 13.17 | Hype 12.33 |
The intrinsic value of Aggressive Balanced'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 Aggressive Balanced'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 Aggressive Balanced Allocation helps investors to forecast how Aggressive 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 Aggressive Balanced more accurately as focusing exclusively on Aggressive Balanced's fundamentals will not take into account other important factors: Aggressive Balanced Target Price Odds to finish over Current Price
The tendency of Aggressive Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 12.33 | 90 days | 12.33 | about 23.45 |
Based on a normal probability distribution, the odds of Aggressive Balanced to move above the current price in 90 days from now is about 23.45 (This Aggressive Balanced Allocation probability density function shows the probability of Aggressive Mutual Fund to fall within a particular range of prices over 90 days) .
Aggressive Balanced Price Density |
| Price |
Predictive Modules for Aggressive Balanced
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Aggressive Balanced. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Aggressive Balanced Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Aggressive Balanced is not an exception. The market had few large corrections towards the Aggressive Balanced's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Aggressive Balanced Allocation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Aggressive Balanced within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.10 | |
β | Beta against Dow Jones | 0.83 | |
σ | Overall volatility | 0.58 | |
Ir | Information ratio | 0.07 |
Aggressive Balanced Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Aggressive Balanced for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Aggressive Balanced can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 14.29% of its assets in cash |
Aggressive Balanced Fundamentals Growth
Aggressive Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aggressive Balanced, and Aggressive Balanced 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 Aggressive Mutual Fund performance.
| Total Asset | 1.04 M | ||||
About Aggressive Balanced Performance
Evaluating Aggressive Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aggressive Balanced 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 Aggressive Balanced 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 Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.Things to note about Aggressive Balanced performance evaluation
Checking the ongoing alerts about Aggressive Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aggressive Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 14.29% of its assets in cash |
- Analyzing Aggressive Balanced'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 Aggressive Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Aggressive Balanced'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 Aggressive Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aggressive Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aggressive Balanced's mutual fund. These opinions can provide insight into Aggressive Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Aggressive Mutual Fund
Aggressive Balanced financial ratios help investors to determine whether Aggressive 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 Aggressive with respect to the benefits of owning Aggressive Balanced security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |