Hawaiian Tax-free Financials
| HULFX Fund | USD 10.59 0.02 0.19% |
Hawaiian |
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.
Hawaiian Tax-free Fund Summary
Hawaiian Tax-free competes with Colorado Bondshares, Virginia Bond, HUMANA, Barloworld, and Morningstar Unconstrained. Under normal circumstances, at least 80 percent of the funds assets will be invested in municipal obligations that pay interest exempt, in the opinion of bond counsel, from Hawaii State and regular Federal income taxes. The fund is non-diversified.Specialization | Muni Single State Interm, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Hawaiian Tax Free |
| Mutual Fund Family | Aquila |
| Mutual Fund Category | Muni Single State Interm |
| Benchmark | Dow Jones Industrial |
| Phone | 800 437 1000 |
| Currency | USD - US Dollar |
Hawaiian Tax-free Key Financial Ratios
Hawaiian Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Hawaiian Tax-free's current stock value. Our valuation model uses many indicators to compare Hawaiian Tax-free value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Hawaiian Tax-free competition to find correlations between indicators driving Hawaiian Tax-free's intrinsic value. More Info.Hawaiian Tax Free Trust is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 756.33 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 Hawaiian Tax-free's earnings, one of the primary drivers of an investment's value.Hawaiian Tax Free Systematic Risk
Hawaiian Tax-free's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Hawaiian Tax-free 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 four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Hawaiian Tax Free correlated with the market. If Beta is less than 0 Hawaiian Tax-free generally moves in the opposite direction as compared to the market. If Hawaiian Tax-free Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Hawaiian Tax Free is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Hawaiian Tax-free is generally in the same direction as the market. If Beta > 1 Hawaiian Tax-free moves generally in the same direction as, but more than the movement of the benchmark.
Hawaiian Tax-free November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Hawaiian Tax-free help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Hawaiian Tax Free Trust. We use our internally-developed statistical techniques to arrive at the intrinsic value of Hawaiian Tax Free Trust based on widely used predictive technical indicators. In general, we focus on analyzing Hawaiian Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Hawaiian Tax-free's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2934 | |||
| Information Ratio | (0.70) | |||
| Maximum Drawdown | 1.05 | |||
| Value At Risk | (0.28) | |||
| Potential Upside | 0.2817 |
Other Information on Investing in Hawaiian Mutual Fund
Hawaiian Tax-free financial ratios help investors to determine whether Hawaiian 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 Hawaiian with respect to the benefits of owning Hawaiian Tax-free security.
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