Balanced Portfolio Institutional Fund Price History

JABLX Fund  USD 51.50  0.41  0.80%   
Below is the normalized historical share price chart for Balanced Portfolio Institutional extending back to October 16, 1998. 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 Portfolio stands at 51.50, as last reported on the 23rd of December, with the highest price reaching 51.50 and the lowest price hitting 51.50 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 Portfolio secures Sharpe Ratio (or Efficiency) of -0.0055, which signifies that the fund had a -0.0055% return per unit of risk over the last 3 months. Balanced Portfolio Institutional exposes twenty-seven different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Balanced Portfolio's Mean Deviation of 0.3698, insignificant risk adjusted performance, and Downside Deviation of 0.6521 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 = -0.0055

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Estimated Market Risk

 0.55
  actual daily
4
96% of assets are more volatile

Expected Return

 0.0
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.01
  actual daily
0
Most of other assets perform better
Based on monthly moving average Balanced Portfolio 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 Portfolio by adding Balanced Portfolio to a well-diversified portfolio.

Balanced Portfolio Mutual Fund Price History Chart

There are several ways to analyze Balanced Portfolio Institutional Fund price data. The simplest method is using a basic Balanced candlestick price chart, which shows Balanced Portfolio price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest PriceDecember 4, 202453.35
Lowest PriceOctober 31, 202450.88

Balanced Portfolio December 23, 2024 Mutual Fund Price Synopsis

Various analyses of Balanced Portfolio's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Balanced Mutual Fund. It can be used to describe the percentage change in the price of Balanced Portfolio from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Balanced Mutual Fund.
Balanced Portfolio Price Action Indicator 0.20 
Balanced Portfolio Price Rate Of Daily Change 1.01 

Balanced Portfolio December 23, 2024 Mutual Fund Price Analysis

When benchmark price declines in a down market, there may be an uptick in Balanced Portfolio Institutional Fund price where buyers come in believing the asset is cheap or selling overdone. The opposite is true when the market is bullish. You can use Balanced Portfolio intraday prices and daily technical indicators to check the level of noise trading in Balanced Portfolio Institutional Fund and then apply it to test your longer-term investment strategies against Balanced.

Balanced Mutual Fund Price History Data

The price series of Balanced Portfolio for the period between Tue, Sep 24, 2024 and Mon, Dec 23, 2024 has a statistical range of 2.47 with a coefficient of variation of 1.19. Under current investment horizon, the daily prices are spread out with arithmetic mean of 51.98. The median price for the last 90 days is 51.9. The company completed dividends distribution on December 9, 2019.
OpenHighLowCloseVolume
12/23/2024
 51.50  51.50  51.50  51.50 
12/20/2024 51.50  51.50  51.50  51.50  1.00 
12/19/2024 51.09  51.09  51.09  51.09  1.00 
12/18/2024 51.14  51.14  51.14  51.14  1.00 
12/17/2024 52.22  52.22  52.22  52.22  1.00 
12/16/2024 52.37  52.37  52.37  52.37  1.00 
12/13/2024 52.27  52.27  52.27  52.27  1.00 
12/12/2024 52.34  52.34  52.34  52.34  1.00 
12/11/2024 53.21  53.21  53.21  53.21  1.00 
12/10/2024 52.98  52.98  52.98  52.98  1.00 
12/09/2024 53.08  53.08  53.08  53.08  1.00 
12/06/2024 53.34  53.34  53.34  53.34  1.00 
12/05/2024 53.23  53.23  53.23  53.23  1.00 
12/04/2024 53.35  53.35  53.35  53.35  1.00 
12/03/2024 53.00  53.00  53.00  53.00  1.00 
12/02/2024 52.94  52.94  52.94  52.94  1.00 
11/29/2024 52.84  52.84  52.84  52.84  1.00 
11/27/2024 52.57  52.57  52.57  52.57  1.00 
11/26/2024 52.64  52.64  52.64  52.64  1.00 
11/25/2024 52.42  52.42  52.42  52.42  1.00 
11/22/2024 52.16  52.16  52.16  52.16  1.00 
11/21/2024 52.13  52.13  52.13  52.13  1.00 
11/20/2024 51.98  51.98  51.98  51.98  1.00 
11/19/2024 51.98  51.98  51.98  51.98  1.00 
11/18/2024 51.79  51.79  51.79  51.79  1.00 
11/15/2024 51.74  51.74  51.74  51.74  1.00 
11/14/2024 52.29  52.29  52.29  52.29  1.00 
11/13/2024 52.45  52.45  52.45  52.45  1.00 
11/12/2024 52.46  52.46  52.46  52.46  1.00 
11/11/2024 52.57  52.57  52.57  52.57  1.00 
11/08/2024 52.63  52.63  52.63  52.63  1.00 
11/07/2024 52.50  52.50  52.50  52.50  1.00 
11/06/2024 52.10  52.10  52.10  52.10  1.00 
11/05/2024 51.44  51.44  51.44  51.44  1.00 
11/04/2024 51.01  51.01  51.01  51.01  1.00 
11/01/2024 51.04  51.04  51.04  51.04  1.00 
10/31/2024 50.88  50.88  50.88  50.88  1.00 
10/30/2024 51.56  51.56  51.56  51.56  1.00 
10/29/2024 51.64  51.64  51.64  51.64  1.00 
10/28/2024 51.49  51.49  51.49  51.49  1.00 
10/25/2024 51.47  51.47  51.47  51.47  1.00 
10/24/2024 51.52  51.52  51.52  51.52  1.00 
10/23/2024 51.51  51.51  51.51  51.51  1.00 
10/22/2024 51.90  51.90  51.90  51.90  1.00 
10/21/2024 51.91  51.91  51.91  51.91  1.00 
10/18/2024 52.04  52.04  52.04  52.04  1.00 
10/17/2024 51.91  51.91  51.91  51.91  1.00 
10/16/2024 51.99  51.99  51.99  51.99  1.00 
10/15/2024 51.80  51.80  51.80  51.80  1.00 
10/14/2024 52.10  52.10  52.10  52.10  1.00 
10/11/2024 51.87  51.87  51.87  51.87  1.00 
10/10/2024 51.63  51.63  51.63  51.63  1.00 
10/09/2024 51.66  51.66  51.66  51.66  1.00 
10/08/2024 51.45  51.45  51.45  51.45  1.00 
10/07/2024 51.09  51.09  51.09  51.09  1.00 
10/04/2024 51.48  51.48  51.48  51.48  1.00 
10/03/2024 51.34  51.34  51.34  51.34  1.00 
10/02/2024 51.46  51.46  51.46  51.46  1.00 
10/01/2024 51.46  51.46  51.46  51.46  1.00 
09/30/2024 51.72  51.72  51.72  51.72  1.00 
09/27/2024 51.65  51.65  51.65  51.65  1.00 

About Balanced Portfolio Mutual Fund history

Balanced Portfolio 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 Portfolio 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 Portfolio stock prices may prove useful in developing a viable investing in Balanced Portfolio
The Portfolio pursues its investment objective by normally investing 35-70 percent of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 25 percent of its assets in fixed-income senior securities. The Portfolio may also invest in foreign securities, which may include investments in emerging markets.

Balanced Portfolio Mutual Fund Technical Analysis

Balanced Portfolio 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 Portfolio technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Balanced Portfolio 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...

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Balanced Portfolio Technical and Predictive Indicators

Predictive indicators are helping investors to find signals for Balanced Portfolio'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 Portfolio 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 Portfolio security.
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