Sit Balanced Fund Price History
SIBAX Fund | USD 36.38 0.08 0.22% |
Below is the normalized historical share price chart for Sit Balanced Fund extending back to March 07, 1997. 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 Sit Balanced stands at 36.38, as last reported on the 4th of December, with the highest price reaching 36.38 and the lowest price hitting 36.38 during the day.
If you're considering investing in Sit Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Sit Mutual Fund to be very steady. Sit Balanced owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.19, which indicates the fund had a 0.19% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Sit Balanced Fund, which you can use to evaluate the volatility of the fund. Please validate Sit Balanced's Semi Deviation of 0.4732, risk adjusted performance of 0.0938, and Coefficient Of Variation of 785.43 to confirm if the risk estimate we provide is consistent with the expected return of 0.1%.
Sit Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Sit |
Sharpe Ratio = 0.188
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Cash | SIBAX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
0.54 actual daily | 4 96% of assets are more volatile |
Expected Return
0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Sit Balanced is performing at about 14% 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 Sit Balanced by adding it to a well-diversified portfolio.
Sit Balanced Mutual Fund Price History Chart
There are several ways to analyze Sit Balanced Fund price data. The simplest method is using a basic Sit candlestick price chart, which shows Sit Balanced 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 Price | December 3, 2024 | 36.38 |
Lowest Price | September 10, 2024 | 34.15 |
Sit Balanced December 4, 2024 Mutual Fund Price Synopsis
Various analyses of Sit Balanced's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Sit Mutual Fund. It can be used to describe the percentage change in the price of Sit Balanced from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Sit Mutual Fund.Sit Balanced Price Action Indicator | 0.04 | |
Sit Balanced Price Rate Of Daily Change | 1.00 |
Sit Balanced December 4, 2024 Mutual Fund Price Analysis
Sit Mutual Fund Price History Data
The price series of Sit Balanced for the period between Thu, Sep 5, 2024 and Wed, Dec 4, 2024 has a statistical range of 2.66 with a coefficient of variation of 1.73. The price distribution for the period has arithmetic mean of 35.3. The median price for the last 90 days is 35.29. The company had dividends distributed to its stock-holders on 7th of October 2021.Open | High | Low | Close | Volume | ||
12/04/2024 | 36.38 | 36.38 | 36.38 | 36.38 | ||
12/03/2024 | 36.38 | 36.38 | 36.38 | 36.38 | 1.00 | |
12/02/2024 | 36.30 | 36.30 | 36.30 | 36.30 | 1.00 | |
11/29/2024 | 36.18 | 36.18 | 36.18 | 36.18 | 1.00 | |
11/27/2024 | 35.96 | 35.96 | 35.96 | 35.96 | 1.00 | |
11/26/2024 | 36.06 | 36.06 | 36.06 | 36.06 | 1.00 | |
11/25/2024 | 35.90 | 35.90 | 35.90 | 35.90 | 1.00 | |
11/22/2024 | 35.77 | 35.77 | 35.77 | 35.77 | 1.00 | |
11/21/2024 | 35.82 | 35.82 | 35.82 | 35.82 | 1.00 | |
11/20/2024 | 35.76 | 35.76 | 35.76 | 35.76 | 1.00 | |
11/19/2024 | 35.80 | 35.80 | 35.80 | 35.80 | 1.00 | |
11/18/2024 | 35.63 | 35.63 | 35.63 | 35.63 | 1.00 | |
11/15/2024 | 35.63 | 35.63 | 35.63 | 35.63 | 1.00 | |
11/14/2024 | 36.09 | 36.09 | 36.09 | 36.09 | 1.00 | |
11/13/2024 | 36.19 | 36.19 | 36.19 | 36.19 | 1.00 | |
11/12/2024 | 36.22 | 36.22 | 36.22 | 36.22 | 1.00 | |
11/11/2024 | 36.25 | 36.25 | 36.25 | 36.25 | 1.00 | |
11/08/2024 | 36.25 | 36.25 | 36.25 | 36.25 | 1.00 | |
11/07/2024 | 36.20 | 36.20 | 36.20 | 36.20 | 1.00 | |
11/06/2024 | 35.87 | 35.87 | 35.87 | 35.87 | 1.00 | |
11/05/2024 | 35.34 | 35.34 | 35.34 | 35.34 | 1.00 | |
11/04/2024 | 35.02 | 35.02 | 35.02 | 35.02 | 1.00 | |
11/01/2024 | 35.02 | 35.02 | 35.02 | 35.02 | 1.00 | |
10/31/2024 | 34.91 | 34.91 | 34.91 | 34.91 | 1.00 | |
10/30/2024 | 35.36 | 35.36 | 35.36 | 35.36 | 1.00 | |
10/29/2024 | 35.42 | 35.42 | 35.42 | 35.42 | 1.00 | |
10/28/2024 | 35.29 | 35.29 | 35.29 | 35.29 | 1.00 | |
10/25/2024 | 35.28 | 35.28 | 35.28 | 35.28 | 1.00 | |
10/24/2024 | 35.26 | 35.26 | 35.26 | 35.26 | 1.00 | |
10/23/2024 | 35.23 | 35.23 | 35.23 | 35.23 | 1.00 | |
10/22/2024 | 35.60 | 35.60 | 35.60 | 35.60 | 1.00 | |
10/21/2024 | 35.63 | 35.63 | 35.63 | 35.63 | 1.00 | |
10/18/2024 | 35.66 | 35.66 | 35.66 | 35.66 | 1.00 | |
10/17/2024 | 35.52 | 35.52 | 35.52 | 35.52 | 1.00 | |
10/16/2024 | 35.51 | 35.51 | 35.51 | 35.51 | 1.00 | |
10/15/2024 | 35.38 | 35.38 | 35.38 | 35.38 | 1.00 | |
10/14/2024 | 35.61 | 35.61 | 35.61 | 35.61 | 1.00 | |
10/11/2024 | 35.42 | 35.42 | 35.42 | 35.42 | 1.00 | |
10/10/2024 | 35.33 | 35.33 | 35.33 | 35.33 | 1.00 | |
10/09/2024 | 35.32 | 35.32 | 35.32 | 35.32 | 1.00 | |
10/08/2024 | 35.18 | 35.18 | 35.18 | 35.18 | 1.00 | |
10/07/2024 | 34.87 | 34.87 | 34.87 | 34.87 | 1.00 | |
10/04/2024 | 35.12 | 35.12 | 35.12 | 35.12 | 1.00 | |
10/03/2024 | 34.98 | 34.98 | 34.98 | 34.98 | 1.00 | |
10/02/2024 | 35.02 | 35.02 | 35.02 | 35.02 | 1.00 | |
10/01/2024 | 34.96 | 34.96 | 34.96 | 34.96 | 1.00 | |
09/30/2024 | 35.20 | 35.20 | 35.20 | 35.20 | 1.00 | |
09/27/2024 | 35.14 | 35.14 | 35.14 | 35.14 | 1.00 | |
09/26/2024 | 35.24 | 35.24 | 35.24 | 35.24 | 1.00 | |
09/25/2024 | 35.12 | 35.12 | 35.12 | 35.12 | 1.00 | |
09/24/2024 | 35.17 | 35.17 | 35.17 | 35.17 | 1.00 | |
09/23/2024 | 35.04 | 35.04 | 35.04 | 35.04 | 1.00 | |
09/20/2024 | 35.02 | 35.02 | 35.02 | 35.02 | 1.00 | |
09/19/2024 | 35.10 | 35.10 | 35.10 | 35.10 | 1.00 | |
09/18/2024 | 34.67 | 34.67 | 34.67 | 34.67 | 1.00 | |
09/17/2024 | 34.79 | 34.79 | 34.79 | 34.79 | 1.00 | |
09/16/2024 | 34.84 | 34.84 | 34.84 | 34.84 | 1.00 | |
09/13/2024 | 34.85 | 34.85 | 34.85 | 34.85 | 1.00 | |
09/12/2024 | 34.73 | 34.73 | 34.73 | 34.73 | 1.00 | |
09/11/2024 | 34.52 | 34.52 | 34.52 | 34.52 | 1.00 | |
09/10/2024 | 34.15 | 34.15 | 34.15 | 34.15 | 1.00 |
About Sit Balanced Mutual Fund history
Sit 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 Sit is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Sit 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 Sit Balanced stock prices may prove useful in developing a viable investing in Sit Balanced
The fund invests between 35 percent and 65 percent of its assets in common stocks and between 35 percent and 65 percent in fixed-income securities. The equity portion of the funds portfolio is invested primarily in the common stocks of U.S. growth companies with a capitalization of 5 billion or more. The fixed-income portion of the funds portfolio is invested primarily in a diversified portfolio of debt securities. The adviser seeks to maintain an average effective duration for the fixed-income portion of the funds portfolio of 3 to 7 years.
Sit Balanced Mutual Fund Technical Analysis
Sit 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.
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Sit Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Sit Balanced's price direction in advance. Along with the technical and fundamental analysis of Sit Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Sit 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 | 0.0938 | |||
Jensen Alpha | 0.007 | |||
Total Risk Alpha | (0.01) | |||
Sortino Ratio | (0.06) | |||
Treynor Ratio | 0.1164 |
Cycle Indicators | ||
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Volume Indicators |
Other Information on Investing in Sit Mutual Fund
Sit Balanced financial ratios help investors to determine whether Sit 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 Sit with respect to the benefits of owning Sit Balanced security.
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