Intermediate Term Tax Free Bond Fund Manager Performance Evaluation
| AXBIX Fund | USD 10.92 0.02 0.18% |
The fund retains a Market Volatility (i.e., Beta) of -0.0056, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Intermediate-term are expected to decrease at a much lower rate. During the bear market, Intermediate-term is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Intermediate Term Tax Free Bond are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Intermediate-term is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 1st of October 2025 | |
| Expense Ratio | 0.2600 |
Intermediate-term |
Intermediate-term Relative Risk vs. Return Landscape
If you would invest 1,077 in Intermediate Term Tax Free Bond on November 8, 2025 and sell it today you would earn a total of 15.00 from holding Intermediate Term Tax Free Bond or generate 1.39% return on investment over 90 days. Intermediate Term Tax Free Bond is currently producing 0.0231% returns and takes up 0.0895% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Intermediate-term, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Intermediate-term Current Valuation
Overvalued
Today
Please note that Intermediate-term's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Intermediate Term Tax retains a regular Real Value of $10.03 per share. The prevalent price of the fund is $10.92. We determine the value of Intermediate Term Tax from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Intermediate-term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Intermediate-term Mutual Fund. However, Intermediate-term'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 10.92 | Real 10.03 | Hype 10.92 | Naive 10.91 |
The intrinsic value of Intermediate-term'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 Intermediate-term'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.
Estimating the potential upside or downside of Intermediate Term Tax Free Bond helps investors to forecast how Intermediate-term 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 Intermediate-term more accurately as focusing exclusively on Intermediate-term's fundamentals will not take into account other important factors: Intermediate-term Target Price Odds to finish over Current Price
The tendency of Intermediate-term 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.92 | 90 days | 10.92 | about 1.17 |
Based on a normal probability distribution, the odds of Intermediate-term to move above the current price in 90 days from now is about 1.17 (This Intermediate Term Tax Free Bond probability density function shows the probability of Intermediate-term Mutual Fund to fall within a particular range of prices over 90 days) .
Intermediate-term Price Density |
| Price |
Predictive Modules for Intermediate-term
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Intermediate Term 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.Intermediate-term Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Intermediate-term is not an exception. The market had few large corrections towards the Intermediate-term'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 Intermediate Term Tax Free Bond, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Intermediate-term within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | -0.0056 | |
σ | Overall volatility | 0.05 | |
Ir | Information ratio | -0.27 |
Intermediate-term 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 Intermediate-term for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Intermediate Term 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 holds most of the assets under management (AUM) in different types of exotic instruments. |
Intermediate-term Fundamentals Growth
Intermediate-term Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Intermediate-term, and Intermediate-term 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 Intermediate-term Mutual Fund performance.
| Total Asset | 1.71 B | ||||
About Intermediate-term Performance
Evaluating Intermediate-term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Intermediate-term 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 Intermediate-term 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 primarily invests in investment-grade debt securities and, under normal market conditions, will invest at least 80 percent of its net assets in debt securities with interest payments exempt from federal income tax. The funds weighted average maturity will be not less than three years nor more than ten years. However, there is no maturity limit on individual securities. The portfolio managers also may buy investment-grade debt securities with interest payments exempt from regular federal income tax, but not exempt from the federal alternative minimum tax.Things to note about Intermediate Term Tax performance evaluation
Checking the ongoing alerts about Intermediate-term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Intermediate Term 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 holds most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Intermediate-term'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 Intermediate-term's stock is overvalued or undervalued compared to its peers.
- Examining Intermediate-term'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 Intermediate-term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Intermediate-term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Intermediate-term's mutual fund. These opinions can provide insight into Intermediate-term's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Intermediate-term Mutual Fund
Intermediate-term financial ratios help investors to determine whether Intermediate-term 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 Intermediate-term with respect to the benefits of owning Intermediate-term security.
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