Strategic Allocation Moderate Fund Price on August 2, 2022
ASMUX Fund | USD 6.41 0.04 0.63% |
Below is the normalized historical share price chart for Strategic Allocation Moderate extending back to April 10, 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 Strategic Allocation stands at 6.41, as last reported on the 28th of March, with the highest price reaching 6.41 and the lowest price hitting 6.41 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 0.17, which indicates the fund had a 0.17% return per unit of risk over the last 3 months. We have found twenty-eight 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 0.095, semi deviation of 0.3017, and Coefficient Of Variation of 570.39 to confirm if the risk estimate we provide is consistent with the expected return of 0.0757%.
Strategic Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Strategic |
Sharpe Ratio = 0.1655
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Estimated Market Risk
0.46 actual daily | 4 96% of assets are more volatile |
Expected Return
0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.17 actual daily | 12 88% of assets perform better |
Based on monthly moving average Strategic Allocation is performing at about 12% 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.
Strategic Allocation Valuation on August 2, 2022
It is possible to determine the worth of Strategic Allocation on a given historical date. On August 2, 2022 Strategic was worth 5.96 at the beginning of the trading date compared to the closed value of 5.54. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Strategic Allocation mutual fund. Still, in general, we apply an absolute valuation method to find Strategic Allocation's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Strategic Allocation where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Strategic Allocation's related companies.
Open | High | Low | Close | Volume | |
6.00 | 6.00 | 5.57 | 5.57 | 1.00 | |
08/02/2022 | 5.96 | 5.96 | 5.54 | 5.54 | 1.00 |
6.01 | 6.01 | 5.58 | 5.58 | 1.00 |
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Strategic Allocation Trading Date Momentum on August 2, 2022
On August 03 2022 Strategic Allocation Moderate was traded for 5.58 at the closing time. The highest daily price throughout the period was 6.01 and the lowest price was 5.58 . There was no trading activity during the period 1.0. Lack of trading volume on 08/03/2022 added to the next day price jump. The overall trading delta to closing price of the next trading day was 0.72% . The trading price change to current closing price is 10.65% . |
Strategic Allocation Fundamentals Correlations and Trends
By evaluating Strategic Allocation's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Strategic Allocation's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Strategic financial account trend analysis is a perfect complement when working with valuation or volatility modules.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
Low | August 2, 2022 | High |
5.96 | 5.54 |
-0.42 | -7.05% |
Strategic Allocation March 28, 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
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 | 0.095 | |||
Jensen Alpha | (0.02) | |||
Total Risk Alpha | (0.03) | |||
Sortino Ratio | (0.12) | |||
Treynor Ratio | 0.0917 |
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Volume Indicators |
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 employment. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
Complementary Tools for Strategic Mutual Fund analysis
When running Strategic Allocation's price analysis, check to measure Strategic Allocation's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Strategic Allocation is operating at the current time. Most of Strategic Allocation's value examination focuses on studying past and present price action to predict the probability of Strategic Allocation's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Strategic Allocation's price. Additionally, you may evaluate how the addition of Strategic Allocation to your portfolios can decrease your overall portfolio volatility.
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