Tax Managed Us Large Fund Price on May 10, 2022

RTLCX Fund  USD 71.23  0.55  0.78%   
Below is the normalized historical share price chart for Tax Managed Us Large extending back to January 19, 2001. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Tax Managed stands at 71.23, as last reported on the 28th of March, with the highest price reaching 71.23 and the lowest price hitting 71.23 during the day.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
If you're considering investing in Tax Mutual Fund, it is important to understand the factors that can impact its price. We consider Tax Managed very steady. Tax-managed Us Large owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.24, which indicates the fund had a 0.24% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Tax Managed Us Large, which you can use to evaluate the volatility of the fund. Please validate Tax Managed's Risk Adjusted Performance of 0.1356, coefficient of variation of 413.52, and Semi Deviation of 0.3094 to confirm if the risk estimate we provide is consistent with the expected return of 0.16%.
  
Tax Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.

Sharpe Ratio = 0.2403

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Estimated Market Risk

 0.66
  actual daily
5
95% of assets are more volatile

Expected Return

 0.16
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.24
  actual daily
18
82% of assets perform better
Based on monthly moving average Tax Managed is performing at about 18% of its full potential. 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 Managed by adding it to a well-diversified portfolio.

Tax Managed Valuation on May 10, 2022

It is possible to determine the worth of Tax Managed on a given historical date. On May 10, 2022 Tax was worth 54.07 at the beginning of the trading date compared to the closed value of 54.07. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Tax Managed mutual fund. Still, in general, we apply an absolute valuation method to find Tax Managed's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Tax Managed where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Tax Managed's related companies.
 Open High Low Close Volume
  53.94    53.94    53.94    53.94    1.00  
05/10/2022
  54.07    54.07    54.07    54.07    1.00  
  53.26    53.26    53.26    53.26    1.00  
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Open Value
54.07
54.07
Closing Value
56.06
Upside

Tax Managed Trading Date Momentum on May 10, 2022

On May 11 2022 Tax Managed Us Large was traded for  53.26  at the closing time. The highest daily price throughout the period was 53.26  and the lowest price was  53.26 . There was no trading activity during the period 1.0. Lack of trading volume on 05/11/2022 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 1.50% . The trading price change to current closing price is 1.61% .

Tax-managed Us Large Fundamentals Correlations and Trends

By evaluating Tax Managed's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Tax Managed's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Tax financial account trend analysis is a perfect complement when working with valuation or volatility modules.

About Tax Managed Mutual Fund history

Tax Managed investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Tax is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Tax-managed Us Large will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Tax Managed stock prices may prove useful in developing a viable investing in Tax Managed
The fund has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in large capitalization companies economically tied to the U.S. The fund invests principally in common stocks of large capitalization U.S. companies. The managers define large capitalization stocks as stocks of those companies represented by the SP 500 Index or within the capitalization range of the SP 500 Index.

Tax Managed Mutual Fund Technical Analysis

Tax Managed 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.
A focus of Tax Managed technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Tax Managed trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...

Price Boundaries

Tax Managed Period Price Range

Low
May 10, 2022
High

 54.07 

  

 54.07 

0.000.00%

Tax Managed March 28, 2024 Market Strength

Market strength indicators help investors to evaluate how Tax Managed mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Tax Managed shares will generate the highest return on investment. By undertsting and applying Tax Managed mutual fund market strength indicators, traders can identify Tax Managed Us Large entry and exit signals to maximize returns

Tax Managed Technical and Predictive Indicators

Predictive indicators are helping investors to find signals for Tax Managed's price direction in advance. Along with the technical and fundamental analysis of Tax Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Tax to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Tax Managed Us Large. 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 main economic indicators.
Note that the Tax-managed Us Large information on this page should be used as a complementary analysis to other Tax Managed'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 Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.

Complementary Tools for Tax Mutual Fund analysis

When running Tax Managed's price analysis, check to measure Tax Managed's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Tax Managed is operating at the current time. Most of Tax Managed's value examination focuses on studying past and present price action to predict the probability of Tax Managed's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Tax Managed's price. Additionally, you may evaluate how the addition of Tax Managed to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Tax Managed's value and its price as these two are different measures arrived at by different means. Investors typically determine if Tax Managed is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Tax Managed's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.