Tax Exempt Intermediate Term Fund Market Value
| UTEIX Fund | USD 12.67 0.01 0.08% |
| Symbol | Tax |
Tax Exempt 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Tax Exempt's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Tax Exempt.
| 11/05/2025 |
| 02/03/2026 |
If you would invest 0.00 in Tax Exempt on November 5, 2025 and sell it all today you would earn a total of 0.00 from holding Tax Exempt Intermediate Term or generate 0.0% return on investment in Tax Exempt over 90 days. Tax Exempt is related to or competes with Rbc Bluebay, Nuveen Connecticut, Dodge Cox, Flexible Bond, Federated Muni, Limited Term, and Vanguard California. The fund invests primarily in investment-grade securities, the interest from which is excludable from gross income for f... More
Tax Exempt Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Tax Exempt's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Tax Exempt Intermediate Term upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1306 | |||
| Information Ratio | (0.44) | |||
| Maximum Drawdown | 0.6339 | |||
| Value At Risk | (0.08) | |||
| Potential Upside | 0.2385 |
Tax Exempt Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tax Exempt's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Tax Exempt's standard deviation. In reality, there are many statistical measures that can use Tax Exempt historical prices to predict the future Tax Exempt's volatility.| Risk Adjusted Performance | 0.0451 | |||
| Jensen Alpha | 0.0048 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.32) | |||
| Treynor Ratio | (0.65) |
Tax Exempt February 3, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0451 | |||
| Market Risk Adjusted Performance | (0.64) | |||
| Mean Deviation | 0.0599 | |||
| Downside Deviation | 0.1306 | |||
| Coefficient Of Variation | 645.03 | |||
| Standard Deviation | 0.0933 | |||
| Variance | 0.0087 | |||
| Information Ratio | (0.44) | |||
| Jensen Alpha | 0.0048 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.32) | |||
| Treynor Ratio | (0.65) | |||
| Maximum Drawdown | 0.6339 | |||
| Value At Risk | (0.08) | |||
| Potential Upside | 0.2385 | |||
| Downside Variance | 0.0171 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.13) | |||
| Skewness | 0.421 | |||
| Kurtosis | 3.7 |
Tax Exempt Intermediate Backtested Returns
At this stage we consider Tax Mutual Fund to be out of control. Tax Exempt Intermediate owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.16, which indicates the fund had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Tax Exempt Intermediate Term, which you can use to evaluate the volatility of the fund. Please validate Tax Exempt's Risk Adjusted Performance of 0.0451, downside deviation of 0.1306, and Standard Deviation of 0.0933 to confirm if the risk estimate we provide is consistent with the expected return of 0.0146%. The entity has a beta of -0.0069, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Tax Exempt are expected to decrease at a much lower rate. During the bear market, Tax Exempt is likely to outperform the market.
Auto-correlation | -0.16 |
Insignificant reverse predictability
Tax Exempt Intermediate Term has insignificant reverse predictability. Overlapping area represents the amount of predictability between Tax Exempt time series from 5th of November 2025 to 20th of December 2025 and 20th of December 2025 to 3rd of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Tax Exempt Intermediate price movement. The serial correlation of -0.16 indicates that over 16.0% of current Tax Exempt price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.16 | |
| Spearman Rank Test | 0.33 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Tax Mutual Fund
Tax Exempt 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 Exempt security.
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