Strategic Allocation Moderate Fund Manager Performance Evaluation

ASMUX Fund  USD 6.32  0.05  0.78%   
The entity has a beta of 0.43, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Strategic Allocation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Strategic Allocation is expected to be smaller as well.

Risk-Adjusted Performance

Very Weak

 
Weak
 
Strong
Over the last 90 days Strategic Allocation Moderate has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Expense Ratio0.6400
  

Strategic Allocation Relative Risk vs. Return Landscape

If you would invest  677.00  in Strategic Allocation Moderate on December 13, 2024 and sell it today you would lose (40.00) from holding Strategic Allocation Moderate or give up 5.91% of portfolio value over 90 days. Strategic Allocation Moderate is currently producing negative expected returns and takes up 0.6866% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Strategic, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Strategic Allocation is expected to generate 0.78 times more return on investment than the market. However, the company is 1.27 times less risky than the market. It trades about -0.15 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.13 per unit of risk.

Strategic Allocation Current Valuation

Fairly Valued
Today
6.32
Please note that Strategic Allocation's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Strategic Allocation has a current Real Value of $6.38 per share. The regular price of the fund is $6.32. We determine the value of Strategic Allocation from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Strategic Allocation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Strategic Mutual Fund. However, Strategic Allocation'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  6.32 Real  6.38 Hype  6.32
The intrinsic value of Strategic Allocation'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 Strategic Allocation'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.
6.38
Real Value
7.07
Upside
Estimating the potential upside or downside of Strategic Allocation Moderate helps investors to forecast how Strategic 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 Strategic Allocation more accurately as focusing exclusively on Strategic Allocation's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
5.636.327.01
Details

Strategic Allocation Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Strategic Allocation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Strategic Allocation Moderate, and traders can use it to determine the average amount a Strategic Allocation'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 = -0.1469

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Negative ReturnsASMUX

Estimated Market Risk

 0.69
  actual daily
6
94% of assets are more volatile

Expected Return

 -0.1
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.15
  actual daily
0
Most of other assets perform better
Based on monthly moving average Strategic Allocation 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 Strategic Allocation by adding Strategic Allocation to a well-diversified portfolio.

Strategic Allocation Fundamentals Growth

Strategic Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Strategic Allocation, and Strategic Allocation 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 Strategic Mutual Fund performance.
Total Asset846.24 M

About Strategic Allocation Performance

Evaluating Strategic Allocation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Strategic Allocation 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 Strategic Allocation 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 funds asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. American Century is traded on NASDAQ Exchange in the United States.

Things to note about Strategic Allocation performance evaluation

Checking the ongoing alerts about Strategic Allocation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Strategic Allocation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Strategic Allocation generated a negative expected return over the last 90 days
The fund holds about 8.28% of its assets under management (AUM) in cash
Evaluating Strategic Allocation's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Strategic Allocation's mutual fund performance include:
  • Analyzing Strategic Allocation'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 Strategic Allocation's stock is overvalued or undervalued compared to its peers.
  • Examining Strategic Allocation'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 Strategic Allocation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Strategic Allocation's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Strategic Allocation's mutual fund. These opinions can provide insight into Strategic Allocation's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Strategic Allocation's mutual fund performance is not an exact science, and many factors can impact Strategic Allocation's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Strategic Mutual Fund

Strategic Allocation financial ratios help investors to determine whether Strategic 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 Strategic with respect to the benefits of owning Strategic Allocation security.
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