Sentinel Balanced Fund Manager Performance Evaluation
| SBACX Fund | USD 29.09 -0.15 -0.51% |
The fund owns a Beta (Systematic Risk) of 0.43, which conveys possible diversification benefits within a given portfolio. With a sub-1 beta, SENTINEL BALANCED participates in market rallies at a reduced pace while also limiting downside exposure.
Risk-Adjusted Performance
Weak
Weak | Strong |
Over the last 90 days, Sentinel Balanced Fund 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 fundamental indicators, SENTINEL BALANCED is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 28th of October 2025 | |
| Expense Ratio | 1.7600 |
SENTINEL |
Relative Risk vs. Return Landscape
If you had invested $ 2,993 in Sentinel Balanced Fund on December 14, 2025 and sold it today you would have lost $ 84.00 from holding Sentinel Balanced Fund or given up 2.81% of portfolio value over 90 days. Sentinel Balanced Fund is currently producing negative expected returns and carries 0.4886% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than SENTINEL, 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 SENTINEL 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 |
| 29.09 | 90 days | 29.09 | close to 99 |
According to our probability model, the chance of SENTINEL BALANCED moving above the current price in 90 days from now is close to 99 (This probability chart for Sentinel Balanced Fund depicts the range of likely prices for SENTINEL Mutual Fund over a 90-day horizon).
SENTINEL BALANCED Price Density |
| Price |
Predictive Modules for SENTINEL BALANCED
Predicting the direction of Sentinel Balanced 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 helps investors gauge the confidence level of their predictions.The concept of mean reversion suggests that SENTINEL BALANCED'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. SENTINEL BALANCED has seen its share of dramatic price swings during this period. Implementing a hedging strategy and tracking SENTINEL BALANCED's volatility and elasticity can help investors in Sentinel Balanced Fund limit the impact of adverse market moves.α | Alpha over Dow Jones | -0.0361 | |
β | Beta against Dow Jones | 0.43 | |
σ | Overall volatility | 0.33 | |
Ir | Information ratio | -0.0218 |
Investor Alerts and Insights
Real-time alerts for SENTINEL BALANCED allow investors to track important fund developments as they happen. Reviewing ongoing notifications for Sentinel Balanced helps identify opportunities and risks before they are fully priced into the market.| Sentinel Balanced generated a negative expected return over the last 90 days |
SENTINEL BALANCED Fundamentals Growth
Investors assess SENTINEL Mutual Fund by examining SENTINEL BALANCED's underlying financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels are among the most closely watched fundamentals that shape SENTINEL Mutual Fund market performance.
| Price To Earning | 18.22 X | |||
| Price To Book | 3.04 X | |||
| Price To Sales | 2.27 X | |||
| Total Asset | 73.42 M | |||
Performance Metrics & Calculation Methodology
SENTINEL BALANCED 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 Sentinel Balanced Fund, 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.