Viking Tax Free Fund Manager Performance Evaluation

VNDIX Fund  USD 8.93  0.01  0.11%   
The entity has a beta of 0.0156, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Viking Tax-free's returns are expected to increase less than the market. However, during the bear market, the loss of holding Viking Tax-free is expected to be smaller as well.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Viking Tax Free Fund are ranked lower than 25 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Viking 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 Date30th of November 2025
Expense Ratio0.7300
  

Viking Tax-free Relative Risk vs. Return Landscape

If you would invest  875.00  in Viking Tax Free Fund on November 17, 2025 and sell it today you would earn a total of  18.00  from holding Viking Tax Free Fund or generate 2.06% return on investment over 90 days. Viking Tax Free Fund is currently producing 0.0329% returns and takes up 0.1035% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Viking, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Viking Tax-free is expected to generate 3.06 times less return on investment than the market. But when comparing it to its historical volatility, the company is 7.38 times less risky than the market. It trades about 0.32 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.13 of returns per unit of risk over similar time horizon.

Viking Tax-free Current Valuation

Fairly Valued
Today
8.93
Please note that Viking Tax-free's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Viking Tax Free has a current Real Value of $8.91 per share. The regular price of the fund is $8.93. We determine the value of Viking Tax Free from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Viking Tax-free is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Viking Mutual Fund. However, Viking 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  8.93 Real  8.91 Hype  8.93
The intrinsic value of Viking 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 Viking 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.
8.91
Real Value
9.01
Upside
Estimating the potential upside or downside of Viking Tax Free Fund helps investors to forecast how Viking 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 Viking Tax-free more accurately as focusing exclusively on Viking Tax-free's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
8.838.939.03
Details
Below is the normalized historical share price chart for Viking Tax Free Fund extending back to August 01, 2016. 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 Viking Tax-free stands at 8.93, as last reported on the 15th of February 2026, with the highest price reaching 8.93 and the lowest price hitting 8.93 during the day.
 
Covid
 
Interest Hikes

Viking Tax-free Target Price Odds to finish over Current Price

The tendency of Viking 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 PriceHorizonTarget PriceOdds to move above the current price in 90 days
 8.93 90 days 8.93 
about 1.7
Based on a normal probability distribution, the odds of Viking Tax-free to move above the current price in 90 days from now is about 1.7 (This Viking Tax Free Fund probability density function shows the probability of Viking Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Viking Tax-free has a beta of 0.0156. This entails as returns on the market go up, Viking Tax-free average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Viking Tax Free Fund will be expected to be much smaller as well. Additionally Viking Tax Free Fund has an alpha of 0.02, implying that it can generate a 0.02 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Viking Tax-free Price Density   
       Price  

Predictive Modules for Viking 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 Viking 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.
Hype
Prediction
LowEstimatedHigh
8.838.939.03
Details
Intrinsic
Valuation
LowRealHigh
8.818.919.01
Details

Viking Tax-free Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Viking Tax-free is not an exception. The market had few large corrections towards the Viking 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 Viking Tax Free Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Viking Tax-free within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.02
β
Beta against Dow Jones0.02
σ
Overall volatility
0.06
Ir
Information ratio -0.39

Viking 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 Viking Tax-free for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Viking 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 generated five year return of 0.0%
Viking Tax Free keeps all of the net assets in exotic instruments

Viking Tax-free Fundamentals Growth

Viking Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Viking Tax-free, and Viking 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 Viking Mutual Fund performance.

About Viking Tax-free Performance

Evaluating Viking Tax-free's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Viking 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 Viking 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.
To pursue its objective, the fund normally invests at least 80 percent of its net assets in municipal securities that pay interest free from federal income taxes, including the federal alternative minimum tax, and North Dakota personal income taxes. It is non-diversified.

Things to note about Viking Tax Free performance evaluation

Checking the ongoing alerts about Viking Tax-free for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Viking 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 generated five year return of 0.0%
Viking Tax Free keeps all of the net assets in exotic instruments
Evaluating Viking Tax-free's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Viking Tax-free's mutual fund performance include:
  • Analyzing Viking 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 Viking Tax-free's stock is overvalued or undervalued compared to its peers.
  • Examining Viking 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 Viking Tax-free's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Viking Tax-free's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Viking Tax-free's mutual fund. These opinions can provide insight into Viking Tax-free's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Viking Tax-free's mutual fund performance is not an exact science, and many factors can impact Viking Tax-free's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Viking Mutual Fund

Viking Tax-free financial ratios help investors to determine whether Viking 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 Viking with respect to the benefits of owning Viking Tax-free security.
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