New Jersey Tax Free Fund Manager Performance Evaluation

NJTFX Fund  USD 11.44  0.01  0.09%   
The fund secures a Beta (Market Risk) of 0.0153, which conveys not very significant fluctuations relative to the market. As returns on the market increase, New Jersey's returns are expected to increase less than the market. However, during the bear market, the loss of holding New Jersey is expected to be smaller as well.

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in New Jersey Tax Free are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, New Jersey is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
Expense Ratio Date1st of May 2025
Expense Ratio0.5700
  

New Jersey Relative Risk vs. Return Landscape

If you would invest  1,134  in New Jersey Tax Free on October 29, 2025 and sell it today you would earn a total of  10.00  from holding New Jersey Tax Free or generate 0.88% return on investment over 90 days. New Jersey Tax Free is currently producing 0.0147% returns and takes up 0.1087% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than New, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon New Jersey is expected to generate 4.35 times less return on investment than the market. But when comparing it to its historical volatility, the company is 6.87 times less risky than the market. It trades about 0.14 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.09 of returns per unit of risk over similar time horizon.

New Jersey Current Valuation

Overvalued
Today
11.44
Please note that New Jersey's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. New Jersey Tax secures a last-minute Real Value of $10.52 per share. The latest price of the fund is $11.44. We determine the value of New Jersey Tax from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since New Jersey is currently traded on the exchange, buyers and sellers on that exchange determine the market value of New Mutual Fund. However, New Jersey's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  11.44 Real  10.52 Hype  11.44 Naive  11.4
The intrinsic value of New Jersey's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence New Jersey's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
10.52
Real Value
12.58
Upside
Estimating the potential upside or downside of New Jersey Tax Free helps investors to forecast how New mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of New Jersey more accurately as focusing exclusively on New Jersey's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.3511.4211.49
Details
Hype
Prediction
LowEstimatedHigh
11.3311.4411.55
Details
Naive
Forecast
LowNext ValueHigh
11.2911.4011.51
Details
Below is the normalized historical share price chart for New Jersey Tax Free extending back to December 01, 1992. 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 New Jersey stands at 11.44, as last reported on the 27th of January, with the highest price reaching 11.44 and the lowest price hitting 11.44 during the day.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

New Jersey Target Price Odds to finish over Current Price

The tendency of New Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 11.44 90 days 11.44 
about 5.72
Based on a normal probability distribution, the odds of New Jersey to move above the current price in 90 days from now is about 5.72 (This New Jersey Tax Free probability density function shows the probability of New Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon New Jersey has a beta of 0.0153. This indicates as returns on the market go up, New Jersey average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding New Jersey Tax Free will be expected to be much smaller as well. Additionally New Jersey Tax Free has an alpha of 0.0036, implying that it can generate a 0.003608 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   New Jersey Price Density   
       Price  

Predictive Modules for New Jersey

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as New Jersey Tax. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
11.3311.4411.55
Details
Intrinsic
Valuation
LowRealHigh
10.4110.5212.58
Details
Naive
Forecast
LowNextHigh
11.2911.4011.51
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
11.3511.4211.49
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as New Jersey. Your research has to be compared to or analyzed against New Jersey's peers to derive any actionable benefits. When done correctly, New Jersey's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in New Jersey Tax.

New Jersey Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. New Jersey is not an exception. The market had few large corrections towards the New Jersey's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold New Jersey Tax Free, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of New Jersey within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0
β
Beta against Dow Jones0.02
σ
Overall volatility
0.04
Ir
Information ratio -0.64

New Jersey Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of New Jersey for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for New Jersey Tax can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund maintains about 99.14% of its assets in bonds

New Jersey Fundamentals Growth

New Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of New Jersey, and New Jersey 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 New Mutual Fund performance.
Total Asset228.79 M

About New Jersey Performance

Evaluating New Jersey's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if New Jersey has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if New Jersey has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will invest so that, under normal market conditions, at least 80 percent of its net assets are invested in bonds that pay interest exempt from federal and New Jersey state income taxes, and at least 80 percent of the funds income is expected to be exempt from federal and New Jersey state income taxes. It is non-diversified.

Things to note about New Jersey Tax performance evaluation

Checking the ongoing alerts about New Jersey for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for New Jersey Tax help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains about 99.14% of its assets in bonds
Evaluating New Jersey's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate New Jersey's mutual fund performance include:
  • Analyzing New Jersey'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 New Jersey's stock is overvalued or undervalued compared to its peers.
  • Examining New Jersey'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 New Jersey's management team can have a significant impact on its success or failure. Reviewing the track record and experience of New Jersey's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of New Jersey's mutual fund. These opinions can provide insight into New Jersey's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating New Jersey's mutual fund performance is not an exact science, and many factors can impact New Jersey's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in New Mutual Fund

New Jersey financial ratios help investors to determine whether New 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 New with respect to the benefits of owning New Jersey security.
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios