Moderately Aggressive Balanced Fund Manager Performance Evaluation
| SAMAX Fund | USD 12.50 0.08 0.64% |
The fund secures a Beta (Market Risk) of 0.62, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Moderately Aggressive's returns are expected to increase less than the market. However, during the bear market, the loss of holding Moderately Aggressive is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Moderately Aggressive Balanced are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Moderately Aggressive is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 2.2100 |
Moderately |
Moderately Aggressive Relative Risk vs. Return Landscape
If you would invest 1,181 in Moderately Aggressive Balanced on August 28, 2024 and sell it today you would earn a total of 69.00 from holding Moderately Aggressive Balanced or generate 5.84% return on investment over 90 days. Moderately Aggressive Balanced is currently producing 0.0917% returns and takes up 0.5583% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Moderately, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Moderately Aggressive Current Valuation
Fairly Valued
Today
Please note that Moderately Aggressive's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Moderately Aggressive secures a last-minute Real Value of $12.38 per share. The latest price of the fund is $12.5. We determine the value of Moderately Aggressive from analyzing 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 merge together.
Since Moderately Aggressive is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Moderately Mutual Fund. However, Moderately Aggressive'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 12.5 | Real 12.38 | Hype 12.5 | Naive 12.3 |
The intrinsic value of Moderately Aggressive'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 Moderately Aggressive'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 Moderately Aggressive Balanced helps investors to forecast how Moderately 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 Moderately Aggressive more accurately as focusing exclusively on Moderately Aggressive's fundamentals will not take into account other important factors: Moderately Aggressive Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Moderately Aggressive's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Moderately Aggressive Balanced, and traders can use it to determine the average amount a Moderately Aggressive'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 = 0.1643
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| Cash | SAMAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.56 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Moderately Aggressive is performing at about 12% 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 Moderately Aggressive by adding it to a well-diversified portfolio.
Moderately Aggressive Fundamentals Growth
Moderately Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Moderately Aggressive, and Moderately Aggressive 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 Moderately Mutual Fund performance.
| Total Asset | 854.1 K | ||||
About Moderately Aggressive Performance
Evaluating Moderately Aggressive's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Moderately Aggressive 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 Moderately Aggressive 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 Moderately Aggressive performance evaluation
Checking the ongoing alerts about Moderately Aggressive for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Moderately Aggressive 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 15.84% of its assets in cash |
- Analyzing Moderately Aggressive'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 Moderately Aggressive's stock is overvalued or undervalued compared to its peers.
- Examining Moderately Aggressive'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 Moderately Aggressive's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Moderately Aggressive's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Moderately Aggressive's mutual fund. These opinions can provide insight into Moderately Aggressive's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Moderately Mutual Fund
Moderately Aggressive financial ratios help investors to determine whether Moderately 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 Moderately with respect to the benefits of owning Moderately Aggressive security.
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