Usaa Tax Financials
| ULTIX Fund | USD 11.98 0.03 0.25% |
Usaa |
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.
Usaa Tax Fund Summary
Usaa Tax competes with Touchstone Small, Small Company, Transamerica Asset, and L Mason. The fund invests primarily in investment-grade securities the interest from which is excludable from gross income for federal income tax . During normal market conditions, at least 80 percent of its net assets will consist of tax-exempt securities. The funds dollar-weighted average portfolio maturity is 10 years or more. At least 80 percent of the funds annual net investment income dividends will be tax-exempt and excludable from the calculation of the federal alternative minimum tax for individual taxpayers.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Usaa Mutual Funds |
| Mutual Fund Family | Victory Capital |
| Mutual Fund Category | Muni National Long |
| Benchmark | Dow Jones Industrial |
| Phone | 800 235 8396 |
| Currency | USD - US Dollar |
Usaa Tax Key Financial Ratios
Usaa Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Usaa Tax's current stock value. Our valuation model uses many indicators to compare Usaa Tax value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Usaa Tax competition to find correlations between indicators driving Usaa Tax's intrinsic value. More Info.Usaa Tax Exempt is presently regarded as number one fund in net asset among similar funds. It also is presently regarded as number one fund in last dividend paid among similar funds . The ratio of Net Asset to Last Dividend Paid for Usaa Tax Exempt is about 62,666,666,667 . 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 Usaa Tax's earnings, one of the primary drivers of an investment's value.Usaa Tax Exempt Systematic Risk
Usaa Tax's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Usaa Tax 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 output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Usaa Tax Exempt correlated with the market. If Beta is less than 0 Usaa Tax generally moves in the opposite direction as compared to the market. If Usaa Tax Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Usaa Tax Exempt is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Usaa Tax is generally in the same direction as the market. If Beta > 1 Usaa Tax moves generally in the same direction as, but more than the movement of the benchmark.
Usaa Tax March 20, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Usaa Tax help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Usaa Tax Exempt. We use our internally-developed statistical techniques to arrive at the intrinsic value of Usaa Tax Exempt based on widely used predictive technical indicators. In general, we focus on analyzing Usaa Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Usaa Tax's daily price indicators and compare them against related drivers.
| Information Ratio | 0.0647 | |||
| Maximum Drawdown | 1.74 | |||
| Value At Risk | (0.75) | |||
| Potential Upside | 0.416 |
Other Information on Investing in Usaa Mutual Fund
Usaa Tax financial ratios help investors to determine whether Usaa 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 Usaa with respect to the benefits of owning Usaa Tax security.
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