Robinson Tax Advantaged Fund Manager Performance Evaluation
| ROBCX Fund | USD 8.87 0.03 0.34% |
The fund holds a Beta of -0.0365, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Robinson Tax are expected to decrease at a much lower rate. During the bear market, Robinson Tax is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Robinson Tax Advantaged are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Robinson Tax is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 3.9200 |
Robinson |
Robinson Tax Relative Risk vs. Return Landscape
If you would invest 857.00 in Robinson Tax Advantaged on November 23, 2025 and sell it today you would earn a total of 30.00 from holding Robinson Tax Advantaged or generate 3.5% return on investment over 90 days. Robinson Tax Advantaged is currently producing 0.0576% returns and takes up 0.2395% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Robinson, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Robinson Tax Current Valuation
Overvalued
Today
Please note that Robinson Tax's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Robinson Tax Advantaged holds a recent Real Value of $8.28 per share. The prevailing price of the fund is $8.87. We determine the value of Robinson Tax Advantaged from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support 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 Robinson Tax is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Robinson Mutual Fund. However, Robinson Tax'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 8.87 | Real 8.28 | Hype 10.29 | Naive 8.89 |
The intrinsic value of Robinson Tax'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 Robinson Tax'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 Robinson Tax Advantaged helps investors to forecast how Robinson 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 Robinson Tax more accurately as focusing exclusively on Robinson Tax's fundamentals will not take into account other important factors: Robinson Tax Target Price Odds to finish over Current Price
The tendency of Robinson 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 |
| 8.87 | 90 days | 8.87 | about 10.16 |
Based on a normal probability distribution, the odds of Robinson Tax to move above the current price in 90 days from now is about 10.16 (This Robinson Tax Advantaged probability density function shows the probability of Robinson Mutual Fund to fall within a particular range of prices over 90 days) .
Robinson Tax Price Density |
| Price |
Predictive Modules for Robinson Tax
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Robinson Tax Advantaged. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Robinson Tax's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Robinson Tax Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Robinson Tax is not an exception. The market had few large corrections towards the Robinson Tax'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 Robinson Tax Advantaged, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Robinson Tax within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | -0.04 | |
σ | Overall volatility | 0.11 | |
Ir | Information ratio | -0.16 |
Robinson Tax 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 Robinson Tax for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Robinson Tax Advantaged can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: 3 Mid-Cap Blend Mutual Funds for Impressive Returns - zacks.com | |
| The fund maintains most of the assets in different exotic instruments. |
Robinson Tax Fundamentals Growth
Robinson Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Robinson Tax, and Robinson Tax 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 Robinson Mutual Fund performance.
| Total Asset | 1.35 M | ||||
About Robinson Tax Performance
Evaluating Robinson Tax's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Robinson Tax 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 Robinson Tax 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 market conditions, the fund pursues its investment objective by investing primarily in closed-end registered investment companies that invest primarily in municipal bonds. The CEFs, Mutual Funds and ETFs in which the fund invests primarily in investment grade municipal bonds, with an average rating of at least Baa3 or higher by Moodys or BBB- or higher by Standard Poors or Fitch Ratings.Things to note about Robinson Tax Advantaged performance evaluation
Checking the ongoing alerts about Robinson Tax for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Robinson Tax Advantaged help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: 3 Mid-Cap Blend Mutual Funds for Impressive Returns - zacks.com | |
| The fund maintains most of the assets in different exotic instruments. |
- Analyzing Robinson Tax'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 Robinson Tax's stock is overvalued or undervalued compared to its peers.
- Examining Robinson Tax'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 Robinson Tax's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Robinson Tax's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Robinson Tax's mutual fund. These opinions can provide insight into Robinson Tax's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Robinson Mutual Fund
Robinson Tax financial ratios help investors to determine whether Robinson 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 Robinson with respect to the benefits of owning Robinson Tax security.
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