Conservative Balanced Allocation Fund Manager Performance Evaluation
| SUMCX Fund | USD 11.43 0.01 0.09% |
The fund shows a Beta (market volatility) of 0.34, 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
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Conservative Balanced Allocation are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Conservative Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 2.5900 |
Conservative |
Conservative Balanced Relative Risk vs. Return Landscape
If you would invest 1,102 in Conservative Balanced Allocation on August 29, 2024 and sell it today you would earn a total of 41.00 from holding Conservative Balanced Allocation or generate 3.72% return on investment over 90 days. Conservative Balanced Allocation is currently producing 0.0587% returns and takes up 0.3653% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Conservative, and 99% 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 $11.36 per share. The current price of the fund is $11.43. 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 11.43 | Real 11.36 | Hype 11.43 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Conservative Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Conservative Balanced Allocation, and traders can use it to determine the average amount a Conservative Balanced'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 = 0.1606
| Best Portfolio | Best Equity | |||
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| Cash | SUMCX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 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 Conservative Balanced 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 Conservative Balanced by adding it to a well-diversified portfolio.
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.
| Total Asset | 2.55 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 . It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.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.
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