STRATEGIC Mutual Fund Manager Performance Evaluation

AAAUX
 Fund
  

USD 7.01  0.05  0.71%   

The entity has a beta of 0.8642, which indicates possible diversification benefits within a given portfolio. Let's try to break down what STRATEGIC's beta means in this case. STRATEGIC ALLOCATION returns are very sensitive to returns on the market. As the market goes up or down, STRATEGIC ALLOCATION is expected to follow. Although it is important to respect STRATEGIC ALLOCATION current price movements, it is better to be realistic regarding the information on the equity's historical returns. The philosophy towards measuring future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By evaluating STRATEGIC ALLOCATION technical indicators, you can currently evaluate if the expected return of 0.0111% will be sustainable into the future.
  
STRATEGIC Performance
0 of 100
Over the last 90 days STRATEGIC ALLOCATION AGGRESSIVE has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, STRATEGIC ALLOCATION is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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STRATEGIC Price Channel

Fifty Two Week Low6.32
Fifty Two Week High9.26

STRATEGIC ALLOCATION Relative Risk vs. Return Landscape

If you would invest  700.00  in STRATEGIC ALLOCATION AGGRESSIVE on September 9, 2022 and sell it today you would earn a total of  1.00  from holding STRATEGIC ALLOCATION AGGRESSIVE or generate 0.14% return on investment over 90 days. STRATEGIC ALLOCATION AGGRESSIVE is currently producing 0.0111% returns and takes up 1.3457% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than STRATEGIC, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon STRATEGIC ALLOCATION is expected to generate 2.11 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.11 times less risky than the market. It trades about 0.01 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.02 of returns per unit of risk over similar time horizon.

STRATEGIC ALLOCATION Current Valuation

Fairly Valued
Today 7.01
Please note that STRATEGIC ALLOCATION's price fluctuation is not too volatile at this time.
STRATEGIC ALLOCATION has a current Real Value of $6.94 per share. The regular price of the fund is $7.01. At this time, the fund appears to be fairly valued. We determine the value of STRATEGIC ALLOCATION from evaluating 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 in time, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for STRATEGIC ALLOCATION AGGRESSIVE is useful when determining the fair value of the STRATEGIC mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of STRATEGIC ALLOCATION. Since STRATEGIC ALLOCATION is currently traded on the exchange, buyers and sellers on that exchange determine the market value of STRATEGIC Mutual Fund. However, STRATEGIC ALLOCATION'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.
6.94
Real Value
8.29
Upside
Estimating the potential upside or downside of STRATEGIC ALLOCATION AGGRESSIVE helps investors to forecast how STRATEGIC 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 STRATEGIC ALLOCATION more accurately as focusing exclusively on STRATEGIC ALLOCATION's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
6.676.967.25
Details
Hype
Prediction
LowEstimated ValueHigh
5.667.018.36
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.230.240.26
Details

STRATEGIC ALLOCATION Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for STRATEGIC ALLOCATION's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as STRATEGIC ALLOCATION AGGRESSIVE, and traders can use it to determine the average amount a STRATEGIC ALLOCATION'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 = 0.0083

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Estimated Market Risk
 1.35
  actual daily
 
 11 %
of total potential
 
1111
Expected Return
 0.01
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 0 %
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Risk-Adjusted Return
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Based on monthly moving average STRATEGIC ALLOCATION is performing at about 0% 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.

About STRATEGIC ALLOCATION Performance

To evaluate STRATEGIC ALLOCATION Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when STRATEGIC ALLOCATION generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare STRATEGIC Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand STRATEGIC ALLOCATION market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents STRATEGIC's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The funds asset allocation strategy diversifies investments among equity securities, bonds and money market instruments. American Century is traded on NASDAQ Exchange in the United States.

Things to note about STRATEGIC ALLOCATION

Checking the ongoing alerts about STRATEGIC ALLOCATION for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for STRATEGIC ALLOCATION help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

STRATEGIC ALLOCATION Alerts

Equity Alerts and Improvement Suggestions

STRATEGIC ALLOCATION is unlikely to experience financial distress in the next 2 years
Latest headline from news.google.com: Lafourche Parish Council Meeting news from November 22 Human Interest lafourchegazette.com - Lafourche Gazette
The fund holds about 6.12% of its assets under management (AUM) in cash
Please continue to Trending Equities. You can also try Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

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Please note, there is a significant difference between STRATEGIC ALLOCATION's value and its price as these two are different measures arrived at by different means. Investors typically determine STRATEGIC ALLOCATION value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, STRATEGIC ALLOCATION's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.