Moderately Servative Balanced Fund Technical Analysis
| SMICX Fund | USD 11.24 0.04 0.36% |
As of the 23rd of January, Moderately Conservative secures the Mean Deviation of 0.5401, downside deviation of 0.5969, and Risk Adjusted Performance of 0.115. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Moderately Conservative, as well as the relationship between them.
Moderately Conservative Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Moderately, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to ModeratelyModerately |
Moderately Conservative 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Moderately Conservative's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Moderately Conservative.
| 10/25/2025 |
| 01/23/2026 |
If you would invest 0.00 in Moderately Conservative on October 25, 2025 and sell it all today you would earn a total of 0.00 from holding Moderately Servative Balanced or generate 0.0% return on investment in Moderately Conservative over 90 days. Moderately Conservative is related to or competes with Aqr Diversified, Fidelity Advisor, Tiaa-cref Lifestyle, Elfun Diversified, Jpmorgan Diversified, Qs Conservative, and Diversified International. The Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated r... More
Moderately Conservative Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Moderately Conservative's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Moderately Servative Balanced upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5969 | |||
| Information Ratio | 0.0679 | |||
| Maximum Drawdown | 10.57 | |||
| Value At Risk | (0.81) | |||
| Potential Upside | 0.9036 |
Moderately Conservative Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Moderately Conservative's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Moderately Conservative's standard deviation. In reality, there are many statistical measures that can use Moderately Conservative historical prices to predict the future Moderately Conservative's volatility.| Risk Adjusted Performance | 0.115 | |||
| Jensen Alpha | 0.1384 | |||
| Total Risk Alpha | 0.0188 | |||
| Sortino Ratio | 0.1441 | |||
| Treynor Ratio | 0.4067 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Moderately Conservative's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Moderately Conservative January 23, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.115 | |||
| Market Risk Adjusted Performance | 0.4167 | |||
| Mean Deviation | 0.5401 | |||
| Semi Deviation | 0.0584 | |||
| Downside Deviation | 0.5969 | |||
| Coefficient Of Variation | 666.42 | |||
| Standard Deviation | 1.27 | |||
| Variance | 1.6 | |||
| Information Ratio | 0.0679 | |||
| Jensen Alpha | 0.1384 | |||
| Total Risk Alpha | 0.0188 | |||
| Sortino Ratio | 0.1441 | |||
| Treynor Ratio | 0.4067 | |||
| Maximum Drawdown | 10.57 | |||
| Value At Risk | (0.81) | |||
| Potential Upside | 0.9036 | |||
| Downside Variance | 0.3562 | |||
| Semi Variance | 0.0034 | |||
| Expected Short fall | (0.67) | |||
| Skewness | 6.23 | |||
| Kurtosis | 46.35 |
Moderately Conservative Backtested Returns
At this stage we consider Moderately Mutual Fund to be very steady. Moderately Conservative has Sharpe Ratio of 0.14, which conveys that the entity had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Moderately Conservative, which you can use to evaluate the volatility of the fund. Please verify Moderately Conservative's Mean Deviation of 0.5401, downside deviation of 0.5969, and Risk Adjusted Performance of 0.115 to check out if the risk estimate we provide is consistent with the expected return of 0.18%. The fund secures a Beta (Market Risk) of 0.44, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Moderately Conservative's returns are expected to increase less than the market. However, during the bear market, the loss of holding Moderately Conservative is expected to be smaller as well.
Auto-correlation | -0.05 |
Very weak reverse predictability
Moderately Servative Balanced has very weak reverse predictability. Overlapping area represents the amount of predictability between Moderately Conservative time series from 25th of October 2025 to 9th of December 2025 and 9th of December 2025 to 23rd of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Moderately Conservative price movement. The serial correlation of -0.05 indicates that only as little as 5.0% of current Moderately Conservative price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.05 | |
| Spearman Rank Test | 0.31 | |
| Residual Average | 0.0 | |
| Price Variance | 0.04 |
Moderately Conservative technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Moderately Conservative Technical Analysis
The output start index for this execution was thirty-five with a total number of output elements of twenty-six. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Moderately Conservative volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Moderately Conservative Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Moderately Servative Balanced on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Moderately Servative Balanced based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Moderately Conservative price pattern first instead of the macroeconomic environment surrounding Moderately Conservative. By analyzing Moderately Conservative's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Moderately Conservative's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Moderately Conservative specific price patterns or momentum indicators. Please read more on our technical analysis page.
Moderately Conservative January 23, 2026 Technical Indicators
Most technical analysis of Moderately help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Moderately from various momentum indicators to cycle indicators. When you analyze Moderately charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.115 | |||
| Market Risk Adjusted Performance | 0.4167 | |||
| Mean Deviation | 0.5401 | |||
| Semi Deviation | 0.0584 | |||
| Downside Deviation | 0.5969 | |||
| Coefficient Of Variation | 666.42 | |||
| Standard Deviation | 1.27 | |||
| Variance | 1.6 | |||
| Information Ratio | 0.0679 | |||
| Jensen Alpha | 0.1384 | |||
| Total Risk Alpha | 0.0188 | |||
| Sortino Ratio | 0.1441 | |||
| Treynor Ratio | 0.4067 | |||
| Maximum Drawdown | 10.57 | |||
| Value At Risk | (0.81) | |||
| Potential Upside | 0.9036 | |||
| Downside Variance | 0.3562 | |||
| Semi Variance | 0.0034 | |||
| Expected Short fall | (0.67) | |||
| Skewness | 6.23 | |||
| Kurtosis | 46.35 |
Moderately Conservative January 23, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Moderately stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | Huge | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 11.24 | ||
| Day Typical Price | 11.24 | ||
| Price Action Indicator | 0.02 |
Other Information on Investing in Moderately Mutual Fund
Moderately Conservative financial ratios help investors to determine whether Moderately Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Moderately with respect to the benefits of owning Moderately Conservative security.
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