Balanced Fund Class Fund Technical Analysis
| JBAVX Fund | USD 30.14 0.06 0.20% |
As of the 30th of January, Balanced Fund shows the Risk Adjusted Performance of 0.1186, coefficient of variation of 641.92, and Mean Deviation of 0.5811. Balanced Fund Class technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Balanced Fund Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Balanced, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to BalancedBalanced |
Balanced Fund 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Balanced Fund's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Balanced Fund.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in Balanced Fund on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding Balanced Fund Class or generate 0.0% return on investment in Balanced Fund over 90 days. Balanced Fund is related to or competes with Lord Abbett, Guidemark Large, Prudential Qma, Blackrock Advantage, and Virtus Nfj. Under normal market conditions, the fund invests at least 25 percent of assets in equity securities and at least 25 perc... More
Balanced Fund Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Balanced Fund's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Balanced Fund Class upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5366 | |||
| Information Ratio | 0.1178 | |||
| Maximum Drawdown | 13.64 | |||
| Value At Risk | (0.82) | |||
| Potential Upside | 0.8432 |
Balanced Fund Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Balanced Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Balanced Fund's standard deviation. In reality, there are many statistical measures that can use Balanced Fund historical prices to predict the future Balanced Fund's volatility.| Risk Adjusted Performance | 0.1186 | |||
| Jensen Alpha | 0.2099 | |||
| Total Risk Alpha | 0.1273 | |||
| Sortino Ratio | 0.3541 | |||
| Treynor Ratio | 0.3941 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Balanced Fund's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Balanced Fund January 30, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1186 | |||
| Market Risk Adjusted Performance | 0.4041 | |||
| Mean Deviation | 0.5811 | |||
| Downside Deviation | 0.5366 | |||
| Coefficient Of Variation | 641.92 | |||
| Standard Deviation | 1.61 | |||
| Variance | 2.6 | |||
| Information Ratio | 0.1178 | |||
| Jensen Alpha | 0.2099 | |||
| Total Risk Alpha | 0.1273 | |||
| Sortino Ratio | 0.3541 | |||
| Treynor Ratio | 0.3941 | |||
| Maximum Drawdown | 13.64 | |||
| Value At Risk | (0.82) | |||
| Potential Upside | 0.8432 | |||
| Downside Variance | 0.2879 | |||
| Semi Variance | (0.08) | |||
| Expected Short fall | (0.71) | |||
| Skewness | 7.03 | |||
| Kurtosis | 54.39 |
Balanced Fund Class Backtested Returns
Balanced Fund appears to be very steady, given 3 months investment horizon. Balanced Fund Class secures Sharpe Ratio (or Efficiency) of 0.16, which signifies that the fund had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Balanced Fund Class, which you can use to evaluate the volatility of the entity. Please makes use of Balanced Fund's Mean Deviation of 0.5811, coefficient of variation of 641.92, and Risk Adjusted Performance of 0.1186 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.61, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Balanced Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Balanced Fund is expected to be smaller as well.
Auto-correlation | 0.33 |
Below average predictability
Balanced Fund Class has below average predictability. Overlapping area represents the amount of predictability between Balanced Fund time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Balanced Fund Class price movement. The serial correlation of 0.33 indicates that nearly 33.0% of current Balanced Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.33 | |
| Spearman Rank Test | 0.48 | |
| Residual Average | 0.0 | |
| Price Variance | 1.35 |
Balanced Fund technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Balanced Fund Class Technical Analysis
Indicator |
The output start index for this execution was one with a total number of output elements of sixty. The True Range is a measure of Balanced Fund Class volatility developed by Welles Wilder.
About Balanced Fund Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Balanced Fund Class on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Balanced Fund Class based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Balanced Fund Class price pattern first instead of the macroeconomic environment surrounding Balanced Fund Class. By analyzing Balanced Fund's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Balanced Fund's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Balanced Fund specific price patterns or momentum indicators. Please read more on our technical analysis page.
Balanced Fund January 30, 2026 Technical Indicators
Most technical analysis of Balanced help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Balanced from various momentum indicators to cycle indicators. When you analyze Balanced charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1186 | |||
| Market Risk Adjusted Performance | 0.4041 | |||
| Mean Deviation | 0.5811 | |||
| Downside Deviation | 0.5366 | |||
| Coefficient Of Variation | 641.92 | |||
| Standard Deviation | 1.61 | |||
| Variance | 2.6 | |||
| Information Ratio | 0.1178 | |||
| Jensen Alpha | 0.2099 | |||
| Total Risk Alpha | 0.1273 | |||
| Sortino Ratio | 0.3541 | |||
| Treynor Ratio | 0.3941 | |||
| Maximum Drawdown | 13.64 | |||
| Value At Risk | (0.82) | |||
| Potential Upside | 0.8432 | |||
| Downside Variance | 0.2879 | |||
| Semi Variance | (0.08) | |||
| Expected Short fall | (0.71) | |||
| Skewness | 7.03 | |||
| Kurtosis | 54.39 |
Balanced Fund Class One Year Return
Based on the recorded statements, Balanced Fund Class has an One Year Return of 14.1673%. This is 11.68% lower than that of the John Hancock family and significantly higher than that of the Allocation--50% to 70% Equity category. The one year return for all United States funds is notably lower than that of the firm.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.Balanced Fund January 30, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Balanced stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | (Huge) | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 30.14 | ||
| Day Typical Price | 30.14 | ||
| Price Action Indicator | (0.03) |
Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Fund security.
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