Pacific Capital Tax Free Fund Price on October 22, 2024
| PTXFX Fund | USD 9.68 0.02 0.21% |
Below is the normalized historical share price chart for Pacific Capital Tax Free extending back to May 16, 1997. 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 Pacific Capital stands at 9.68, as last reported on the 13th of December 2024, with the highest price reaching 9.68 and the lowest price hitting 9.68 during the day.
If you're considering investing in Pacific Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Pacific Mutual Fund to be very steady. Pacific Capital Tax maintains Sharpe Ratio (i.e., Efficiency) of 9.0E-4, which implies the entity had a 9.0E-4% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Pacific Capital Tax, which you can use to evaluate the volatility of the fund. Please check Pacific Capital's Risk Adjusted Performance of (0.03), coefficient of variation of 117391.91, and Semi Deviation of 0.1658 to confirm if the risk estimate we provide is consistent with the expected return of 1.0E-4%.
Pacific Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Pacific |
Sharpe Ratio = 9.0E-4
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| Negative Returns | PTXFX |
Estimated Market Risk
| 0.17 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pacific Capital is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pacific Capital by adding Pacific Capital to a well-diversified portfolio.
Pacific Capital Valuation on October 22, 2024
It is possible to determine the worth of Pacific Capital on a given historical date. On October 22, 2024 Pacific was worth 9.63 at the beginning of the trading date compared to the closed value of 9.63. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Pacific Capital mutual fund. Still, in general, we apply an absolute valuation method to find Pacific Capital's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Pacific Capital where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Pacific Capital's related companies.
| Open | High | Low | Close | Volume | |
| 9.65 | 9.65 | 9.65 | 9.65 | 1.00 | |
10/22/2024 | 9.63 | 9.63 | 9.63 | 9.63 | 1.00 |
| 9.58 | 9.58 | 9.58 | 9.58 | 1.00 |
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Pacific Capital Trading Date Momentum on October 22, 2024
| On October 23 2024 Pacific Capital Tax Free was traded for 9.58 at the closing time. The highest daily price throughout the period was 9.58 and the lowest price was 9.58 . There was no trading activity during the period 1.0. Lack of trading volume on 10/23/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.52% . The trading delta at closing time to current closing price is 0.31% . |
Pacific Capital Tax Fundamentals Correlations and Trends
By evaluating Pacific Capital's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Pacific Capital's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Pacific financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Pacific Capital Mutual Fund history
Pacific Capital investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Pacific is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Pacific Capital Tax will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Pacific Capital stock prices may prove useful in developing a viable investing in Pacific Capital
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in investment grade municipal obligations - debt securities that pay interest which, in the opinion of counsel to the issuer, is exempt from both federal income tax and the federal alternative minimum tax. It normally invests not less than 50 percent of its net assets in Hawaii municipal obligations. The fund is non-diversified.
Pacific Capital Mutual Fund Technical Analysis
Pacific Capital 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.
Price Boundaries
Pacific Capital Period Price Range
Low | December 13, 2024
| High |
0.00 | 0.00 |
Pacific Capital Tax Free cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Pacific Capital December 13, 2024 Market Strength
Market strength indicators help investors to evaluate how Pacific Capital mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Pacific Capital shares will generate the highest return on investment. By undertsting and applying Pacific Capital mutual fund market strength indicators, traders can identify Pacific Capital Tax Free entry and exit signals to maximize returns
Pacific Capital Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Pacific Capital's price direction in advance. Along with the technical and fundamental analysis of Pacific Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Pacific to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | (0.03) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.39) | |||
| Treynor Ratio | 0.1544 |
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Other Information on Investing in Pacific Mutual Fund
Pacific Capital financial ratios help investors to determine whether Pacific 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 Pacific with respect to the benefits of owning Pacific Capital security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Global Correlations Find global opportunities by holding instruments from different markets |