Moderate Balanced Allocation Fund Manager Performance Evaluation
| SBMCX Fund | USD 11.69 0.11 0.93% |
The fund secures a Beta (Market Risk) of 0.46, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Moderate Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Moderate Balanced is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Moderate Balanced Allocation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Moderate Balanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 3.0800 |
Moderate |
Moderate Balanced Relative Risk vs. Return Landscape
If you would invest 1,229 in Moderate Balanced Allocation on December 1, 2024 and sell it today you would lose (60.00) from holding Moderate Balanced Allocation or give up 4.88% of portfolio value over 90 days. Moderate Balanced Allocation is currently producing negative expected returns and takes up 0.6511% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Moderate, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Moderate Balanced Current Valuation
Fairly Valued
Today
Please note that Moderate Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Moderate Balanced secures a last-minute Real Value of $11.85 per share. The latest price of the fund is $11.69. We determine the value of Moderate Balanced from analyzing 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 merge together.
Since Moderate Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Moderate Mutual Fund. However, Moderate Balanced'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 11.69 | Real 11.85 | Hype 11.79 |
The intrinsic value of Moderate Balanced'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 Moderate Balanced'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.
Estimating the potential upside or downside of Moderate Balanced Allocation helps investors to forecast how Moderate 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 Moderate Balanced more accurately as focusing exclusively on Moderate Balanced's fundamentals will not take into account other important factors: Moderate Balanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Moderate Balanced's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Moderate Balanced Allocation, and traders can use it to determine the average amount a Moderate Balanced'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 = -0.1249
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SBMCX |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Moderate Balanced 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 Moderate Balanced by adding Moderate Balanced to a well-diversified portfolio.
Moderate Balanced Fundamentals Growth
Moderate Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Moderate Balanced, and Moderate Balanced 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 Moderate Mutual Fund performance.
| Total Asset | 1.56 M | ||||
About Moderate Balanced Performance
Evaluating Moderate Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Moderate Balanced 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 Moderate Balanced 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 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.Things to note about Moderate Balanced performance evaluation
Checking the ongoing alerts about Moderate Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Moderate Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Moderate Balanced generated a negative expected return over the last 90 days | |
| The fund maintains about 16.07% of its assets in cash |
- Analyzing Moderate Balanced'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 Moderate Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Moderate Balanced'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 Moderate Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Moderate Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Moderate Balanced's mutual fund. These opinions can provide insight into Moderate Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Moderate Mutual Fund
Moderate Balanced financial ratios help investors to determine whether Moderate 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 Moderate with respect to the benefits of owning Moderate Balanced security.
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| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |