Moderately Aggressive Balanced Fund Price on September 16, 2024
| SAMIX Fund | USD 12.63 0.07 0.55% |
Below is the normalized historical share price chart for Moderately Aggressive Balanced extending back to December 29, 2017. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Moderately Aggressive stands at 12.63, as last reported on the 11th of December 2024, with the highest price reaching 12.63 and the lowest price hitting 12.63 during the day.
If you're considering investing in Moderately Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Moderately Mutual Fund to be out of control. Moderately Aggressive has Sharpe Ratio of 0.2, which conveys that the entity had a 0.2% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Moderately Aggressive, which you can use to evaluate the volatility of the fund. Please verify Moderately Aggressive's Mean Deviation of 0.3946, downside deviation of 0.4584, and Risk Adjusted Performance of 0.1677 to check out if the risk estimate we provide is consistent with the expected return of 0.1%.
Moderately Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Moderately |
Sharpe Ratio = 0.2022
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Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Moderately Aggressive is performing at about 15% 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 Valuation on September 16, 2024
It is possible to determine the worth of Moderately Aggressive on a given historical date. On September 16, 2024 Moderately was worth 11.99 at the beginning of the trading date compared to the closed value of 11.99. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Moderately Aggressive mutual fund. Still, in general, we apply an absolute valuation method to find Moderately Aggressive's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Moderately Aggressive where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Moderately Aggressive's related companies.
| Open | High | Low | Close | Volume | |
| 11.94 | 11.94 | 11.94 | 11.94 | 1.00 | |
09/16/2024 | 11.99 | 11.99 | 11.99 | 11.99 | 1.00 |
| 12.00 | 12.00 | 12.00 | 12.00 | 1.00 |
| Backtest Moderately Aggressive | | | Moderately Aggressive History | | | Moderately Aggressive Valuation | Previous | Next |
Moderately Aggressive Trading Date Momentum on September 16, 2024
| On September 17 2024 Moderately Aggressive Balanced was traded for 12.00 at the closing time. The highest daily price throughout the period was 12.00 and the lowest price was 12.00 . There was no trading activity during the period 1.0. Lack of trading volume on 09/17/2024 added to the next day price jump. The trading price change to closing price of the next trading day was 0.08% . The trading delta at closing time to current closing price is 1.33% . |
Moderately Aggressive Fundamentals Correlations and Trends
By evaluating Moderately Aggressive's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Moderately Aggressive's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Moderately financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Moderately Aggressive Mutual Fund history
Moderately Aggressive investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Moderately is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Moderately Aggressive will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Moderately Aggressive stock prices may prove useful in developing a viable investing in Moderately Aggressive
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.
Moderately Aggressive Mutual Fund Technical Analysis
Moderately Aggressive 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.
Price Boundaries
Moderately Aggressive Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Moderately Aggressive Balanced cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Moderately Aggressive December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Moderately Aggressive mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Moderately Aggressive shares will generate the highest return on investment. By undertsting and applying Moderately Aggressive mutual fund market strength indicators, traders can identify Moderately Aggressive Balanced entry and exit signals to maximize returns
Moderately Aggressive Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Moderately Aggressive's price direction in advance. Along with the technical and fundamental analysis of Moderately Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Moderately to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1677 | |||
| Jensen Alpha | 0.0447 | |||
| Total Risk Alpha | 0.0301 | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.193 |
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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.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |