|ROBCX -- USA Fund|| |
USD 9.55 0.01 0.10%
The fund holds Beta of 0.0446 which implies as returns on market increase, Robinson Tax returns are expected to increase less than the market. However during bear market, the loss on holding Robinson Tax will be expected to be smaller as well. 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 0.0427% will be sustainable into the future.
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. Inspite fairly strong basic indicators, Robinson Tax is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
|Fifty Two Week Low||8.60|
|Fifty Two Week High||9.56|
|Annual Report Expense Ratio||3.67%|
Robinson Tax Advantaged Relative Risk vs. Return Landscape
If you would invest 938.10
in Robinson Tax Advantaged Income C on June 24, 2019
and sell it today you would earn a total of 16.90
from holding Robinson Tax Advantaged Income C or generate 1.8%
return on investment over 30
days. Robinson Tax Advantaged Income C is currently producing 0.0427% returns and takes up 0.1951% 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 (%)
Assuming 30 trading days horizon, Robinson Tax is expected to generate 4.5 times less return on investment than the market. But when comparing it to its historical volatility, the company is 3.13 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 0.31 of returns per unit of risk over similar time horizon.
Robinson Tax Current Valuation
July 24, 2019
Robinson Tax Market Risk Analysis
Sharpe Ratio = 0.2189
Robinson Tax Relative Performance Indicators
Estimated Market Risk
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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
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