Strategic Allocation Moderate Fund Manager Performance Evaluation
| ASTCX Fund | USD 6.34 -0.10 -1.55% |
The fund owns a Beta (Systematic Risk) of 0.64, which conveys 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
Weak
Weak | Strong |
Strategic Allocation Moderate has delivered negative risk-adjusted returns across the last 90 days, suggesting that volatility was not compensated by return. Current market capitalization is about 6.0. Despite somewhat strong fundamental indicators, STRATEGIC ALLOCATION: is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 1st of December 2025 | |
| Expense Ratio | 1.8300 |
STRATEGIC |
Relative Risk vs. Return Landscape
If you had invested $ 653.00 in Strategic Allocation Moderate on December 21, 2025 and sold it today you would have lost $ 19.00 from holding Strategic Allocation Moderate or given up 2.91% of portfolio value over 90 days. Strategic Allocation Moderate is currently producing negative expected returns and carries 0.5621% volatility of returns over 90 trading days. Put another way, 5% 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 |
Target Price Odds to finish over Current Price
A fundamental principle of fund forecasting is that prices tend to revert toward historical averages. For STRATEGIC Mutual Fund, this mean-reverting tendency has been a useful tool for valuation. Still, some funds exhibit persistent mispricings that are only corrected when buying and selling pressure realign.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 6.34 | 90 days | 6.34 | roughly 96.0 |
According to our probability model, the chance of STRATEGIC ALLOCATION: moving above the current price in 90 days from now is roughly 96.0 (This probability chart for Strategic Allocation Moderate depicts the range of likely prices for STRATEGIC Mutual Fund over a 90-day horizon).
STRATEGIC ALLOCATION: Price Density |
| Price |
Predictive Modules for STRATEGIC ALLOCATION:
Predicting the direction of STRATEGIC ALLOCATION: and the broader fund market involves a range of quantitative and qualitative techniques. Although accurate forecasting remains elusive, the process of modeling future scenarios is a valuable part of investment decision-making. Comparing results from different methods frames the confidence level of their predictions.The concept of mean reversion suggests that STRATEGIC ALLOCATION:'s price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.
Primary Risk Indicators
Market volatility over the last 10-20 years has created both risk and opportunity for mutual fund investors. STRATEGIC ALLOCATION: has seen its share of dramatic price swings during this period. Implementing a hedging strategy and tracking STRATEGIC ALLOCATION:'s volatility and elasticity can help investors in Strategic Allocation Moderate limit the impact of adverse market moves.α | Alpha over Dow Jones | 0.1 | |
β | Beta against Dow Jones | 0.64 | |
σ | Overall volatility | 0.14 | |
Ir | Information ratio | 0.15 |
Investor Alerts and Insights
Real-time alerts for STRATEGIC ALLOCATION: allow investors to track important fund developments as they happen. Reviewing ongoing notifications for STRATEGIC ALLOCATION: helps identify opportunities and risks before they are fully priced into the market.| STRATEGIC ALLOCATION: generated a negative expected return over the last 90 days | |
| The fund holds about 8.28% of its assets under management (AUM) in cash |
STRATEGIC ALLOCATION: Fundamentals Growth
Investors assess STRATEGIC Mutual Fund by examining STRATEGIC ALLOCATION:'s underlying financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels are among the most closely watched fundamentals that shape STRATEGIC Mutual Fund market performance.
| Price To Earning | 17.29 X | |||
| Price To Book | 2.27 X | |||
| Price To Sales | 1.47 X | |||
| Total Asset | 8.78 M | |||
Performance Metrics & Calculation Methodology
STRATEGIC ALLOCATION: performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Relative performance helps interpret behavior versus benchmarks or category peers.
For Strategic Allocation Moderate, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist. Return and risk statistics are calculated from historical price series.