Moderate Balanced Allocation Fund Manager Performance Evaluation
| SBMIX Fund | USD 11.85 -0.10 -0.84% |
The fund secures a Beta (Market Risk) of 0.59, which means possible diversification benefits within a given portfolio. MODERATE BALANCED moves in the same direction as the market but with less intensity, offering a degree of cushion during selloffs.
Risk-Adjusted Performance
Weak
Weak | Strong |
For the recent 90-day horizon, Moderate Balanced Allocation failed to convert risk into positive risk-adjusted performance. The current category mapping is Allocation--50% to 70% Equity. Despite somewhat strong forward indicators, MODERATE BALANCED is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
MODERATE |
Relative Risk vs. Return Landscape
If you had invested $ 1,223 in Moderate Balanced Allocation on December 20, 2025 and sold it today you would have lost $ 38.00 from holding Moderate Balanced Allocation or given up 3.11% of portfolio value over 90 days. Moderate Balanced Allocation is currently producing negative expected returns and carries 0.5472% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than MODERATE, 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
For MODERATE Mutual Fund, the tendency of price to converge toward a long-term average provides a useful baseline for forecasting. Nonetheless, studies have found that some funds are persistently mispriced, with the spread correcting only when market dynamics shift significantly.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 11.85 | 90 days | 11.85 | close to 99 |
Based on standard probability analysis, the odds of MODERATE BALANCED moving above the current price in 90 days from now are close to 99 (The chart above shows the probability distribution of MODERATE Mutual Fund prices over the next 90 days).
MODERATE BALANCED Price Density |
| Price |
Predictive Modules for MODERATE BALANCED
Accurately predicting the fund market is one of the most challenging tasks in investing. For Moderate Balanced, a range of forecasting tools can be applied, though none offer certainty. Despite this, systematic forecasting is a critical step in the investment process - comparing methods and results provides context to develop a more nuanced view of potential outcomes.The mean reversion principle applied to MODERATE BALANCED's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Primary Risk Indicators
The past 10-20 years have brought considerable volatility to the mutual fund market, and MODERATE BALANCED has been no exception. Sharp price drops and strong rallies have made hedging an important tool for managing portfolio risk. Investors in Moderate Balanced Allocation should monitor MODERATE BALANCED's fundamental risk indicators to stay ahead of market swings.α | Alpha over Dow Jones | 0.0026 | |
β | Beta against Dow Jones | 0.59 | |
σ | Overall volatility | 0.15 | |
Ir | Information ratio | 0.07 |
Investor Alerts and Insights
Alerts and suggestions for MODERATE BALANCED give investors a structured way to monitor the fund for material events. Moderate Balanced notifications flag important changes in technical indicators, fundamentals, and market conditions that may warrant attention.| Moderate Balanced generated a negative expected return over the last 90 days | |
| The fund maintains about 16.07% of its assets in cash |
MODERATE BALANCED Fundamentals Growth
MODERATE Mutual Fund performance is fundamentally tied to MODERATE BALANCED's financial health and growth outlook. Revenue and earnings trends, operating margins, and capital structure decisions all play a significant role in shaping investor expectations for MODERATE Mutual Fund.
| Total Asset | 1.65 M | |||
Performance Metrics & Calculation Methodology
MODERATE BALANCED performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Certain defensive traits may reduce sensitivity to broader macroeconomic fluctuations.
Inputs for Moderate Balanced Allocation come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag. Return and risk statistics are calculated from historical price series.