Moderately Aggressive Balanced Fund Manager Performance Evaluation
The fund secures a Beta (Market Risk) of 0.43, 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
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Moderately Aggressive Balanced are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Moderately Aggressive may actually be approaching a critical reversion point that can send shares even higher in February 2026.
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Moderately Aggressive Relative Risk vs. Return Landscape
If you would invest 1,116 in Moderately Aggressive Balanced on October 25, 2025 and sell it today you would earn a total of 112.00 from holding Moderately Aggressive Balanced or generate 10.04% return on investment over 90 days. Moderately Aggressive Balanced is currently producing 0.167% returns and takes up 1.2566% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Moderately, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
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.
Based on monthly moving average Moderately Aggressive is performing at about 10% 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 | 989.42 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 . Moderately Aggressive is traded on NASDAQ Exchange in the United States.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.| Moderately Aggressive is not yet fully synchronised with the market data | |
| The fund maintains about 16.1% 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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