Balanced Fund Institutional Fund Price on March 21, 2024
| BLNIX Fund | USD 13.96 0.04 0.29% |
Below is the normalized historical share price chart for Balanced Fund Institutional extending back to October 31, 2016. 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 Balanced Fund stands at 13.96, as last reported on the 17th of June 2024, with the highest price reaching 13.96 and the lowest price hitting 13.96 during the day.
If you're considering investing in Balanced Mutual Fund, it is important to understand the factors that can impact its price. We consider Balanced Fund very steady. Balanced Fund Instit secures Sharpe Ratio (or Efficiency) of 0.0986, which signifies that the fund had a 0.0986% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Balanced Fund Institutional, which you can use to evaluate the volatility of the entity. Please confirm Balanced Fund's Mean Deviation of 0.5252, downside deviation of 0.6677, and Risk Adjusted Performance of 0.102 to double-check if the risk estimate we provide is consistent with the expected return of 0.0682%.
Balanced Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Balanced |
Sharpe Ratio = 0.0986
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Estimated Market Risk
| 0.69 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Balanced Fund is performing at about 7% 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 Balanced Fund by adding it to a well-diversified portfolio.
Balanced Fund Valuation on March 21, 2024
It is possible to determine the worth of Balanced Fund on a given historical date. On March 21, 2024 Balanced was worth 13.67 at the beginning of the trading date compared to the closed value of 13.67. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Balanced Fund mutual fund. Still, in general, we apply an absolute valuation method to find Balanced Fund'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 Balanced Fund where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Balanced Fund's related companies.
| Open | High | Low | Close | Volume | |
| 13.61 | 13.61 | 13.61 | 13.61 | 1.00 | |
03/21/2024 | 13.67 | 13.67 | 13.67 | 13.67 | 1.00 |
| 13.66 | 13.66 | 13.66 | 13.66 | 1.00 |
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Balanced Fund Trading Date Momentum on March 21, 2024
| On March 22 2024 Balanced Fund Institutional was traded for 13.66 at the closing time. The highest daily price throughout the period was 13.66 and the lowest price was 13.66 . There was no trading activity during the period 1.0. Lack of trading volume on 03/22/2024 added to the next day price reduction. The overall trading delta to closing price of the next trading day was 0.07% . The overall trading delta to current closing price is 0.51% . |
Balanced Fund Instit Fundamentals Correlations and Trends
By evaluating Balanced Fund'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 Balanced Fund's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Balanced financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Balanced Fund Mutual Fund history
Balanced Fund 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 Balanced is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Balanced Fund Instit 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 Balanced Fund stock prices may prove useful in developing a viable investing in Balanced Fund
The fund invests primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies , which include domestic and foreign mutual funds, as well as in exchange traded funds , closed-end funds and unit investment trusts. The fund will have a minimum of 30 percent and a maximum of 70 percent of its net assets invested in equity securities or underlying funds investing in equity securities.
Balanced Fund Mutual Fund Technical Analysis
Balanced Fund 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
Balanced Fund Period Price Range
Low | March 21, 2024
| High |
13.67 | 13.67 |
Balanced Fund June 17, 2024 Market Strength
Market strength indicators help investors to evaluate how Balanced Fund 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 Balanced Fund shares will generate the highest return on investment. By undertsting and applying Balanced Fund mutual fund market strength indicators, traders can identify Balanced Fund Institutional entry and exit signals to maximize returns
Balanced Fund Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Balanced Fund's price direction in advance. Along with the technical and fundamental analysis of Balanced Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Balanced 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 | 0.102 | |||
| Jensen Alpha | 0.0668 | |||
| Total Risk Alpha | 0.0607 | |||
| Sortino Ratio | 0.0899 | |||
| Treynor Ratio | 0.1165 |
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Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Fund security.
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