Balanced Fund Class Fund Technical Analysis
| SVBAX Fund | USD 29.83 0.05 0.17% |
As of the 24th of January, Balanced Fund shows the Risk Adjusted Performance of 0.1217, coefficient of variation of 630.05, and Mean Deviation of 0.5922. In respect to fundamental indicators, the technical analysis model gives you tools to check existing technical drivers of Balanced Fund, as well as the relationship between them.
Balanced Fund Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Balanced, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to BalancedBalanced |
Balanced Fund '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 Balanced Fund'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 Balanced Fund.
| 10/26/2025 |
| 01/24/2026 |
If you would invest 0.00 in Balanced Fund on October 26, 2025 and sell it all today you would earn a total of 0.00 from holding Balanced Fund Class or generate 0.0% return on investment in Balanced Fund over 90 days. Balanced Fund is related to or competes with Amg Yacktman, Amg Yacktman, Calamos Strategic, Adams Diversified, Mfs Aggressive, T Rowe, and Perkins Small. Under normal market conditions, the fund invests at least 25 percent of assets in equity securities and at least 25 perc... More
Balanced Fund 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 Balanced Fund'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 Balanced Fund Class upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5098 | |||
| Information Ratio | 0.1104 | |||
| Maximum Drawdown | 13.7 | |||
| Value At Risk | (0.82) | |||
| Potential Upside | 0.8466 |
Balanced Fund Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Balanced Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Balanced Fund's standard deviation. In reality, there are many statistical measures that can use Balanced Fund historical prices to predict the future Balanced Fund's volatility.| Risk Adjusted Performance | 0.1217 | |||
| Jensen Alpha | 0.2299 | |||
| Total Risk Alpha | 0.0959 | |||
| Sortino Ratio | 0.3506 | |||
| Treynor Ratio | 0.9833 |
Balanced Fund January 24, 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 | 0.1217 | |||
| Market Risk Adjusted Performance | 0.9933 | |||
| Mean Deviation | 0.5922 | |||
| Downside Deviation | 0.5098 | |||
| Coefficient Of Variation | 630.05 | |||
| Standard Deviation | 1.62 | |||
| Variance | 2.62 | |||
| Information Ratio | 0.1104 | |||
| Jensen Alpha | 0.2299 | |||
| Total Risk Alpha | 0.0959 | |||
| Sortino Ratio | 0.3506 | |||
| Treynor Ratio | 0.9833 | |||
| Maximum Drawdown | 13.7 | |||
| Value At Risk | (0.82) | |||
| Potential Upside | 0.8466 | |||
| Downside Variance | 0.2599 | |||
| Semi Variance | (0.09) | |||
| Expected Short fall | (0.73) | |||
| Skewness | 7.03 | |||
| Kurtosis | 54.33 |
Balanced Fund Class Backtested Returns
Balanced Fund appears to be very steady, given 3 months investment horizon. Balanced Fund Class secures Sharpe Ratio (or Efficiency) of 0.15, which signifies that the fund had a 0.15 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Balanced Fund Class, which you can use to evaluate the volatility of the entity. Please makes use of Balanced Fund's Coefficient Of Variation of 630.05, risk adjusted performance of 0.1217, and Mean Deviation of 0.5922 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.25, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Balanced Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Balanced Fund is expected to be smaller as well.
Auto-correlation | 0.25 |
Poor predictability
Balanced Fund Class has poor predictability. Overlapping area represents the amount of predictability between Balanced Fund time series from 26th of October 2025 to 10th of December 2025 and 10th of December 2025 to 24th 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 Balanced Fund Class price movement. The serial correlation of 0.25 indicates that over 25.0% of current Balanced Fund price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.25 | |
| Spearman Rank Test | 0.4 | |
| Residual Average | 0.0 | |
| Price Variance | 2.34 |
Balanced Fund 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.
Balanced Fund Class Technical Analysis
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. 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 Balanced Fund Class volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Balanced Fund 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 Balanced Fund Class 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 Balanced Fund Class based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Balanced Fund Class price pattern first instead of the macroeconomic environment surrounding Balanced Fund Class. By analyzing Balanced Fund'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 Balanced Fund'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 Balanced Fund specific price patterns or momentum indicators. Please read more on our technical analysis page.
Balanced Fund January 24, 2026 Technical Indicators
Most technical analysis of Balanced 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 Balanced from various momentum indicators to cycle indicators. When you analyze Balanced 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 | 0.1217 | |||
| Market Risk Adjusted Performance | 0.9933 | |||
| Mean Deviation | 0.5922 | |||
| Downside Deviation | 0.5098 | |||
| Coefficient Of Variation | 630.05 | |||
| Standard Deviation | 1.62 | |||
| Variance | 2.62 | |||
| Information Ratio | 0.1104 | |||
| Jensen Alpha | 0.2299 | |||
| Total Risk Alpha | 0.0959 | |||
| Sortino Ratio | 0.3506 | |||
| Treynor Ratio | 0.9833 | |||
| Maximum Drawdown | 13.7 | |||
| Value At Risk | (0.82) | |||
| Potential Upside | 0.8466 | |||
| Downside Variance | 0.2599 | |||
| Semi Variance | (0.09) | |||
| Expected Short fall | (0.73) | |||
| Skewness | 7.03 | |||
| Kurtosis | 54.33 |
Balanced Fund Class One Year Return
Based on the recorded statements, Balanced Fund Class has an One Year Return of 17.4442%. This is 8.75% higher than that of the John Hancock family and significantly higher than that of the Allocation--50% to 70% Equity category. The one year return for all United States funds is notably lower than that of the firm.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.Balanced Fund January 24, 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 Balanced 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 | 29.83 | ||
| Day Typical Price | 29.83 | ||
| Price Action Indicator | 0.02 |
Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced 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 Balanced with respect to the benefits of owning Balanced Fund security.
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