Strategic Allocation Aggressive Fund Manager Performance Evaluation
| AAARX Fund | USD 8.54 -0.04 -0.47% |
The fund has a beta of 0.76, which indicates possible diversification benefits within a given portfolio. With a sub-1 beta, STRATEGIC ALLOCATION: participates in market rallies at a reduced pace while also limiting downside exposure.
Risk-Adjusted Performance
Contained
Weak | Strong |
Strategic Allocation Aggressive currently ranks below 6% of comparable funds and fund portfolios when recent risk-adjusted returns are measured across a 90-day horizon. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong basic indicators, STRATEGIC ALLOCATION: is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
STRATEGIC |
Relative Risk vs. Return Landscape
If you had invested $ 815.00 in Strategic Allocation Aggressive on December 16, 2025 and sold it today you would have earned a total of $ 39.00 from holding Strategic Allocation Aggressive or generated 4.79% return on investment over 90 days. Strategic Allocation Aggressive is currently producing a 0.0815% return and carries 1.0055% volatility of returns over 90 trading days. Put another way, 9% 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. Expected Return |
| Risk |
Historical Prices of STRATEGIC ALLOCATION:
Below is the normalized historical share price chart for Strategic Allocation Aggressive extending back to March 31, 2005. 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 8.54, as last reported on the 16th of March 2026, with the highest price reaching 8.54 and the lowest price hitting 8.54 during the day.Macro event markers
Target Price Odds to finish over Current Price
Mean reversion in STRATEGIC Mutual Fund pricing reflects the well-documented tendency for funds to converge toward their intrinsic value over time. Forecasting models leverage this pattern, though they must also account for periods when market dynamics keep prices away from equilibrium.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 8.54 | 90 days | 8.54 | about 80.29 |
Our statistical analysis indicates the probability of STRATEGIC ALLOCATION: moving above the current price in 90 days from now is about 80.29 (This chart shows the likelihood of STRATEGIC Mutual Fund trading at different price levels over the next 90 days).
STRATEGIC ALLOCATION: Price Density |
| Price |
Predictive Modules for STRATEGIC ALLOCATION:
When forecasting STRATEGIC ALLOCATION:, investors benefit from applying a variety of techniques rather than relying on a single method. The fund market is inherently unpredictable, but systematic comparison of different model outputs helps investors develop a more balanced perspective and prepare for alternative scenarios.Experienced STRATEGIC ALLOCATION:'s investors use mean reversion as a complement to momentum analysis: momentum identifies the trend; mean reversion identifies when that trend has extended beyond sustainable levels.
Primary Risk Indicators
Dramatic market swings over the past two decades have made risk management essential for mutual fund investors. STRATEGIC ALLOCATION: has been affected by sudden drops and strong recoveries alike. A hedging approach that tracks STRATEGIC ALLOCATION:'s volatility and fundamental risk indicators can help investors in Strategic Allocation Aggressive limit the impact of adverse moves.α | Alpha over Dow Jones | 0.1 | |
β | Beta against Dow Jones | 0.76 | |
σ | Overall volatility | 0.27 | |
Ir | Information ratio | 0.11 |
Investor Alerts and Insights
For STRATEGIC ALLOCATION: investors, automated alerts provide a systematic way to monitor the fund for actionable developments. STRATEGIC ALLOCATION: notifications highlight changes in key indicators that could influence investment decisions.| Latest headline from news.google.com: Michael and Susan Dell donate 6.25 B to fund Trump accounts - MSN | |
| The fund holds about 19.35% of its assets under management (AUM) in fixed income securities |
STRATEGIC ALLOCATION: Fundamentals Growth
Revenue growth, earnings performance, and balance sheet health are among the most critical fundamentals shaping STRATEGIC Mutual Fund valuation. Investors rely on these metrics to evaluate STRATEGIC ALLOCATION:'s current position and future prospects.
| Price To Earning | 18.44 X | |||
| Price To Book | 2.44 X | |||
| Price To Sales | 1.57 X | |||
| Total Asset | 848.32 M | |||
Performance Metrics & Calculation Methodology
STRATEGIC ALLOCATION: performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Correlation shifts can alter portfolio contribution during regime changes.
Macroaxis compiles Strategic Allocation Aggressive metrics from fund disclosures and market reference feeds and applies consistent transformation rules before display. Not all fields update in real time. Return and risk statistics are calculated from historical price series.