Tax-Managed Mutual Fund Manager Performance Evaluation

The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. Let's try to break down what Tax-Managed's beta means in this case. the returns on MARKET and Tax-Managed are completely uncorrelated. Although it is extremely important to respect Tax-Managed US Large current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring 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 inspecting Tax-Managed US Large technical indicators, you can presently evaluate if the expected return of 0.0% will be sustainable into the future.

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 Tax-Managed Performance
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Over the last 90 days Tax-Managed US Large has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Tax-Managed is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low45.57
Fifty Two Week High63.22
Annual Report Expense Ratio1.92%

Tax-Managed Relative Risk vs. Return Landscape

If you would invest (100.00)  in Tax-Managed US Large on June 23, 2021 and sell it today you would earn a total of  100.00  from holding Tax-Managed US Large or generate -100.0% return on investment over 90 days. Tax-Managed US Large 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.
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Tax-Managed Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Tax-Managed's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tax-Managed US Large, and traders can use it to determine the average amount a Tax-Managed'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 is performing at about 0% 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 Tax-Managed by adding it to a well-diversified portfolio.

Things to note about Tax-Managed US Large

Checking the ongoing alerts about Tax-Managed for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Tax-Managed US Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Tax-Managed Alerts

Equity Alerts and Improvement Suggestions

Tax-Managed US Large is not yet fully synchronised with the market data
Tax-Managed US Large has some characteristics of a very speculative penny stock
Tax-Managed US Large is unlikely to experience financial distress in the next 2 years
The fund maintains 97.17% of its assets in stocks
Check out Your Equity Center. Note that the Tax-Managed US Large information on this page should be used as a complementary analysis to other Tax-Managed'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 Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.

Other Tools for Tax-Managed Mutual Fund

When running Tax-Managed US Large price analysis, check to measure Tax-Managed's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Tax-Managed is operating at the current time. Most of Tax-Managed's value examination focuses on studying past and present price action to predict the probability of Tax-Managed's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Tax-Managed's price. Additionally, you may evaluate how the addition of Tax-Managed to your portfolios can decrease your overall portfolio volatility.
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