Conservative Balanced Allocation Fund Price History

SUMCX Fund  USD 11.41  0.02  0.17%   
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 11.41, as last reported on the 1st of December, with the highest price reaching 11.41 and the lowest price hitting 11.41 during the day.
 
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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 0.18, which signifies that the fund had a 0.18% return per unit of risk over the last 3 months. We have found twenty-seven 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 0.3773, risk adjusted performance of 0.0964, and Mean Deviation of 0.2778 to double-check if the risk estimate we provide is consistent with the expected return of 0.0635%.
  
Conservative Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.

Sharpe Ratio = 0.1836

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Estimated Market Risk

 0.35
  actual daily
3
97% of assets are more volatile

Expected Return

 0.06
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.18
  actual daily
14
86% of assets perform better
Based on monthly moving average Conservative 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 Conservative Balanced by adding it to a well-diversified portfolio.

Conservative Balanced Mutual Fund Price History Chart

There are several ways to analyze Conservative Balanced Allocation Fund price data. The simplest method is using a basic Conservative candlestick price chart, which shows Conservative 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 PriceNovember 26, 202411.43
Lowest PriceSeptember 6, 202410.91

Conservative Balanced December 1, 2024 Mutual Fund Price Synopsis

Various analyses of Conservative Balanced's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Conservative Mutual Fund. It can be used to describe the percentage change in the price of Conservative 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 Conservative Mutual Fund.
Conservative Balanced Price Rate Of Daily Change 1.00 
Conservative Balanced Price Action Indicator(0.01)

Conservative Balanced December 1, 2024 Mutual Fund Price Analysis

When benchmark price declines in a down market, there may be an uptick in Conservative Balanced Allocation Fund price where buyers come in believing the asset is cheap or selling overdone. The opposite is true when the market is bullish. You can use Conservative Balanced intraday prices and daily technical indicators to check the level of noise trading in Conservative Balanced Allocation Fund and then apply it to test your longer-term investment strategies against Conservative.

Conservative Mutual Fund Price History Data

The price series of Conservative Balanced for the period between Mon, Sep 2, 2024 and Sun, Dec 1, 2024 has a statistical range of 0.52 with a coefficient of variation of 1.09. The price distribution for the period has arithmetic mean of 11.19. The median price for the last 90 days is 11.2. The company had dividends distributed to its stock-holders on 12/16/2019.
OpenHighLowCloseVolume
12/01/2024
 11.41  11.41  11.41  11.41 
11/29/2024 11.41  11.41  11.41  11.41  1.00 
11/27/2024 11.41  11.41  11.41  11.41  1.00 
11/26/2024 11.43  11.43  11.43  11.43  1.00 
11/25/2024 11.42  11.42  11.42  11.42  1.00 
11/22/2024 11.31  11.31  11.31  11.31  1.00 
11/21/2024 11.31  11.31  11.31  11.31  1.00 
11/20/2024 11.25  11.25  11.25  11.25  1.00 
11/19/2024 11.26  11.26  11.26  11.26  1.00 
11/18/2024 11.23  11.23  11.23  11.23  1.00 
11/15/2024 11.22  11.22  11.22  11.22  1.00 
11/14/2024 11.28  11.28  11.28  11.28  1.00 
11/13/2024 11.35  11.35  11.35  11.35  1.00 
11/12/2024 11.37  11.37  11.37  11.37  1.00 
11/11/2024 11.42  11.42  11.42  11.42  1.00 
11/08/2024 11.42  11.42  11.42  11.42  1.00 
11/07/2024 11.36  11.36  11.36  11.36  1.00 
11/06/2024 11.28  11.28  11.28  11.28  1.00 
11/05/2024 11.20  11.20  11.20  11.20  1.00 
11/04/2024 11.12  11.12  11.12  11.12  1.00 
11/01/2024 11.11  11.11  11.11  11.11  1.00 
10/31/2024 11.11  11.11  11.11  11.11  1.00 
10/30/2024 11.17  11.17  11.17  11.17  1.00 
10/29/2024 11.20  11.20  11.20  11.20  1.00 
10/28/2024 11.18  11.18  11.18  11.18  1.00 
10/25/2024 11.17  11.17  11.17  11.17  1.00 
10/24/2024 11.18  11.18  11.18  11.18  1.00 
10/23/2024 11.15  11.15  11.15  11.15  1.00 
10/22/2024 11.20  11.20  11.20  11.20  1.00 
10/21/2024 11.22  11.22  11.22  11.22  1.00 
10/18/2024 11.27  11.27  11.27  11.27  1.00 
10/17/2024 11.25  11.25  11.25  11.25  1.00 
10/16/2024 11.27  11.27  11.27  11.27  1.00 
10/15/2024 11.24  11.24  11.24  11.24  1.00 
10/14/2024 11.23  11.23  11.23  11.23  1.00 
10/11/2024 11.21  11.21  11.21  11.21  1.00 
10/10/2024 11.16  11.16  11.16  11.16  1.00 
10/09/2024 11.17  11.17  11.17  11.17  1.00 
10/08/2024 11.15  11.15  11.15  11.15  1.00 
10/07/2024 11.12  11.12  11.12  11.12  1.00 
10/04/2024 11.17  11.17  11.17  11.17  1.00 
10/03/2024 11.16  11.16  11.16  11.16  1.00 
10/02/2024 11.19  11.19  11.19  11.19  1.00 
10/01/2024 11.19  11.19  11.19  11.19  1.00 
09/30/2024 11.22  11.22  11.22  11.22  1.00 
09/27/2024 11.22  11.22  11.22  11.22  1.00 
09/26/2024 11.22  11.22  11.22  11.22  1.00 
09/25/2024 11.19  11.19  11.19  11.19  1.00 
09/24/2024 11.23  11.23  11.23  11.23  1.00 
09/23/2024 11.21  11.21  11.21  11.21  1.00 
09/20/2024 11.20  11.20  11.20  11.20  1.00 
09/19/2024 11.21  11.21  11.21  11.21  1.00 
09/18/2024 11.13  11.13  11.13  11.13  1.00 
09/17/2024 11.15  11.15  11.15  11.15  1.00 
09/16/2024 11.15  11.15  11.15  11.15  1.00 
09/13/2024 11.11  11.11  11.11  11.11  1.00 
09/12/2024 11.05  11.05  11.05  11.05  1.00 
09/11/2024 11.02  11.02  11.02  11.02  1.00 
09/10/2024 10.98  10.98  10.98  10.98  1.00 
09/09/2024 10.95  10.95  10.95  10.95  1.00 
09/06/2024 10.91  10.91  10.91  10.91  1.00 

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.
A focus of Conservative Balanced technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Conservative Balanced trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...

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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.

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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