Strategic Allocation Moderate Fund Price on June 23, 2020
| ASMDX Fund | USD 6.14 0.01 0.16% |
Below is the normalized historical share price chart for Strategic Allocation Moderate extending back to July 26, 2013. 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 6.14, as last reported on the 19th of April, with the highest price reaching 6.14 and the lowest price hitting 6.14 during the day.
If you're considering investing in Strategic Mutual Fund, it is important to understand the factors that can impact its price. We consider Strategic Allocation very steady. Strategic Allocation owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0515, which indicates the fund had a 0.0515% 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 Risk Adjusted Performance of 0.0402, semi deviation of 0.4493, and Coefficient Of Variation of 1435.45 to confirm if the risk estimate we provide is consistent with the expected return of 0.0245%.
Strategic Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Strategic |
Sharpe Ratio = 0.0515
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| Negative Returns | ASMDX |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Strategic Allocation is performing at about 4% 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.
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
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
Strategic Allocation April 19, 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
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 6.14 | |||
| Day Typical Price | 6.14 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.01) |
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 | 0.0402 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | 0.0322 |
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Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Strategic Allocation Moderate. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the Strategic Allocation information on this page should be used as a complementary analysis to other Strategic Allocation's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.