Robinson Tax Manager Performance Evaluation

ROBCX -- USA Fund  

USD 8.88  0.01  0.11%

The fund holds Beta of -0.0031 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 0.0518% will be sustainable into the future.
Horizon     30 Days    Login   to change

Robinson Tax Advantaged Relative Risk vs. Return Landscape

If you would invest  878.00  in Robinson Tax Advantaged Income C on October 17, 2018 and sell it today you would earn a total of  10.00  from holding Robinson Tax Advantaged Income C or generate 1.14% return on investment over 30 days. Robinson Tax Advantaged Income C is currently producing 0.0518% returns and takes up 0.2354% volatility of returns over 30 trading days. Put another way, 2% 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 generate 0.19 times more return on investment than the market. However, the company is 5.19 times less risky than the market. It trades about 0.22 of its potential returns per unit of risk. The DOW is currently generating roughly -0.06 per unit of risk.

Robinson Tax Current Valuation

Over Valued
November 16, 2018
8.88
Market Value
8.06
Real Value
Target Odds
  
9.77
Upside
Robinson Tax is not too risky asset. Robinson Tax Advantaged holds recent Real Value of $8.06 per share. The prevailing price of the fund is $8.88. At this time the fund appears to be over 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 = 0.2198
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Robinson Tax Relative Performance Indicators

Estimated Market Risk
 0.24
  actual daily
 
 98 %
of total potential
  
Expected Return
 0.05
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.22
  actual daily
 
 14 %
of total potential
  
Based on monthly moving average Robinson Tax is performing at about 14% 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

14 

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 14 (%) of all funds and portfolios of funds over the last 30 days.

Robinson Tax Alerts

Equity Alerts and Improvement Suggestions

On October 16, 2018 Robinson Tax paid $ 0.022 per share dividend to its current shareholders
The fund maintains about 93.9% of its assets in bonds

Robinson Tax Performance Indicators

Robinson Tax Advantaged Basic Price Performance Measures

Fifty Two Week Low8.69
Fifty Two Week High9.69
Annual Report Expense Ratio2.35%
Additionally take a look at Your Equity Center. Please also try Fundamentals Matrix module to view fundamentals matrix and analyze how accounts are interrelated and interconnected with each other.
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