Robinson Tax Financials
| ROBAX Fund | USD 9.09 0.09 1.00% |
Robinson |
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.
Robinson Tax Fund Summary
Robinson Tax competes with Ab Select, Balanced Fund, Sarofim Equity, Ms Global, and Small Cap. Under normal market conditions, the fund pursues its investment objective by investing primarily in closed-end registered investment companies that invest primarily in municipal bonds. The CEFs, Mutual Funds and ETFs in which the fund invests primarily in investment grade municipal bonds, with an average rating of at least Baa3 or higher by Moodys or BBB- or higher by Standard Poors or Fitch Ratings.Specialization | Muni National Long, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Investment Managers Series |
| Mutual Fund Family | Liberty Street |
| Mutual Fund Category | Muni National Long |
| Benchmark | Dow Jones Industrial |
| Phone | 800 207 7108 |
| Currency | USD - US Dollar |
Robinson Tax Key Financial Ratios
Robinson Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Robinson Tax's current stock value. Our valuation model uses many indicators to compare Robinson Tax value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Robinson Tax competition to find correlations between indicators driving Robinson Tax's intrinsic value. More Info.Robinson Tax Advantaged is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 322.72 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 Robinson Tax's earnings, one of the primary drivers of an investment's value.Robinson Tax Advantaged Systematic Risk
Robinson Tax's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Robinson 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Robinson Tax Advantaged correlated with the market. If Beta is less than 0 Robinson Tax generally moves in the opposite direction as compared to the market. If Robinson Tax Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Robinson Tax Advantaged is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Robinson Tax is generally in the same direction as the market. If Beta > 1 Robinson Tax moves generally in the same direction as, but more than the movement of the benchmark.
Robinson Tax November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Robinson Tax help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Robinson Tax Advantaged. We use our internally-developed statistical techniques to arrive at the intrinsic value of Robinson Tax Advantaged based on widely used predictive technical indicators. In general, we focus on analyzing Robinson Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Robinson Tax's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4899 | |||
| Information Ratio | (0.24) | |||
| Maximum Drawdown | 1.88 | |||
| Value At Risk | (0.56) | |||
| Potential Upside | 0.6689 |
Other Information on Investing in Robinson Mutual Fund
Robinson Tax financial ratios help investors to determine whether Robinson 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 Robinson with respect to the benefits of owning Robinson Tax security.
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