Robinson Tax Manager Performance Evaluation

ROBCX -- USA Fund  

USD 8.99  0.03  0.33%

The fund holds Beta of -0.0134 which implies as returns on market increase, returns on owning Robinson Tax are expected to decrease at a much smaller rate. During bear market, Robinson Tax is likely to outperform the market.. Even though it is essential to pay attention to Robinson Tax Advantaged current trending patterns, it is always good to be careful when utilizing equity existing price patterns. Macroaxis philosophy towards forecasting future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Robinson Tax Advantaged exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

Robinson Tax Advantaged Relative Risk vs. Return Landscape

If you would invest  922.00  in Robinson Tax Advantaged Income C on August 26, 2018 and sell it today you would lose (23.00)  from holding Robinson Tax Advantaged Income C or give up 2.49% of portfolio value over 30 days. Robinson Tax Advantaged Income C is currently producing negative expected returns and takes up 0.2076% volatility of returns over 30 trading days. Put another way, 1% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Robinson Tax Advantaged Income C is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 2.19 times less risky than the market. the firm trades about -0.58 of its potential returns per unit of risk. The DOW is currently generating roughly 0.22 of returns per unit of risk over similar time horizon.

Robinson Tax Current Valuation

Under Valued
September 25, 2018
8.99
Market Value
9.84
Real Value
Target Odds
  
10.47
Upside
Robinson Tax is not too risky asset. Robinson Tax Advantaged holds recent Real Value of $9.84 per share. The prevailing price of the fund is $8.99. At this time the fund appears to be under valued. We determine the value of Robinson Tax Advantaged from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support investing in undervalued entities and to dispose of overvalued entities since at some point stocks prices and their ongoing real values will merge together.

Robinson Tax Market Risk Analysis

Sharpe Ratio = -0.5783
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Robinson Tax Relative Performance Indicators

Estimated Market Risk
 0.21
  actual daily
 
 99 %
of total potential
  
Expected Return
 -0.12
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.58
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Robinson Tax is performing at about 0% 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 Robinson Tax by adding it to a well-diversified portfolio.

Robinson Tax Performance Rating

Robinson Tax Advantaged Income C Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Robinson Tax Advantaged Income C has generated negative risk-adjusted returns adding no value to fund investors.

Robinson Tax Alerts

Equity Alerts and Improvement Suggestions

Robinson Tax generates negative expected return over the last 30 days
On September 18, 2018 Robinson Tax paid $ 0.023 per share dividend to its current shareholders
Latest headline from www.streetinsider.com: Form 497 Eaton Vance Series Fund,
The fund maintains about 95.08% of its assets in bonds
Additionally take a look at Your Equity Center. Please also try Analyst Recommendations module to analyst recommendations and target price estimates broken down by several categories.
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