Tax Exempt Bond Fund Three Year Return
Tax Exempt Bond fundamentals help investors to digest information that contributes to Tax Exempt's financial success or failures. It also enables traders to predict the movement of Tax Mutual Fund. The fundamental analysis module provides a way to measure Tax Exempt's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Tax Exempt mutual fund.
Tax |
Tax Exempt Bond Mutual Fund Three Year Return Analysis
Tax Exempt's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Tax Exempt Three Year Return | 6.60 % |
Most of Tax Exempt's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Tax Exempt Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Tax Exempt Bond has a Three Year Return of 6.6%. This is 331.37% higher than that of the Category family and notably higher than that of the Family category. The three year return for all United States funds is 83.33% lower than that of the firm.
Tax Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Tax Exempt's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Tax Exempt could also be used in its relative valuation, which is a method of valuing Tax Exempt by comparing valuation metrics of similar companies.Tax Exempt is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Tax Exempt
The fund consists of 97.1% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Tax Exempt's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Tax Fundamentals
| Annual Yield | 2.42 % | |||
| Year To Date Return | (0.37) % | |||
| One Year Return | 8.62 % | |||
| Three Year Return | 6.60 % | |||
| Five Year Return | 3.65 % | |||
| Ten Year Return | 4.05 % | |||
| Net Asset | 13.26 B | |||
| Minimum Initial Investment | 250 | |||
| Last Dividend Paid | 0.02 | |||
| Holdings Turnover | 13.00 % | |||
| Cash Position Weight | 2.90 % | |||
| Bond Positions Weight | 97.10 % |
Currently Active Assets on Macroaxis
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 census. Note that the Tax Exempt Bond information on this page should be used as a complementary analysis to other Tax Exempt's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
Other Consideration for investing in Tax Mutual Fund
If you are still planning to invest in Tax Exempt Bond 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 Exempt's history and understand the potential risks before investing.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |