Pacific Capital Financials
| PTXFX Fund | USD 9.60 0.01 0.10% |
Pacific |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Pacific Capital Fund Summary
Pacific Capital competes with Global Real, Pacific Capital, Baron Partners, and Baron Fifth. The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in investment grade municipal obligations - debt securities that pay interest which, in the opinion of counsel to the issuer, is exempt from both federal income tax and the federal alternative minimum tax. It normally invests not less than 50 percent of its net assets in Hawaii municipal obligations. The fund is non-diversified.Specialization | Muni Single State Interm, Muni National Interm |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US6940488777 |
| Business Address | FundVantage Trust |
| Mutual Fund Family | Pacific Capital |
| Mutual Fund Category | Muni Single State Interm |
| Benchmark | Dow Jones Industrial |
| Phone | 888 678 6034 |
| Currency | USD - US Dollar |
Pacific Capital Key Financial Ratios
Pacific Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pacific Capital's current stock value. Our valuation model uses many indicators to compare Pacific Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pacific Capital competition to find correlations between indicators driving Pacific Capital's intrinsic value. More Info.Pacific Capital Tax Free is regarded fourth largest fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 474.43 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pacific Capital's earnings, one of the primary drivers of an investment's value.Pacific Capital Tax Systematic Risk
Pacific Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Pacific Capital volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Pacific Capital Tax correlated with the market. If Beta is less than 0 Pacific Capital generally moves in the opposite direction as compared to the market. If Pacific Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Pacific Capital Tax is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Pacific Capital is generally in the same direction as the market. If Beta > 1 Pacific Capital moves generally in the same direction as, but more than the movement of the benchmark.
Pacific Capital January 2, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Pacific Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Pacific Capital Tax Free. We use our internally-developed statistical techniques to arrive at the intrinsic value of Pacific Capital Tax Free based on widely used predictive technical indicators. In general, we focus on analyzing Pacific Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Pacific Capital's daily price indicators and compare them against related drivers.
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 1.04 | |||
| Value At Risk | (0.31) | |||
| Potential Upside | 0.2092 |
Other Information on Investing in Pacific Mutual Fund
Pacific Capital financial ratios help investors to determine whether Pacific Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pacific with respect to the benefits of owning Pacific Capital security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |