Intermediate Taxamt Free Fund Manager Performance Evaluation
| WFITX Fund | USD 10.96 0.03 0.27% |
The fund retains a Market Volatility (i.e., Beta) of -0.0627, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Intermediate Taxamt are expected to decrease at a much lower rate. During the bear market, Intermediate Taxamt is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Weak
Over the last 90 days Intermediate Taxamt Free Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Intermediate Taxamt is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 0.6000 |
Intermediate |
Intermediate Taxamt Relative Risk vs. Return Landscape
If you would invest 1,097 in Intermediate Taxamt Free Fund on September 14, 2024 and sell it today you would lose (1.00) from holding Intermediate Taxamt Free Fund or give up 0.09% of portfolio value over 90 days. Intermediate Taxamt Free Fund is currently producing negative expected returns and takes up 0.1823% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Intermediate, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Intermediate Taxamt Current Valuation
Fairly Valued
Today
Please note that Intermediate Taxamt's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Intermediate Taxamt retains a regular Real Value of $10.95 per share. The prevalent price of the fund is $10.96. We determine the value of Intermediate Taxamt from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Intermediate Taxamt is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Intermediate Mutual Fund. However, Intermediate Taxamt's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.96 | Real 10.95 | Hype 10.96 |
The intrinsic value of Intermediate Taxamt's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Intermediate Taxamt's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Intermediate Taxamt Free Fund helps investors to forecast how Intermediate mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Intermediate Taxamt more accurately as focusing exclusively on Intermediate Taxamt's fundamentals will not take into account other important factors: Intermediate Taxamt Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Intermediate Taxamt's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Intermediate Taxamt Free Fund, and traders can use it to determine the average amount a Intermediate Taxamt'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 = -0.007
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WFITX |
Estimated Market Risk
| 0.18 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Intermediate Taxamt 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 Intermediate Taxamt by adding Intermediate Taxamt to a well-diversified portfolio.
Intermediate Taxamt Fundamentals Growth
Intermediate Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Intermediate Taxamt, and Intermediate Taxamt 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 Intermediate Mutual Fund performance.
| Total Asset | 25.5 M | ||||
About Intermediate Taxamt Performance
Evaluating Intermediate Taxamt's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Intermediate Taxamt has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Intermediate Taxamt has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of the funds net assets in municipal securities whose interest is exempt from federal income tax, including federal alternative minimum tax . It invests up to 15 percent of the funds total assets in below investment-grade municipal securities. While the fund may purchase securities of any maturity, under normal circumstances, the advisor expects the funds dollar-weighted average effective maturity to be between 3 and 10 years.Things to note about Intermediate Taxamt performance evaluation
Checking the ongoing alerts about Intermediate Taxamt for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Intermediate Taxamt help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Intermediate Taxamt generated a negative expected return over the last 90 days | |
| The fund keeps most of the net assets in exotic instruments. |
- Analyzing Intermediate Taxamt'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 Intermediate Taxamt's stock is overvalued or undervalued compared to its peers.
- Examining Intermediate Taxamt'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 Intermediate Taxamt's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Intermediate Taxamt's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Intermediate Taxamt's mutual fund. These opinions can provide insight into Intermediate Taxamt's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Intermediate Mutual Fund
Intermediate Taxamt financial ratios help investors to determine whether Intermediate 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 Intermediate with respect to the benefits of owning Intermediate Taxamt security.
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