Robinson Tax Manager Performance Evaluation

ROBCX -- USA Fund  

USD 8.95  0.00  0.00%

The fund holds Beta of -0.0301 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. Although it is extremely important to respect Robinson Tax Advantaged current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The philosophy towards forecasting future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By analyzing Robinson Tax Advantaged technical indicators you can presently evaluate if the expected return of 0.0732% will be sustainable into the future.
Horizon     30 Days    Login   to change

Robinson Tax Advantaged Relative Risk vs. Return Landscape

If you would invest  874.00  in Robinson Tax Advantaged Income C on December 21, 2018 and sell it today you would earn a total of  21.00  from holding Robinson Tax Advantaged Income C or generate 2.4% return on investment over 30 days. Robinson Tax Advantaged Income C is currently producing 0.0732% returns and takes up 0.4982% volatility of returns over 30 trading days. Put another way, 4% 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 is expected to generate 0.25 times more return on investment than the market. However, the company is 3.96 times less risky than the market. It trades about 0.15 of its potential returns per unit of risk. The DOW is currently generating roughly 0.02 per unit of risk.

Robinson Tax Current Valuation

Not valued
January 20, 2019
8.95
Market Value
0.00
Real Value
Target Odds
Odds Odds
0.00
Upside
Robinson Tax is Unknown risk asset. Robinson Tax Advantaged recent Real Value cannot be determined due to lack of data. The prevailing price of Robinson Tax Advantaged is $8.95. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. 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 = 0.1469
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Robinson Tax Relative Performance Indicators

Estimated Market Risk
 0.5
  actual daily
 
 4 %
of total potential
 
4
Expected Return
 0.07
  actual daily
 
 1 %
of total potential
 
1
Risk-Adjusted Return
 0.15
  actual daily
 
 9 %
of total potential
 
9
Based on monthly moving average Robinson Tax is performing at about 9% 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

9

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Robinson Tax Advantaged Income C are ranked lower than 9 (%) of all funds and portfolios of funds over the last 30 days.

Robinson Tax Alerts

Equity Alerts and Improvement Suggestions

Robinson Tax is not yet fully synchronised with the market data
The fund maintains about 5.77% of its assets in cash

Robinson Tax Performance Indicators

Robinson Tax Advantaged Basic Price Performance Measures

Fifty Two Week Low8.60
Fifty Two Week High9.61
Annual Report Expense Ratio2.35%
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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