Conservative Balanced Allocation Fund Technical Analysis
| SCAAX Fund | USD 11.42 0.02 0.17% |
As of the 30th of January, Conservative Balanced shows the Coefficient Of Variation of 711.9, risk adjusted performance of 0.1039, and Mean Deviation of 0.3922. In respect to fundamental indicators, the technical analysis model gives you tools to check existing technical drivers of Conservative Balanced, as well as the relationship between them.
Conservative Balanced Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Conservative, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to ConservativeConservative |
Conservative Balanced '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 Conservative Balanced'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 Conservative Balanced.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in Conservative Balanced on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding Conservative Balanced Allocation or generate 0.0% return on investment in Conservative Balanced over 90 days. Conservative Balanced is related to or competes with T Rowe, Touchstone Large, Cb Large, Wasatch Large, Avantis Us, Virtus Nfj, and Prudential Qma. The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated r... More
Conservative Balanced 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 Conservative Balanced'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 Conservative Balanced Allocation upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.4184 | |||
| Information Ratio | 0.0726 | |||
| Maximum Drawdown | 7.57 | |||
| Value At Risk | (0.67) | |||
| Potential Upside | 0.7061 |
Conservative Balanced Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Conservative Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Conservative Balanced's standard deviation. In reality, there are many statistical measures that can use Conservative Balanced historical prices to predict the future Conservative Balanced's volatility.| Risk Adjusted Performance | 0.1039 | |||
| Jensen Alpha | 0.1004 | |||
| Total Risk Alpha | 0.0531 | |||
| Sortino Ratio | 0.1567 | |||
| Treynor Ratio | 0.3627 |
Conservative Balanced 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 | 0.1039 | |||
| Market Risk Adjusted Performance | 0.3727 | |||
| Mean Deviation | 0.3922 | |||
| Downside Deviation | 0.4184 | |||
| Coefficient Of Variation | 711.9 | |||
| Standard Deviation | 0.9033 | |||
| Variance | 0.816 | |||
| Information Ratio | 0.0726 | |||
| Jensen Alpha | 0.1004 | |||
| Total Risk Alpha | 0.0531 | |||
| Sortino Ratio | 0.1567 | |||
| Treynor Ratio | 0.3627 | |||
| Maximum Drawdown | 7.57 | |||
| Value At Risk | (0.67) | |||
| Potential Upside | 0.7061 | |||
| Downside Variance | 0.1751 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.47) | |||
| Skewness | 6.0 | |||
| Kurtosis | 44.06 |
Conservative Balanced Backtested Returns
At this stage we consider Conservative Mutual Fund to be very steady. Conservative Balanced secures Sharpe Ratio (or Efficiency) of 0.15, which signifies that the fund had a 0.15 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Conservative Balanced Allocation, which you can use to evaluate the volatility of the entity. Please confirm Conservative Balanced's Coefficient Of Variation of 711.9, risk adjusted performance of 0.1039, and Mean Deviation of 0.3922 to double-check if the risk estimate we provide is consistent with the expected return of 0.14%. The fund shows a Beta (market volatility) of 0.32, 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.
Auto-correlation | 0.46 |
Average predictability
Conservative Balanced Allocation has average predictability. Overlapping area represents the amount of predictability between Conservative Balanced 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 Conservative Balanced price movement. The serial correlation of 0.46 indicates that about 46.0% of current Conservative Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.46 | |
| Spearman Rank Test | 0.58 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Conservative Balanced 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.
Conservative Balanced 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 Conservative Balanced volatility developed by Welles Wilder.
About Conservative Balanced 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 Conservative Balanced Allocation 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 Conservative Balanced Allocation based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Conservative Balanced price pattern first instead of the macroeconomic environment surrounding Conservative Balanced. By analyzing Conservative Balanced'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 Conservative Balanced'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 Conservative Balanced specific price patterns or momentum indicators. Please read more on our technical analysis page.
Conservative Balanced January 30, 2026 Technical Indicators
Most technical analysis of Conservative 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 Conservative from various momentum indicators to cycle indicators. When you analyze Conservative 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 | 0.1039 | |||
| Market Risk Adjusted Performance | 0.3727 | |||
| Mean Deviation | 0.3922 | |||
| Downside Deviation | 0.4184 | |||
| Coefficient Of Variation | 711.9 | |||
| Standard Deviation | 0.9033 | |||
| Variance | 0.816 | |||
| Information Ratio | 0.0726 | |||
| Jensen Alpha | 0.1004 | |||
| Total Risk Alpha | 0.0531 | |||
| Sortino Ratio | 0.1567 | |||
| Treynor Ratio | 0.3627 | |||
| Maximum Drawdown | 7.57 | |||
| Value At Risk | (0.67) | |||
| Potential Upside | 0.7061 | |||
| Downside Variance | 0.1751 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.47) | |||
| Skewness | 6.0 | |||
| Kurtosis | 44.06 |
Conservative Balanced 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 Conservative 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 | 11.42 | ||
| Day Typical Price | 11.42 | ||
| Price Action Indicator | (0.01) |
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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