Balanced Strategy Market Risk Adjusted Performance

RBLVX Fund  USD 10.98  0.03  0.27%   
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Balanced Strategy Fund has current Market Risk Adjusted Performance of 0.056.

MRAP

 = 

ER[a] + (1/BETA - 1)

X

ER[a] - RFR)

 = 
0.056
ER[a] = Expected return on investing in Balanced Strategy
RFR = Risk Free Rate of return. Typically T-Bill Rate
BETA = Beta of the asset with market or selected benchmark.

Balanced Strategy Market Risk Adjusted Performance Peers Comparison

Balanced Market Risk Adjusted Performance Relative To Other Indicators

Balanced Strategy Fund is rated fourth largest fund in market risk adjusted performance among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about  36.26  of Maximum Drawdown per Market Risk Adjusted Performance. The ratio of Maximum Drawdown to Market Risk Adjusted Performance for Balanced Strategy Fund is roughly  36.26 
Compare Balanced Strategy to Peers

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