Balanced Strategy Fund Manager Performance Evaluation
| RBLAX Fund | USD 11.66 0.04 0.34% |
The fund has a beta of 0.42, which means possible diversification benefits within a given portfolio. As returns on the market increase, BALANCED STRATEGY's returns are expected to increase less than the market. However, during a bear market, the loss from holding BALANCED STRATEGY is expected to be smaller as well.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared with the broader market, risk-adjusted returns on Balanced Strategy Fund rank lower than 4% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong basic indicators, BALANCED STRATEGY is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
BALANCED |
BALANCED STRATEGY Relative Risk vs. Return Landscape
If you had invested $ 1,149 in Balanced Strategy Fund on December 11, 2025 and sold it today you would have earned a total of $ 17.00 from holding Balanced Strategy Fund or generated 1.48% return on investment over 90 days. Balanced Strategy Fund is currently producing a 0.025% return and carries 0.4325% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than BALANCED, 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
The tendency of BALANCED Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of organized markets for forecasting. However, many studies suggest that some traded funds are consistently mispriced before demand and supply correct the spread. One possible explanation is that these funds carry additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 11.66 | 90 days | 11.66 | about 59.87 |
Based on a normal probability distribution, the odds of BALANCED STRATEGY moving above the current price in 90 days from now are about 59.87 (This Balanced Strategy Fund probability density function shows the probability of BALANCED Mutual Fund falling within a particular range of prices over 90 days).
BALANCED STRATEGY Price Density |
| Price |
Predictive Modules for BALANCED STRATEGY
There are currently many different techniques concerning forecasting the fund market as a whole, as well as predicting future values of individual instruments such as Balanced Strategy. Regardless of method or technology, however, to accurately forecast the fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of BALANCED STRATEGY's price to converge to an average value over time is called mean reversion.
Primary Risk Indicators
The last 10-20 years have been a volatile period for the mutual fund market. BALANCED STRATEGY is no exception. The market experienced several large corrections towards BALANCED STRATEGY's value, including sharp drops and substantial rallies. An investor can limit portfolio swings by implementing a hedging strategy designed to reduce downside losses. If you hold Balanced Strategy Fund, one way to protect your portfolio is to watch for changing volatility and market elasticity of BALANCED STRATEGY within the framework of fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.42 | |
σ | Overall volatility | 0.16 | |
Ir | Information ratio | 0.08 |
BALANCED STRATEGY Alerts and Suggestions
Automated alerts tied to BALANCED STRATEGY help investors stay ahead of material changes in fund conditions. Monitoring ongoing notifications for Balanced Strategy is a practical way to spot shifts in technical or fundamental signals that may affect investment timing.| The fund maintains about 8.95% of its assets in cash |
BALANCED STRATEGY Fundamentals Growth
BALANCED Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of BALANCED STRATEGY, and BALANCED STRATEGY fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on BALANCED Mutual Fund performance.
| Price To Earning | 15.99 X | |||
| Price To Book | 1.63 X | |||
| Price To Sales | 1.16 X | |||
| Total Asset | 781.63 M | |||
About BALANCED STRATEGY Performance Analysis
BALANCED STRATEGY performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Risk-adjusted measures provide context for return efficiency across regimes. 
Ellen Johnson · Member of Macroaxis Editorial Board
Unless otherwise specified, financial data for Balanced Strategy Fund is derived from periodic company reporting (annual and quarterly where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on asset type. Updates may occur throughout the day.
BALANCED Mutual Fund is Curated By:
Ellen Johnson · Member of Macroaxis Editorial Board