Strategic Allocation Moderate Fund Price on November 6, 2024
| TWSMX Fund | USD 6.85 0.04 0.58% |
Below is the normalized historical share price chart for Strategic Allocation Moderate extending back to September 10, 1996. 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 Strategic Allocation stands at 6.85, as last reported on the 14th of December 2024, with the highest price reaching 6.85 and the lowest price hitting 6.85 during the day.
If you're considering investing in Strategic Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Strategic Mutual Fund to be very steady. Strategic Allocation owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.11, which indicates the fund had a 0.11% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Strategic Allocation Moderate, which you can use to evaluate the volatility of the fund. Please validate Strategic Allocation's Semi Deviation of 0.2768, coefficient of variation of 634.88, and Risk Adjusted Performance of 0.107 to confirm if the risk estimate we provide is consistent with the expected return of 0.0448%.
Strategic Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Strategic |
Sharpe Ratio = 0.1075
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TWSMX |
Estimated Market Risk
| 0.42 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Strategic Allocation is performing at about 8% 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 Strategic Allocation by adding it to a well-diversified portfolio.
Strategic Allocation Valuation on November 6, 2024
It is possible to determine the worth of Strategic Allocation on a given historical date. On November 6, 2024 Strategic was worth 6.75 at the beginning of the trading date compared to the closed value of 6.75. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Strategic Allocation mutual fund. Still, in general, we apply an absolute valuation method to find Strategic Allocation'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 Strategic Allocation where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Strategic Allocation's related companies.
| Open | High | Low | Close | Volume | |
| 6.69 | 6.69 | 6.69 | 6.69 | 1.00 | |
11/06/2024 | 6.75 | 6.75 | 6.75 | 6.75 | 1.00 |
| 6.80 | 6.80 | 6.80 | 6.80 | 1.00 |
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Strategic Allocation Trading Date Momentum on November 6, 2024
| On November 07 2024 Strategic Allocation Moderate was traded for 6.80 at the closing time. The highest daily price throughout the period was 6.80 and the lowest price was 6.80 . There was no trading activity during the period 1.0. Lack of trading volume on 11/07/2024 added to the next day price jump. The trading price change to closing price of the next trading day was 0.74% . The trading price change to current closing price is 0.30% . |
Strategic Allocation Fundamentals Correlations and Trends
By evaluating Strategic Allocation'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 Strategic Allocation's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Strategic financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Strategic Allocation Mutual Fund history
Strategic Allocation 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 Strategic is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Strategic Allocation 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 Strategic Allocation stock prices may prove useful in developing a viable investing in Strategic Allocation
The funds asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. It usually invests 64 percent of its assets in stocks, 32 percent of its assets in bonds, and 4 percent of its assets in cash equivalents. The fund also invests in a variety of debt securities payable in U.S. and foreign currencies. It may invest in any type of U.S. or foreign equity security that meets certain fundamental and technical standards. The fund may invest up to 10 percent of its assets in below investment-grade securities.
Strategic Allocation Mutual Fund Technical Analysis
Strategic Allocation 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
Strategic Allocation Period Price Range
Low | December 14, 2024
| High |
0.00 | 0.00 |
Strategic Allocation Moderate 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.
Strategic Allocation December 14, 2024 Market Strength
Market strength indicators help investors to evaluate how Strategic Allocation 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 Strategic Allocation shares will generate the highest return on investment. By undertsting and applying Strategic Allocation mutual fund market strength indicators, traders can identify Strategic Allocation Moderate entry and exit signals to maximize returns
Strategic Allocation Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Strategic Allocation's price direction in advance. Along with the technical and fundamental analysis of Strategic Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Strategic 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 | 0.107 | |||
| Jensen Alpha | 0.0479 | |||
| Total Risk Alpha | 0.004 | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | 0.5941 |
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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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