Simt Tax Managed Large Fund Price on November 25, 2024
| STLYX Fund | USD 39.91 0.14 0.35% |
Below is the normalized historical share price chart for Simt Tax Managed Large extending back to December 31, 2014. 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 Simt Tax-managed stands at 39.91, as last reported on the 2nd of December, with the highest price reaching 39.91 and the lowest price hitting 39.91 during the day.
If you're considering investing in SIMT Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider SIMT Mutual Fund to be very steady. Simt Tax Managed owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.15, which indicates the fund had a 0.15% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Simt Tax Managed Large, which you can use to evaluate the volatility of the fund. Please validate Simt Tax-managed's Coefficient Of Variation of 746.1, risk adjusted performance of 0.1011, and Semi Deviation of 0.5276 to confirm if the risk estimate we provide is consistent with the expected return of 0.0981%.
SIMT Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
SIMT |
Sharpe Ratio = 0.1537
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| Cash | STLYX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.64 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Simt Tax-managed is performing at about 12% 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 Simt Tax-managed by adding it to a well-diversified portfolio.
Simt Tax-managed Valuation on November 25, 2024
It is possible to determine the worth of Simt Tax-managed on a given historical date. On November 25, 2024 SIMT was worth 39.73 at the beginning of the trading date compared to the closed value of 39.73. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Simt Tax-managed mutual fund. Still, in general, we apply an absolute valuation method to find Simt 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 Simt Tax-managed where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Simt Tax-managed's related companies.
| Open | High | Low | Close | Volume | |
| 39.43 | 39.43 | 39.43 | 39.43 | 1.00 | |
11/25/2024 | 39.73 | 39.73 | 39.73 | 39.73 | 1.00 |
| 39.88 | 39.88 | 39.88 | 39.88 | 1.00 |
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Simt Tax-managed Trading Date Momentum on November 25, 2024
| On November 26 2024 Simt Tax Managed Large was traded for 39.88 at the closing time. The highest daily price throughout the period was 39.88 and the lowest price was 39.88 . There was no trading activity during the period 1.0. Lack of trading volume on 11/26/2024 added to the next day price jump. The trading price change to closing price of the next trading day was 0.38% . The trading price change to current closing price is 0.45% . |
Simt Tax Managed Fundamentals Correlations and Trends
By evaluating Simt 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 Simt Tax-managed's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. SIMT financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Simt Tax-managed Mutual Fund history
Simt 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 SIMT is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Simt Tax Managed 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 Simt Tax-managed stock prices may prove useful in developing a viable investing in Simt Tax-managed
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of large companies. For purposes of this fund, a large company is a company with a market capitalization in the range of companies in the Russell 1000 Index at the time of purchase. It may invest up to 20 percent of its assets in foreign securities.
Simt Tax-managed Mutual Fund Technical Analysis
Simt 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
Simt Tax-managed Period Price Range
Low | December 2, 2024
| High |
0.00 | 0.00 |
Simt Tax Managed Large 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.
Simt Tax-managed December 2, 2024 Market Strength
Market strength indicators help investors to evaluate how Simt 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 Simt Tax-managed shares will generate the highest return on investment. By undertsting and applying Simt Tax-managed mutual fund market strength indicators, traders can identify Simt Tax Managed Large entry and exit signals to maximize returns
Simt Tax-managed Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Simt Tax-managed's price direction in advance. Along with the technical and fundamental analysis of SIMT Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of SIMT 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 | 0.1011 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | 0.0986 |
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| Volume Indicators |
Other Information on Investing in SIMT Mutual Fund
Simt Tax-managed financial ratios help investors to determine whether SIMT 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 SIMT with respect to the benefits of owning Simt Tax-managed security.
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