Moderately Servative Balanced Fund Manager Performance Evaluation
| SBCCX Fund | USD 11.33 0.02 0.18% |
The fund secures a Beta (Market Risk) of -0.0775, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Moderately Servative are expected to decrease at a much lower rate. During the bear market, Moderately Servative is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Moderately Servative Balanced are ranked lower than 24 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Moderately Servative may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more| Expense Ratio | 2.9500 |
Moderately |
Moderately Servative Relative Risk vs. Return Landscape
If you would invest 1,043 in Moderately Servative Balanced on April 26, 2025 and sell it today you would earn a total of 90.00 from holding Moderately Servative Balanced or generate 8.63% return on investment over 90 days. Moderately Servative Balanced is currently producing 0.1345% returns and takes up 0.4401% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Moderately, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Moderately Servative Current Valuation
Overvalued
Today
Please note that Moderately Servative's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Moderately Servative secures a last-minute Real Value of $10.34 per share. The latest price of the fund is $11.33. We determine the value of Moderately Servative from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Moderately Servative is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Moderately Mutual Fund. However, Moderately Servative's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.33 | Real 10.34 | Hype 11.33 | Naive 11.3 |
The intrinsic value of Moderately Servative's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Moderately Servative's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Moderately Servative Balanced helps investors to forecast how Moderately mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Moderately Servative more accurately as focusing exclusively on Moderately Servative's fundamentals will not take into account other important factors: Moderately Servative Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Moderately Servative's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Moderately Servative Balanced, and traders can use it to determine the average amount a Moderately Servative's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.3057
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| Cash | SBCCX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.44 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.31 actual daily | 24 76% of assets perform better |
Based on monthly moving average Moderately Servative is performing at about 24% 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 Moderately Servative by adding it to a well-diversified portfolio.
Moderately Servative Fundamentals Growth
Moderately Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Moderately Servative, and Moderately Servative fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Moderately Mutual Fund performance.
| Total Asset | 649.69 K | |||
About Moderately Servative Performance
Evaluating Moderately Servative's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Moderately Servative has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Moderately Servative has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . Moderately Conservative is traded on NASDAQ Exchange in the United States.Things to note about Moderately Servative performance evaluation
Checking the ongoing alerts about Moderately Servative for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Moderately Servative help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 17.47% of its assets in cash |
- Analyzing Moderately Servative's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Moderately Servative's stock is overvalued or undervalued compared to its peers.
- Examining Moderately Servative's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Moderately Servative's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Moderately Servative's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Moderately Servative's mutual fund. These opinions can provide insight into Moderately Servative's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Moderately Mutual Fund
Moderately Servative financial ratios help investors to determine whether Moderately 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 Moderately with respect to the benefits of owning Moderately Servative security.
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