Hawaiian Tax Free Trust Fund Manager Performance Evaluation
| HULAX Fund | USD 10.74 0.01 0.09% |
The fund retains a Market Volatility (i.e., Beta) of -0.002, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Hawaiian Tax-free are expected to decrease at a much lower rate. During the bear market, Hawaiian Tax-free is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Hawaiian Tax Free Trust are ranked lower than 20 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Hawaiian Tax-free 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 | 29th of July 2025 | |
| Expense Ratio | 0.9800 |
Hawaiian |
Hawaiian Tax-free Relative Risk vs. Return Landscape
If you would invest 1,058 in Hawaiian Tax Free Trust on November 30, 2025 and sell it today you would earn a total of 16.00 from holding Hawaiian Tax Free Trust or generate 1.51% return on investment over 90 days. Hawaiian Tax Free Trust is currently producing 0.0247% returns and takes up 0.0955% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Hawaiian, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Hawaiian Tax-free Current Valuation
Overvalued
Today
Please note that Hawaiian Tax-free's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Hawaiian Tax Free retains a regular Real Value of $9.86 per share. The prevalent price of the fund is $10.74. We determine the value of Hawaiian Tax Free 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 Hawaiian Tax-free is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Hawaiian Mutual Fund. However, Hawaiian Tax-free'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 10.74 | Real 9.86 | Hype 10.74 | Naive 10.74 |
The intrinsic value of Hawaiian Tax-free'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 Hawaiian Tax-free'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 Hawaiian Tax Free Trust helps investors to forecast how Hawaiian 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 Hawaiian Tax-free more accurately as focusing exclusively on Hawaiian Tax-free's fundamentals will not take into account other important factors: Hawaiian Tax-free Target Price Odds to finish over Current Price
The tendency of Hawaiian 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 |
| 10.74 | 90 days | 10.74 | about 1.7 |
Based on a normal probability distribution, the odds of Hawaiian Tax-free to move above the current price in 90 days from now is about 1.7 (This Hawaiian Tax Free Trust probability density function shows the probability of Hawaiian Mutual Fund to fall within a particular range of prices over 90 days) .
Hawaiian Tax-free Price Density |
| Price |
Predictive Modules for Hawaiian Tax-free
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Hawaiian Tax Free. 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.Hawaiian Tax-free Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Hawaiian Tax-free is not an exception. The market had few large corrections towards the Hawaiian Tax-free'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 Hawaiian Tax Free Trust, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Hawaiian Tax-free within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | -0.002 | |
σ | Overall volatility | 0.06 | |
Ir | Information ratio | -0.65 |
Hawaiian Tax-free 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 Hawaiian Tax-free for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Hawaiian Tax Free 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 retains most of the assets under management (AUM) in different types of exotic instruments. |
Hawaiian Tax-free Fundamentals Growth
Hawaiian Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Hawaiian Tax-free, and Hawaiian Tax-free 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 Hawaiian Mutual Fund performance.
| Total Asset | 338.37 M | ||||
About Hawaiian Tax-free Performance
Evaluating Hawaiian Tax-free's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Hawaiian Tax-free 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 Hawaiian Tax-free 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.
Under normal circumstances, at least 80 percent of the funds assets will be invested in municipal obligations that pay interest exempt, in the opinion of bond counsel, from Hawaii State and regular Federal income taxes. The fund is non-diversified.Things to note about Hawaiian Tax Free performance evaluation
Checking the ongoing alerts about Hawaiian Tax-free for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Hawaiian Tax Free help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Hawaiian Tax-free'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 Hawaiian Tax-free's stock is overvalued or undervalued compared to its peers.
- Examining Hawaiian Tax-free'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 Hawaiian Tax-free's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Hawaiian Tax-free's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Hawaiian Tax-free's mutual fund. These opinions can provide insight into Hawaiian Tax-free's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Hawaiian Mutual Fund
Hawaiian Tax-free financial ratios help investors to determine whether Hawaiian 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 Hawaiian with respect to the benefits of owning Hawaiian Tax-free security.
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