Moderately Aggressive Balanced Fund Manager Performance Evaluation
| SAMAX Fund | USD 11.70 -0.16 -1.35% |
The fund has a beta of -0.13, which means relatively modest fluctuations relative to the market. As returns on the market increase, returns on MODERATELY AGGRESSIVE tend to move in the opposite direction, though by a smaller magnitude. During a bear market, however, MODERATELY AGGRESSIVE is likely to outperform the market.
Risk-Adjusted Performance
Weak
Weak | Strong |
Over the last 90 days, Moderately Aggressive Balanced generated negative risk-adjusted returns and added little value for fund investors. The result matters because weak risk-adjusted return can persist even when isolated price moves briefly look constructive. Despite somewhat strong basic indicators, MODERATELY AGGRESSIVE is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
MODERATELY |
Relative Risk vs. Return Landscape
If you had invested $ 1,198 in Moderately Aggressive Balanced on December 13, 2025 and sold it today you would have lost $ 12.00 from holding Moderately Aggressive Balanced or given up 1.0% of portfolio value over 90 days. Moderately Aggressive Balanced is currently producing negative expected returns and carries 0.5662% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than MODERATELY, 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 Moderately Aggressive
Below is the normalized historical share price chart for Moderately Aggressive Balanced extending back to December 29, 2017. 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 MODERATELY AGGRESSIVE stands at 11.70, as last reported on the 13th of March 2026, with the highest price reaching 11.70 and the lowest price hitting 11.70 during the day.Macro event markers
Target Price Odds to finish over Current Price
The tendency of MODERATELY 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 |
| 11.70 | 90 days | 11.70 | about 90.26 |
Based on a normal probability distribution, the odds of MODERATELY AGGRESSIVE moving above the current price in 90 days from now are about 90.26 (This Moderately Aggressive Balanced probability density function shows the probability of MODERATELY Mutual Fund falling within a particular range of prices over 90 days).
MODERATELY AGGRESSIVE Price Density |
| Price |
Predictive Modules for MODERATELY AGGRESSIVE
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 Moderately Aggressive. 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 MODERATELY AGGRESSIVE'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. MODERATELY AGGRESSIVE is no exception. The market experienced several large corrections towards MODERATELY AGGRESSIVE'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 Moderately Aggressive Balanced, one way to protect your portfolio is to watch for changing volatility and market elasticity of MODERATELY AGGRESSIVE within the framework of fundamental risk indicators.α | Alpha over Dow Jones | 0.09 | |
β | Beta against Dow Jones | -0.13 | |
σ | Overall volatility | 0.27 | |
Ir | Information ratio | 0.12 |
Investor Alerts and Insights
Automated alerts tied to MODERATELY AGGRESSIVE help investors stay ahead of material changes in fund conditions. Monitoring ongoing notifications for Moderately Aggressive is a practical way to spot shifts in technical or fundamental signals that may affect investment timing.| MODERATELY AGGRESSIVE generated a negative expected return over the last 90 days | |
| The fund maintains about 15.84% of its assets in cash |
MODERATELY AGGRESSIVE Fundamentals Growth
MODERATELY Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of MODERATELY AGGRESSIVE, and MODERATELY AGGRESSIVE 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 MODERATELY Mutual Fund performance.
| Total Asset | 854.1 K | |||
Performance Metrics & Calculation Methodology
MODERATELY AGGRESSIVE 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.
Unless otherwise specified, data for Moderately Aggressive Balanced is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. Return and risk statistics are calculated from historical price series.