Tax Managed Large Cap Fund Price on September 19, 2024
| RTLAX Fund | USD 86.42 0.25 0.29% |
Below is the normalized historical share price chart for Tax Managed Large Cap extending back to June 01, 2010. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Tax Managed stands at 86.42, as last reported on the 11th of December 2024, with the highest price reaching 86.42 and the lowest price hitting 86.42 during the day.
If you're considering investing in Tax Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Tax Mutual Fund to be out of control. Tax Managed Large owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.17, which indicates the fund had a 0.17% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Tax Managed Large Cap, which you can use to evaluate the volatility of the fund. Please validate Tax Managed's Coefficient Of Variation of 481.07, semi deviation of 0.3778, and Risk Adjusted Performance of 0.149 to confirm if the risk estimate we provide is consistent with the expected return of 0.11%.
Tax Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Tax |
Sharpe Ratio = 0.171
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | RTLAX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Tax Managed is performing at about 13% of its full potential. 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 Tax Managed by adding it to a well-diversified portfolio.
Tax Managed Valuation on September 19, 2024
It is possible to determine the worth of Tax Managed on a given historical date. On September 19, 2024 Tax was worth 82.47 at the beginning of the trading date compared to the closed value of 82.47. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Tax Managed mutual fund. Still, in general, we apply an absolute valuation method to find Tax Managed's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Tax Managed where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Tax Managed's related companies.
| Open | High | Low | Close | Volume | |
| 81.13 | 81.13 | 81.13 | 81.13 | 1.00 | |
09/19/2024 | 82.47 | 82.47 | 82.47 | 82.47 | 1.00 |
| 82.15 | 82.15 | 82.15 | 82.15 | 1.00 |
| Backtest Tax Managed | | | Tax Managed History | | | Tax Managed Valuation | Previous | Next |
Tax Managed Trading Date Momentum on September 19, 2024
| On September 20 2024 Tax Managed Large Cap was traded for 82.15 at the closing time. The highest daily price throughout the period was 82.15 and the lowest price was 82.15 . There was no trading activity during the period 1.0. Lack of trading volume on 09/20/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.39% . The trading price change to current closing price is 0.51% . |
Tax Managed Large Fundamentals Correlations and Trends
By evaluating Tax Managed's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Tax Managed's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Tax financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Tax Managed Mutual Fund history
Tax Managed investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Tax is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Tax Managed Large will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Tax Managed stock prices may prove useful in developing a viable investing in Tax Managed
The fund has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in large capitalization companies economically tied to the U.S. The fund invests principally in common stocks of large capitalization U.S. companies. The managers define large capitalization stocks as stocks of those companies represented by the SP 500 Index or within the capitalization range of the SP 500 Index.
Tax Managed Mutual Fund Technical Analysis
Tax Managed technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Tax Managed Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Tax Managed Large Cap cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Tax Managed December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Tax Managed mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Tax Managed shares will generate the highest return on investment. By undertsting and applying Tax Managed mutual fund market strength indicators, traders can identify Tax Managed Large Cap entry and exit signals to maximize returns
Tax Managed Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Tax Managed's price direction in advance. Along with the technical and fundamental analysis of Tax Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Tax to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.149 | |||
| Jensen Alpha | 0.0374 | |||
| Total Risk Alpha | 0.022 | |||
| Sortino Ratio | 0.0162 | |||
| Treynor Ratio | 0.1635 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Tax Mutual Fund
Tax Managed financial ratios help investors to determine whether Tax 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 Tax with respect to the benefits of owning Tax Managed security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes |