Balanced Fund Class Fund Price History

SVBCX Fund  USD 28.69  0.14  0.49%   
Below is the normalized historical share price chart for Balanced Fund Class extending back to May 31, 2001. 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 28.69, as last reported on the 8th of January, with the highest price reaching 28.69 and the lowest price hitting 28.69 during the day.
 
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 -0.0225, which signifies that the fund had a -0.0225% return per unit of risk over the last 3 months. Balanced Fund Class exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Balanced Fund's Risk Adjusted Performance of (0.02), standard deviation of 0.5694, and Mean Deviation of 0.4033 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 = -0.0225

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Estimated Market Risk

 0.57
  actual daily
5
95% of assets are more volatile

Expected Return

 -0.01
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.02
  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 Mutual Fund Price History Chart

There are several ways to analyze Balanced Fund Class Fund price data. The simplest method is using a basic Balanced candlestick price chart, which shows Balanced Fund 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 16, 202430.16
Lowest PriceOctober 31, 202428.51

Balanced Fund January 8, 2025 Mutual Fund Price Synopsis

Various analyses of Balanced Fund'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 Fund 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 Fund Price Action Indicator(0.07)
Balanced Fund Price Rate Of Daily Change 1.00 

Balanced Fund January 8, 2025 Mutual Fund Price Analysis

When benchmark price declines in a down market, there may be an uptick in Balanced Fund Class 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 Fund intraday prices and daily technical indicators to check the level of noise trading in Balanced Fund Class 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 Fund for the period between Thu, Oct 10, 2024 and Wed, Jan 8, 2025 has a statistical range of 1.65 with a coefficient of variation of 1.46. The price distribution for the period has arithmetic mean of 29.15. The median price for the last 90 days is 29.07. The company had dividends distributed to its stock-holders on 23rd of September 2021.
OpenHighLowCloseVolume
01/08/2025
 28.69  28.69  28.69  28.69 
01/07/2025 28.69  28.69  28.69  28.69  1.00 
01/06/2025 28.83  28.83  28.83  28.83  1.00 
01/03/2025 28.70  28.70  28.70  28.70  1.00 
01/02/2025 28.55  28.55  28.55  28.55  1.00 
12/31/2024 28.55  28.55  28.55  28.55  1.00 
12/30/2024 28.62  28.62  28.62  28.62  1.00 
12/27/2024 28.77  28.77  28.77  28.77  1.00 
12/26/2024 28.98  28.98  28.98  28.98  1.00 
12/24/2024 28.95  28.95  28.95  28.95  1.00 
12/23/2024 28.77  28.77  28.77  28.77  1.00 
12/20/2024 29.20  29.20  29.20  29.20  1.00 
12/19/2024 29.20  29.20  29.20  29.20  1.00 
12/18/2024 29.33  29.33  29.33  29.33  1.00 
12/17/2024 30.03  30.03  30.03  30.03  1.00 
12/16/2024 30.16  30.16  30.16  30.16  1.00 
12/13/2024 29.97  29.97  29.97  29.97  1.00 
12/12/2024 29.82  29.82  29.82  29.82  1.00 
12/11/2024 30.03  30.03  30.03  30.03  1.00 
12/10/2024 29.82  29.82  29.82  29.82  1.00 
12/09/2024 29.89  29.89  29.89  29.89  1.00 
12/06/2024 29.99  29.99  29.99  29.99  1.00 
12/05/2024 29.86  29.86  29.86  29.86  1.00 
12/04/2024 29.87  29.87  29.87  29.87  1.00 
12/03/2024 29.63  29.63  29.63  29.63  1.00 
12/02/2024 29.65  29.65  29.65  29.65  1.00 
11/29/2024 29.57  29.57  29.57  29.57  1.00 
11/27/2024 29.47  29.47  29.47  29.47  1.00 
11/26/2024 29.49  29.49  29.49  29.49  1.00 
11/25/2024 29.37  29.37  29.37  29.37  1.00 
11/22/2024 29.12  29.12  29.12  29.12  1.00 
11/21/2024 29.04  29.04  29.04  29.04  1.00 
11/20/2024 28.97  28.97  28.97  28.97  1.00 
11/19/2024 28.99  28.99  28.99  28.99  1.00 
11/18/2024 28.97  28.97  28.97  28.97  1.00 
11/15/2024 28.88  28.88  28.88  28.88  1.00 
11/14/2024 29.12  29.12  29.12  29.12  1.00 
11/13/2024 29.23  29.23  29.23  29.23  1.00 
11/12/2024 29.24  29.24  29.24  29.24  1.00 
11/11/2024 29.37  29.37  29.37  29.37  1.00 
11/08/2024 29.37  29.37  29.37  29.37  1.00 
11/07/2024 29.35  29.35  29.35  29.35  1.00 
11/06/2024 29.09  29.09  29.09  29.09  1.00 
11/05/2024 28.77  28.77  28.77  28.77  1.00 
11/04/2024 28.55  28.55  28.55  28.55  1.00 
11/01/2024 28.55  28.55  28.55  28.55  1.00 
10/31/2024 28.51  28.51  28.51  28.51  1.00 
10/30/2024 28.84  28.84  28.84  28.84  1.00 
10/29/2024 28.91  28.91  28.91  28.91  1.00 
10/28/2024 28.89  28.89  28.89  28.89  1.00 
10/25/2024 28.83  28.83  28.83  28.83  1.00 
10/24/2024 28.83  28.83  28.83  28.83  1.00 
10/23/2024 28.82  28.82  28.82  28.82  1.00 
10/22/2024 28.98  28.98  28.98  28.98  1.00 
10/21/2024 28.96  28.96  28.96  28.96  1.00 
10/18/2024 29.15  29.15  29.15  29.15  1.00 
10/17/2024 29.10  29.10  29.10  29.10  1.00 
10/16/2024 29.12  29.12  29.12  29.12  1.00 
10/15/2024 29.07  29.07  29.07  29.07  1.00 
10/14/2024 29.14  29.14  29.14  29.14  1.00 
10/11/2024 29.09  29.09  29.09  29.09  1.00 

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...

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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.
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
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