Intermediate Taxamt Free Fund Manager Performance Evaluation
The fund retains a Market Volatility (i.e., Beta) of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Intermediate Tax/amt-free are completely uncorrelated.
Risk-Adjusted Performance
Modest
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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 forward indicators, Intermediate Tax/amt-free 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 |
Intermediate |
Intermediate Tax/amt-free Relative Risk vs. Return Landscape
If you would invest (100.00) in Intermediate Taxamt Free Fund on December 26, 2024 and sell it today you would earn a total of 100.00 from holding Intermediate Taxamt Free Fund or generate -100.0% return on investment over 90 days. Intermediate Taxamt Free Fund 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 Intermediate, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Intermediate Tax/amt-free Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Intermediate Tax/amt-free'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 Tax/amt-free'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 Intermediate Tax/amt-free 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 Tax/amt-free by adding Intermediate Tax/amt-free to a well-diversified portfolio.
Intermediate Tax/amt-free Fundamentals Growth
Intermediate Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Intermediate Tax/amt-free, and Intermediate Tax/amt-free 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 | 568.92 M | ||||
Things to note about Intermediate Tax/amt-free performance evaluation
Checking the ongoing alerts about Intermediate Tax/amt-free for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Intermediate Tax/amt-free help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Intermediate Tax/amt-free is not yet fully synchronised with the market data | |
| Intermediate Tax/amt-free has some characteristics of a very speculative penny stock | |
| The fund keeps most of the net assets in exotic instruments. |
- Analyzing Intermediate Tax/amt-free'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 Tax/amt-free's stock is overvalued or undervalued compared to its peers.
- Examining Intermediate Tax/amt-free'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 Tax/amt-free's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Intermediate Tax/amt-free's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Intermediate Tax/amt-free's mutual fund. These opinions can provide insight into Intermediate Tax/amt-free's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
Other Tools for Intermediate Mutual Fund
When running Intermediate Tax/amt-free's price analysis, check to measure Intermediate Tax/amt-free'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 Intermediate Tax/amt-free is operating at the current time. Most of Intermediate Tax/amt-free's value examination focuses on studying past and present price action to predict the probability of Intermediate Tax/amt-free's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Intermediate Tax/amt-free's price. Additionally, you may evaluate how the addition of Intermediate Tax/amt-free to your portfolios can decrease your overall portfolio volatility.
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