Balanced Fund Class Fund Price on December 2, 2024

SVBAX Fund  USD 28.80  0.48  1.64%   
Below is the normalized historical share price chart for Balanced Fund Class extending back to April 20, 1993. 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 Balanced Fund stands at 28.80, as last reported on the 24th of December, with the highest price reaching 28.80 and the lowest price hitting 28.80 during the day.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
If you're considering investing in Balanced Mutual Fund, it is important to understand the factors that can impact its price. Balanced Fund Class secures Sharpe Ratio (or Efficiency) of -0.0276, which signifies that the fund had a -0.0276% return per unit of risk over the last 3 months. Balanced Fund Class exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Balanced Fund's Standard Deviation of 0.5616, mean deviation of 0.3874, and Risk Adjusted Performance of (0.03) to double-check the risk estimate we provide.
  
Balanced Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.

Sharpe Ratio = -0.0276

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsSVBAX

Estimated Market Risk

 0.57
  actual daily
5
95% of assets are more volatile

Expected Return

 -0.02
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.03
  actual daily
0
Most of other assets perform better
Based on monthly moving average Balanced Fund is not performing at its full potential. However, 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 Balanced Fund by adding Balanced Fund to a well-diversified portfolio.

Balanced Fund Valuation on December 2, 2024

It is possible to determine the worth of Balanced Fund on a given historical date. On December 2, 2024 Balanced was worth 29.72 at the beginning of the trading date compared to the closed value of 29.72. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Balanced Fund mutual fund. Still, in general, we apply an absolute valuation method to find Balanced Fund'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 Balanced Fund where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Balanced Fund's related companies.
 Open High Low Close Volume
  29.64    29.64    29.64    29.64    1.00  
12/02/2024
  29.72    29.72    29.72    29.72    1.00  
  29.70    29.70    29.70    29.70    1.00  
Backtest Balanced Fund  |  Balanced Fund History  |  Balanced Fund Valuation   PreviousNext  
Open Value
29.72
29.72
Closing Value
31.42
Upside

Balanced Fund Trading Date Momentum on December 2, 2024

On December 03 2024 Balanced Fund Class was traded for  29.70  at the closing time. The highest daily price throughout the period was 29.70  and the lowest price was  29.70 . There was no trading activity during the period 1.0. Lack of trading volume on 12/03/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.07% . The overall trading delta to current closing price is 0.61% .

Balanced Fund Class Fundamentals Correlations and Trends

By evaluating Balanced Fund'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 Balanced Fund's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Balanced financial account trend analysis is a perfect complement when working with valuation or volatility modules.

About Balanced Fund Mutual Fund history

Balanced Fund 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 Balanced is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Balanced Fund Class 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 Balanced Fund stock prices may prove useful in developing a viable investing in Balanced Fund
Under normal market conditions, the fund invests at least 25 percent of assets in equity securities and at least 25 percent of assets in senior debt securities. The fund allocates its investments among a diversified mix of debt and equity securities, including securities of other investment companies that invest in debt and equity securities.

Balanced Fund Mutual Fund Technical Analysis

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.
A focus of Balanced Fund technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Balanced Fund trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...

Price Boundaries

Balanced Fund Period Price Range

Low
December 24, 2024
0.00  NaN%
High

 0.00 

     

 0.00 

Balanced Fund Class 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.

Balanced Fund December 24, 2024 Market Strength

Market strength indicators help investors to evaluate how Balanced Fund 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 Balanced Fund shares will generate the highest return on investment. By undertsting and applying Balanced Fund mutual fund market strength indicators, traders can identify Balanced Fund Class entry and exit signals to maximize returns

Balanced Fund Technical and Predictive Indicators

Predictive indicators are helping investors to find signals for Balanced Fund's price direction in advance. Along with the technical and fundamental analysis of Balanced Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Balanced 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.

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.
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets