Simt Tax Managed Smallmid Fund Price History
STMSX Fund | USD 30.25 0.10 0.33% |
Below is the normalized historical share price chart for Simt Tax Managed Smallmid extending back to December 01, 2000. 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 30.25, as last reported on the 27th of November, with the highest price reaching 30.25 and the lowest price hitting 30.25 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 0.13, which indicates the fund had a 0.13% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Simt Tax Managed Smallmid, which you can use to evaluate the volatility of the fund. Please validate Simt Tax-managed's Coefficient Of Variation of 818.24, risk adjusted performance of 0.0972, and Semi Deviation of 0.8319 to confirm if the risk estimate we provide is consistent with the expected return of 0.16%.
Simt Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Simt |
Sharpe Ratio = 0.1283
Best Portfolio | Best Equity | |||
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Simt Tax-managed is performing at about 10% 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 Mutual Fund Price History Chart
There are several ways to analyze Simt Tax Managed Smallmid Fund price data. The simplest method is using a basic Simt candlestick price chart, which shows Simt Tax-managed price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | November 25, 2024 | 30.35 |
Lowest Price | September 6, 2024 | 26.1 |
Simt Tax-managed November 27, 2024 Mutual Fund Price Synopsis
Various analyses of Simt Tax-managed's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Simt Mutual Fund. It can be used to describe the percentage change in the price of Simt Tax-managed from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Simt Mutual Fund.Simt Tax-managed Price Action Indicator | (0.05) | |
Simt Tax-managed Price Rate Of Daily Change | 1.00 |
Simt Tax-managed November 27, 2024 Mutual Fund Price Analysis
Simt Mutual Fund Price History Data
The price series of Simt Tax-managed for the period between Thu, Aug 29, 2024 and Wed, Nov 27, 2024 has a statistical range of 4.25 with a coefficient of variation of 3.71. The price distribution for the period has arithmetic mean of 27.93. The median price for the last 90 days is 27.66. The company had dividends distributed to its stock-holders on 04/06/2020.Open | High | Low | Close | Volume | ||
11/27/2024 | 30.25 | 30.25 | 30.25 | 30.25 | ||
11/26/2024 | 30.25 | 30.25 | 30.25 | 30.25 | 1.00 | |
11/25/2024 | 30.35 | 30.35 | 30.35 | 30.35 | 1.00 | |
11/22/2024 | 29.94 | 29.94 | 29.94 | 29.94 | 1.00 | |
11/21/2024 | 29.49 | 29.49 | 29.49 | 29.49 | 1.00 | |
11/20/2024 | 29.02 | 29.02 | 29.02 | 29.02 | 1.00 | |
11/19/2024 | 28.99 | 28.99 | 28.99 | 28.99 | 1.00 | |
11/18/2024 | 28.89 | 28.89 | 28.89 | 28.89 | 1.00 | |
11/15/2024 | 28.84 | 28.84 | 28.84 | 28.84 | 1.00 | |
11/14/2024 | 29.14 | 29.14 | 29.14 | 29.14 | 1.00 | |
11/13/2024 | 29.57 | 29.57 | 29.57 | 29.57 | 1.00 | |
11/12/2024 | 29.73 | 29.73 | 29.73 | 29.73 | 1.00 | |
11/11/2024 | 30.12 | 30.12 | 30.12 | 30.12 | 1.00 | |
11/08/2024 | 29.77 | 29.77 | 29.77 | 29.77 | 1.00 | |
11/07/2024 | 29.49 | 29.49 | 29.49 | 29.49 | 1.00 | |
11/06/2024 | 29.66 | 29.66 | 29.66 | 29.66 | 1.00 | |
11/05/2024 | 27.99 | 27.99 | 27.99 | 27.99 | 1.00 | |
11/04/2024 | 27.54 | 27.54 | 27.54 | 27.54 | 1.00 | |
11/01/2024 | 27.49 | 27.49 | 27.49 | 27.49 | 1.00 | |
10/31/2024 | 27.41 | 27.41 | 27.41 | 27.41 | 1.00 | |
10/30/2024 | 27.89 | 27.89 | 27.89 | 27.89 | 1.00 | |
10/29/2024 | 27.87 | 27.87 | 27.87 | 27.87 | 1.00 | |
10/28/2024 | 27.88 | 27.88 | 27.88 | 27.88 | 1.00 | |
10/25/2024 | 27.52 | 27.52 | 27.52 | 27.52 | 1.00 | |
10/24/2024 | 27.68 | 27.68 | 27.68 | 27.68 | 1.00 | |
10/23/2024 | 27.63 | 27.63 | 27.63 | 27.63 | 1.00 | |
10/22/2024 | 27.80 | 27.80 | 27.80 | 27.80 | 1.00 | |
10/21/2024 | 27.93 | 27.93 | 27.93 | 27.93 | 1.00 | |
10/18/2024 | 28.33 | 28.33 | 28.33 | 28.33 | 1.00 | |
10/17/2024 | 28.42 | 28.42 | 28.42 | 28.42 | 1.00 | |
10/16/2024 | 28.40 | 28.40 | 28.40 | 28.40 | 1.00 | |
10/15/2024 | 28.07 | 28.07 | 28.07 | 28.07 | 1.00 | |
10/14/2024 | 28.13 | 28.13 | 28.13 | 28.13 | 1.00 | |
10/11/2024 | 27.99 | 27.99 | 27.99 | 27.99 | 1.00 | |
10/10/2024 | 27.50 | 27.50 | 27.50 | 27.50 | 1.00 | |
10/09/2024 | 27.66 | 27.66 | 27.66 | 27.66 | 1.00 | |
10/08/2024 | 27.52 | 27.52 | 27.52 | 27.52 | 1.00 | |
10/07/2024 | 27.46 | 27.46 | 27.46 | 27.46 | 1.00 | |
10/04/2024 | 27.71 | 27.71 | 27.71 | 27.71 | 1.00 | |
10/03/2024 | 27.32 | 27.32 | 27.32 | 27.32 | 1.00 | |
10/02/2024 | 27.47 | 27.47 | 27.47 | 27.47 | 1.00 | |
10/01/2024 | 27.50 | 27.50 | 27.50 | 27.50 | 1.00 | |
09/30/2024 | 27.79 | 27.79 | 27.79 | 27.79 | 1.00 | |
09/27/2024 | 27.66 | 27.66 | 27.66 | 27.66 | 1.00 | |
09/26/2024 | 27.57 | 27.57 | 27.57 | 27.57 | 1.00 | |
09/25/2024 | 27.34 | 27.34 | 27.34 | 27.34 | 1.00 | |
09/24/2024 | 27.63 | 27.63 | 27.63 | 27.63 | 1.00 | |
09/23/2024 | 27.62 | 27.62 | 27.62 | 27.62 | 1.00 | |
09/20/2024 | 27.58 | 27.58 | 27.58 | 27.58 | 1.00 | |
09/19/2024 | 27.84 | 27.84 | 27.84 | 27.84 | 1.00 | |
09/18/2024 | 27.26 | 27.26 | 27.26 | 27.26 | 1.00 | |
09/17/2024 | 27.22 | 27.22 | 27.22 | 27.22 | 1.00 | |
09/16/2024 | 27.04 | 27.04 | 27.04 | 27.04 | 1.00 | |
09/13/2024 | 26.91 | 26.91 | 26.91 | 26.91 | 1.00 | |
09/12/2024 | 26.42 | 26.42 | 26.42 | 26.42 | 1.00 | |
09/11/2024 | 26.16 | 26.16 | 26.16 | 26.16 | 1.00 | |
09/10/2024 | 26.13 | 26.13 | 26.13 | 26.13 | 1.00 | |
09/09/2024 | 26.21 | 26.21 | 26.21 | 26.21 | 1.00 | |
09/06/2024 | 26.10 | 26.10 | 26.10 | 26.10 | 1.00 | |
09/05/2024 | 26.61 | 26.61 | 26.61 | 26.61 | 1.00 | |
09/04/2024 | 26.81 | 26.81 | 26.81 | 26.81 | 1.00 |
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
The fund will invest at least 80 percent of its net assets in equity securities of small and medium capitalization companies. The funds investments in equity securities may include common and preferred stocks, warrants and, to a lesser extent, REITs, ETFs and securities of large capitalization companies.
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.
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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 | 0.0972 | |||
Jensen Alpha | (0.04) | |||
Total Risk Alpha | (0.05) | |||
Sortino Ratio | 0.0178 | |||
Treynor Ratio | 0.0956 |
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 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.
Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
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Insider Screener Find insiders across different sectors to evaluate their impact on performance |