Conservative Balanced Allocation Fund Manager Performance Evaluation
| SCAAX Fund | USD 11.42 0.02 0.17% |
The fund shows a Beta (market volatility) of 0.6, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Conservative Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Conservative 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 Conservative Balanced Allocation are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Conservative Balanced may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...moreConservative |
Conservative Balanced Relative Risk vs. Return Landscape
If you would invest 1,053 in Conservative Balanced Allocation on November 1, 2025 and sell it today you would earn a total of 89.00 from holding Conservative Balanced Allocation or generate 8.45% return on investment over 90 days. Conservative Balanced Allocation is currently producing 0.1395% returns and takes up 0.9405% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Conservative, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Conservative Balanced Current Valuation
Fairly Valued
Today
Please note that Conservative Balanced's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Conservative Balanced shows a prevailing Real Value of $11.29 per share. The current price of the fund is $11.42. We determine the value of Conservative 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 Conservative Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Conservative Mutual Fund. However, Conservative 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 11.42 | Real 11.29 | Hype 11.42 | Naive 11.59 |
The intrinsic value of Conservative 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 Conservative 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 Conservative Balanced Allocation helps investors to forecast how Conservative 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 Conservative Balanced more accurately as focusing exclusively on Conservative Balanced's fundamentals will not take into account other important factors: Conservative Balanced Target Price Odds to finish over Current Price
The tendency of Conservative 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 |
| 11.42 | 90 days | 11.42 | about 15.87 |
Based on a normal probability distribution, the odds of Conservative Balanced to move above the current price in 90 days from now is about 15.87 (This Conservative Balanced Allocation probability density function shows the probability of Conservative Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Conservative Balanced has a beta of 0.6. This usually implies as returns on the market go up, Conservative Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Conservative Balanced Allocation will be expected to be much smaller as well. Additionally Conservative Balanced Allocation has an alpha of 0.0951, implying that it can generate a 0.0951 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Conservative Balanced Price Density |
| Price |
Predictive Modules for Conservative 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 Conservative 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.Conservative Balanced Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Conservative Balanced is not an exception. The market had few large corrections towards the Conservative 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 Conservative Balanced Allocation, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Conservative Balanced within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.1 | |
β | Beta against Dow Jones | 0.60 | |
σ | Overall volatility | 0.43 | |
Ir | Information ratio | 0.08 |
Conservative 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 Conservative Balanced for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Conservative 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 31.92% of its assets in cash |
Conservative Balanced Fundamentals Growth
Conservative Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Conservative Balanced, and Conservative 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 Conservative Mutual Fund performance.
| Price To Earning | 11.91 X | |||
| Price To Book | 1.56 X | |||
| Price To Sales | 0.95 X | |||
| Total Asset | 2.54 M | |||
About Conservative Balanced Performance
Evaluating Conservative Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Conservative 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 Conservative 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 . Conservative Balanced is traded on NASDAQ Exchange in the United States.Things to note about Conservative Balanced performance evaluation
Checking the ongoing alerts about Conservative Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Conservative 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 31.92% of its assets in cash |
- Analyzing Conservative 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 Conservative Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Conservative 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 Conservative Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Conservative Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Conservative Balanced's mutual fund. These opinions can provide insight into Conservative Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Conservative Mutual Fund
Conservative Balanced financial ratios help investors to determine whether Conservative 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 Conservative with respect to the benefits of owning Conservative Balanced security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |