Tax Managed Mid Small Fund Technical Analysis
| RTOUX Fund | USD 47.45 1.28 2.77% |
As of the 7th of February, Tax-managed has the Risk Adjusted Performance of 0.133, coefficient of variation of 616.29, and Semi Deviation of 0.7206. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Tax Managed Mid, as well as the relationship between them.
Tax-managed Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Tax-managed, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to Tax-managedTax-managed |
Tax-managed 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Tax-managed's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Tax-managed.
| 11/09/2025 |
| 02/07/2026 |
If you would invest 0.00 in Tax-managed on November 9, 2025 and sell it all today you would earn a total of 0.00 from holding Tax Managed Mid Small or generate 0.0% return on investment in Tax-managed over 90 days. Tax-managed is related to or competes with T Rowe, Saat Moderate, T Rowe, T Rowe, and Jp Morgan. The fund has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net... More
Tax-managed Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Tax-managed's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Tax Managed Mid Small upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9833 | |||
| Information Ratio | 0.0759 | |||
| Maximum Drawdown | 4.39 | |||
| Value At Risk | (1.43) | |||
| Potential Upside | 2.08 |
Tax-managed Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tax-managed's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Tax-managed's standard deviation. In reality, there are many statistical measures that can use Tax-managed historical prices to predict the future Tax-managed's volatility.| Risk Adjusted Performance | 0.133 | |||
| Jensen Alpha | 0.0719 | |||
| Total Risk Alpha | 0.0558 | |||
| Sortino Ratio | 0.0801 | |||
| Treynor Ratio | 0.1459 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Tax-managed'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.
Tax-managed February 7, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.133 | |||
| Market Risk Adjusted Performance | 0.1559 | |||
| Mean Deviation | 0.7904 | |||
| Semi Deviation | 0.7206 | |||
| Downside Deviation | 0.9833 | |||
| Coefficient Of Variation | 616.29 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 | |||
| Information Ratio | 0.0759 | |||
| Jensen Alpha | 0.0719 | |||
| Total Risk Alpha | 0.0558 | |||
| Sortino Ratio | 0.0801 | |||
| Treynor Ratio | 0.1459 | |||
| Maximum Drawdown | 4.39 | |||
| Value At Risk | (1.43) | |||
| Potential Upside | 2.08 | |||
| Downside Variance | 0.9668 | |||
| Semi Variance | 0.5193 | |||
| Expected Short fall | (0.84) | |||
| Skewness | 0.3351 | |||
| Kurtosis | 0.2108 |
Tax Managed Mid Backtested Returns
At this stage we consider Tax-managed Mutual Fund to be very steady. Tax Managed Mid owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.18, which indicates the fund had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Tax Managed Mid Small, which you can use to evaluate the volatility of the fund. Please validate Tax-managed's Risk Adjusted Performance of 0.133, semi deviation of 0.7206, and Coefficient Of Variation of 616.29 to confirm if the risk estimate we provide is consistent with the expected return of 0.18%. The entity has a beta of 1.09, which indicates a somewhat significant risk relative to the market. Tax-managed returns are very sensitive to returns on the market. As the market goes up or down, Tax-managed is expected to follow.
Auto-correlation | 0.75 |
Good predictability
Tax Managed Mid Small has good predictability. Overlapping area represents the amount of predictability between Tax-managed time series from 9th of November 2025 to 24th of December 2025 and 24th of December 2025 to 7th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Tax Managed Mid price movement. The serial correlation of 0.75 indicates that around 75.0% of current Tax-managed price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.75 | |
| Spearman Rank Test | 0.75 | |
| Residual Average | 0.0 | |
| Price Variance | 0.94 |
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.
Tax Managed Mid Technical Analysis
The output start index for this execution was fifty with a total number of output elements of eleven. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Tax Managed Mid volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Tax-managed Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Tax Managed Mid Small on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Tax Managed Mid Small based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Tax Managed Mid price pattern first instead of the macroeconomic environment surrounding Tax Managed Mid. By analyzing Tax-managed's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Tax-managed's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Tax-managed specific price patterns or momentum indicators. Please read more on our technical analysis page.
Tax-managed February 7, 2026 Technical Indicators
Most technical analysis of Tax-managed help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Tax-managed from various momentum indicators to cycle indicators. When you analyze Tax-managed charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.133 | |||
| Market Risk Adjusted Performance | 0.1559 | |||
| Mean Deviation | 0.7904 | |||
| Semi Deviation | 0.7206 | |||
| Downside Deviation | 0.9833 | |||
| Coefficient Of Variation | 616.29 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 | |||
| Information Ratio | 0.0759 | |||
| Jensen Alpha | 0.0719 | |||
| Total Risk Alpha | 0.0558 | |||
| Sortino Ratio | 0.0801 | |||
| Treynor Ratio | 0.1459 | |||
| Maximum Drawdown | 4.39 | |||
| Value At Risk | (1.43) | |||
| Potential Upside | 2.08 | |||
| Downside Variance | 0.9668 | |||
| Semi Variance | 0.5193 | |||
| Expected Short fall | (0.84) | |||
| Skewness | 0.3351 | |||
| Kurtosis | 0.2108 |
Tax Managed Mid One Year Return
Based on the recorded statements, Tax Managed Mid Small has an One Year Return of 7.8484%. This is 1068.94% lower than that of the Russell family and significantly higher than that of the Small Blend category. The one year return for all United States funds is notably lower than that of the firm.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.Tax-managed February 7, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Tax-managed stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | Huge | ||
| Rate Of Daily Change | 1.03 | ||
| Day Median Price | 47.45 | ||
| Day Typical Price | 47.45 | ||
| Price Action Indicator | 0.64 |
Other Information on Investing in Tax-managed Mutual Fund
Tax-managed financial ratios help investors to determine whether Tax-managed 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 Tax-managed with respect to the benefits of owning Tax-managed security.
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