Asset Allocation Fund Technical Analysis
| VCAAX Fund | USD 11.25 -0.13 -1.14% |
As of the 21st of March, ASSET ALLOCATION trades at 11.25 per share. Key technical indicators include Standard Deviation of 0.4939, risk adjusted performance of -0.12, and Mean Deviation of 0.3762. The technical model evaluates historical price movement, trading volume, and volatility patterns to quantify trend strength. Current values are evaluated relative to sector peers and historical ranges.
ASSET ALLOCATION Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as ASSET, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to ASSETASSET |
What if' Analysis
Historical what-if analysis for Asset Allocation Fund is useful because it converts abstract timing questions into a structured review of past performance under changing entry and holding periods. This becomes more informative when investors use the backtest to challenge timing assumptions rather than to search for a perfect historical entry point.
| 12/21/2025 |
| 03/21/2026 |
Starting with 0.00 in ASSET ALLOCATION on December 21, 2025 and exiting today would produce 0.00 in net return. Overall, this is a 0.0% total return in ASSET ALLOCATION overall over 90 days. Peers such as FEDERATED GOVERNMENT, Prudential Government, US GOVERNMENT, GOLDMAN SACHS, and INTERMEDIATE GOVERNMENT operate in a similar space as ASSET ALLOCATION. Competitive context is drawn from the peer group. The peer list reflects entities with similar market positioning or business scope. All metrics are derived from available inputs and shown for reference. Under normal circumstances, the Advisor intends to invest approximately 60 percent of its assets in equity securities an... More
ASSET ALLOCATION Upside and Downside Indicators Signals
The upside and downside context for ASSET ALLOCATION captures how the fund price has moved within recent ranges. These signals organize short-term price behavior into a structured momentum view.
| Information Ratio | 0.0323 | |||
| Maximum Drawdown | 2.23 | |||
| Value At Risk | -1.13 | |||
| Potential Upside | 0.5168 |
ASSET ALLOCATION Market Risk Indicators Overview
This section presents risk metrics that describe ASSET ALLOCATION's historical price variability. The metrics rely on historical prices to describe variability over time. Values are based on observed price behavior across time frames. All figures are based on reported data and are informational in nature.| Risk Adjusted Performance | -0.12 | |||
| Jensen Alpha | -0.03 | |||
| Total Risk Alpha | -0.02 | |||
| Treynor Ratio | -0.16 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of ASSET ALLOCATION's price to converge to an average value over time is called mean reversion.
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 | -0.12 | |||
| Market Risk Adjusted Performance | -0.15 | |||
| Mean Deviation | 0.3762 | |||
| Coefficient Of Variation | -682.44 | |||
| Standard Deviation | 0.4939 | |||
| Variance | 0.2439 | |||
| Information Ratio | 0.0323 | |||
| Jensen Alpha | -0.03 | |||
| Total Risk Alpha | -0.02 | |||
| Treynor Ratio | -0.16 | |||
| Maximum Drawdown | 2.23 | |||
| Value At Risk | -1.13 | |||
| Potential Upside | 0.5168 | |||
| Skewness | -0.55 | |||
| Kurtosis | 0.5817 |
Asset Allocation Backtested Returns
ASSET ALLOCATION appears to exhibit a very low volatility profile over the selected 3 months investment horizon. It records a risk-adjusted return measure of -0.18, measuring return instability during 3 months. We identified twenty technical indicators influencing the company's volatility profile. Please review metrics such as standard deviation of 0.4939, risk-adjusted performance of -0.12, and mean deviation of 0.3762 to confirm whether our risk estimates align with your expectations. The fund has a beta of 0.51, which means possible diversification benefits within a given portfolio. As returns on the market increase, ASSET ALLOCATION's returns are expected to increase less than the market. However, during a bear market, the loss from holding ASSET ALLOCATION is expected to be smaller as well.
Auto-correlation | 0.28 |
Poor predictability
Asset Allocation Fund shows poor predictability when comparing price series from 21st of December 2025 to 4th of February 2026 against from 4th of February 2026 to 21st of March 2026. A strong serial relationship would imply that ASSET ALLOCATION's recent trajectory contains information about its near-term direction. With a serial correlation of 0.28, nearly 28.0% of ASSET ALLOCATION's price variation is attributable to patterns in preceding intervals.
| Correlation Coefficient | 0.28 | |
| Spearman Rank Test | 0.11 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
Price behavior for ASSET ALLOCATION is studied within a technical framework. This approach uses standard technical indicators across price data.
Technical Analysis
This analysis covers twenty-five data points across the selected time horizon. 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 Asset Allocation volatility. High ATR values indicate high volatility, and low values indicate low volatility.
Technical Analysis Methodology & Indicators
Technical analysis of ASSET ALLOCATION focuses on NAV trend behavior and volatility patterns where pricing frequency permits. Trend persistence provides context for directional stability. Certain defensive traits may reduce sensitivity to broader macroeconomic fluctuations.
Unless otherwise specified, data for Asset Allocation Fund is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day.
This content is curated and reviewed by:
Ellen Johnson - Member of Macroaxis Editorial BoardASSET ALLOCATION Technical Indicators
Investors following Asset Allocation Fund often rely on technical indicators to test whether price action is supporting continuation, exhaustion, or a possible change in direction. A disciplined technical workflow separates stronger setups from noisier price action.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | -0.12 | |||
| Market Risk Adjusted Performance | -0.15 | |||
| Mean Deviation | 0.3762 | |||
| Coefficient Of Variation | -682.44 | |||
| Standard Deviation | 0.4939 | |||
| Variance | 0.2439 | |||
| Information Ratio | 0.0323 | |||
| Jensen Alpha | -0.03 | |||
| Total Risk Alpha | -0.02 | |||
| Treynor Ratio | -0.16 | |||
| Maximum Drawdown | 2.23 | |||
| Value At Risk | -1.13 | |||
| Potential Upside | 0.5168 | |||
| Skewness | -0.55 | |||
| Kurtosis | 0.5817 |
Asset Allocation One Year Return
Based on the recorded statements, Asset Allocation Fund has an One Year Return of 9.7127%. This is 3.16% lower than that of the VALIC family and about the same as Allocation--50% to 70% Equity (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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.March 21, 2026 Daily Trend Indicators
Investors following Asset Allocation Fund often rely on technical indicators to test whether price action is supporting continuation, exhaustion, or a possible change in direction. A disciplined technical workflow separates stronger setups from noisier price action.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | 0.00 | ||
| Rate Of Daily Change | 0.99 | ||
| Day Median Price | 11.25 | ||
| Day Typical Price | 11.25 | ||
| Price Action Indicator | -0.07 |