Tax Managed International Portfolio Manager Performance
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Tax-managed International are completely uncorrelated.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Tax Managed International Portfolio has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Tax-managed International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 11.72 | |
| Fifty Two Week High | 18.23 | |
| Annual Report Expense Ratio | 1.01% |
Tax-managed |
Tax-managed International Relative Risk vs. Return Landscape
If you would invest (100.00) in Tax Managed International Portfolio on January 26, 2024 and sell it today you would earn a total of 100.00 from holding Tax Managed International Portfolio or generate -100.0% return on investment over 90 days. Tax Managed International Portfolio is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Tax-managed, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tax-managed International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tax-managed International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tax Managed International Portfolio, and traders can use it to determine the average amount a Tax-managed International's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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Based on monthly moving average Tax-managed International is not performing at its full potential. However, 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 International by adding Tax-managed International to a well-diversified portfolio.
Tax-managed International Fundamentals Growth
Tax-managed Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tax-managed International, and Tax-managed International fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Tax-managed Mutual Fund performance.
| Price To Earning | 15.06 X | |||
| Price To Book | 1.67 X | |||
| Price To Sales | 1.00 X | |||
| Total Asset | 2.4 B | |||
Things to note about Tax-managed International performance evaluation
Checking the ongoing alerts about Tax-managed International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tax-managed International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Tax-managed International is not yet fully synchronised with the market data | |
| Tax-managed International has some characteristics of a very speculative penny stock | |
| Tax-managed International has a very high chance of going through financial distress in the upcoming years | |
| The fund generated three year return of -2.0% | |
| Tax-managed International maintains 95.95% of its assets in stocks |
- Analyzing Tax-managed International's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Tax-managed International's stock is overvalued or undervalued compared to its peers.
- Examining Tax-managed International's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Tax-managed International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tax-managed International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tax-managed International's mutual fund. These opinions can provide insight into Tax-managed International's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. 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 real. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
Other Consideration for investing in Tax-managed Mutual Fund
If you are still planning to invest in Tax-managed International check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Tax-managed International's history and understand the potential risks before investing.
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