Conservative Balanced Allocation Fund Price on July 16, 2024
| SCAAX Fund | USD 11.79 0.08 0.68% |
Below is the normalized historical share price chart for Conservative Balanced Allocation extending back to December 29, 2017. 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 Conservative Balanced stands at 11.79, as last reported on the 4th of December, with the highest price reaching 11.79 and the lowest price hitting 11.79 during the day.
If you're considering investing in Conservative Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Conservative Mutual Fund to be very steady. Conservative Balanced secures Sharpe Ratio (or Efficiency) of 0.22, which signifies that the fund had a 0.22% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Conservative Balanced Allocation, which you can use to evaluate the volatility of the entity. Please confirm Conservative Balanced's Downside Deviation of 0.3816, risk adjusted performance of 0.112, and Mean Deviation of 0.2891 to double-check if the risk estimate we provide is consistent with the expected return of 0.0837%.
Conservative Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Conservative |
Sharpe Ratio = 0.2244
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| Cash | SCAAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.37 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Conservative Balanced is performing at about 17% of its full potential. 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 Conservative Balanced by adding it to a well-diversified portfolio.
Conservative Balanced Valuation on July 16, 2024
It is possible to determine the worth of Conservative Balanced on a given historical date. On July 16, 2024 Conservative was worth 11.19 at the beginning of the trading date compared to the closed value of 11.19. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Conservative Balanced mutual fund. Still, in general, we apply an absolute valuation method to find Conservative Balanced'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 Conservative Balanced where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Conservative Balanced's related companies.
| Open | High | Low | Close | Volume | |
| 11.12 | 11.12 | 11.12 | 11.12 | 1.00 | |
07/16/2024 | 11.19 | 11.19 | 11.19 | 11.19 | 1.00 |
| 11.10 | 11.10 | 11.10 | 11.10 | 1.00 |
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Conservative Balanced Trading Date Momentum on July 16, 2024
| On July 17 2024 Conservative Balanced Allocation was traded for 11.10 at the closing time. The highest daily price throughout the period was 11.10 and the lowest price was 11.10 . There was no trading activity during the period 1.0. Lack of trading volume on 07/17/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.80% . The overall trading delta to current closing price is 1.25% . |
Conservative Balanced Fundamentals Correlations and Trends
By evaluating Conservative Balanced'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 Conservative Balanced's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Conservative financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Conservative Balanced Mutual Fund history
Conservative Balanced 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 Conservative is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Conservative Balanced 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 Conservative Balanced stock prices may prove useful in developing a viable investing in Conservative Balanced
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.
Conservative Balanced Mutual Fund Technical Analysis
Conservative Balanced 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.
Price Boundaries
Conservative Balanced Period Price Range
Low | December 4, 2024
| High |
0.00 | 0.00 |
Conservative Balanced Allocation 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.
Conservative Balanced December 4, 2024 Market Strength
Market strength indicators help investors to evaluate how Conservative Balanced 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 Conservative Balanced shares will generate the highest return on investment. By undertsting and applying Conservative Balanced mutual fund market strength indicators, traders can identify Conservative Balanced Allocation entry and exit signals to maximize returns
Conservative Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Conservative Balanced's price direction in advance. Along with the technical and fundamental analysis of Conservative Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Conservative 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.
| Risk Adjusted Performance | 0.112 | |||
| Jensen Alpha | 0.0152 | |||
| Total Risk Alpha | (0.0007) | |||
| Sortino Ratio | (0.14) | |||
| Treynor Ratio | 0.1482 |
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Other Information on Investing in Conservative Mutual Fund
Conservative Balanced financial ratios help investors to determine whether Conservative 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 Conservative with respect to the benefits of owning Conservative Balanced security.
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