Tax Exempt Bond Fund Manager Performance
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Tax Exempt are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Tax Exempt Bond Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Tax Exempt is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 21.55 | |
| Fifty Two Week High | 24.35 | |
| Annual Report Expense Ratio | 0.77% |
Tax |
Tax Exempt Relative Risk vs. Return Landscape
If you would invest (100.00) in Tax Exempt Bond Fund on January 26, 2024 and sell it today you would earn a total of 100.00 from holding Tax Exempt Bond Fund or generate -100.0% return on investment over 90 days. Tax Exempt Bond Fund is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Tax, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tax Exempt Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tax Exempt's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tax Exempt Bond Fund, and traders can use it to determine the average amount a Tax Exempt's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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Based on monthly moving average Tax Exempt is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Tax Exempt by adding Tax Exempt to a well-diversified portfolio.
Tax Exempt Fundamentals Growth
Tax Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tax Exempt, and Tax Exempt fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Tax Mutual Fund performance.
| Total Asset | 3.1 B | |||
Things to note about Tax Exempt Bond performance evaluation
Checking the ongoing alerts about Tax Exempt for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tax Exempt Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Tax Exempt Bond is not yet fully synchronised with the market data | |
| Tax Exempt Bond has some characteristics of a very speculative penny stock | |
| Tax Exempt Bond has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains about 98.16% of its assets in bonds |
- Analyzing Tax Exempt's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Tax Exempt's stock is overvalued or undervalued compared to its peers.
- Examining Tax Exempt's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Tax Exempt's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tax Exempt's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tax Exempt's mutual fund. These opinions can provide insight into Tax Exempt's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Tax Exempt Bond information on this page should be used as a complementary analysis to other Tax Exempt's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
Other Consideration for investing in Tax Mutual Fund
If you are still planning to invest in Tax Exempt Bond check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Tax Exempt's history and understand the potential risks before investing.
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