Simt Tax Managed Smallmid Fund Price on June 2, 2023
| STMPX Fund | USD 29.33 0.17 0.58% |
Below is the normalized historical share price chart for Simt Tax Managed Smallmid extending back to December 31, 2014. 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 Simt Tax stands at 29.33, as last reported on the 16th of December 2024, with the highest price reaching 29.33 and the lowest price hitting 29.33 during the day.
If you're considering investing in Simt Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Simt Mutual Fund to be very steady. Simt Tax Managed owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.11, which indicates the fund had a 0.11% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Simt Tax Managed Smallmid, which you can use to evaluate the volatility of the fund. Please validate Simt Tax's Coefficient Of Variation of 703.55, risk adjusted performance of 0.1067, and Semi Deviation of 0.624 to confirm if the risk estimate we provide is consistent with the expected return of 0.12%.
Simt Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Simt |
Sharpe Ratio = 0.1061
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Estimated Market Risk
| 1.14 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Simt Tax is performing at about 8% of its full potential. 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 Simt Tax by adding it to a well-diversified portfolio.
Simt Tax Valuation on June 2, 2023
It is possible to determine the worth of Simt Tax on a given historical date. On June 2, 2023 Simt was worth 22.58 at the beginning of the trading date compared to the closed value of 22.58. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Simt Tax mutual fund. Still, in general, we apply an absolute valuation method to find Simt Tax'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 Simt Tax where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Simt Tax's related companies.
| Open | High | Low | Close | Volume | |
| 21.88 | 21.88 | 21.88 | 21.88 | 1.00 | |
06/02/2023 | 22.58 | 22.58 | 22.58 | 22.58 | 1.00 |
| 22.33 | 22.33 | 22.33 | 22.33 | 1.00 |
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Simt Tax Trading Date Momentum on June 2, 2023
| On June 05 2023 Simt Tax Managed Smallmid was traded for 22.33 at the closing time. The highest daily price throughout the period was 22.33 and the lowest price was 22.33 . There was no trading activity during the period 1.0. Lack of trading volume on 06/05/2023 added to the next day price reduction. The trading price change to closing price of the next trading day was 1.11% . The trading price change to current closing price is 2.30% . |
Simt Tax Managed Fundamentals Correlations and Trends
By evaluating Simt Tax'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 Simt Tax's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Simt financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Simt Tax Mutual Fund history
Simt Tax 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 Simt is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Simt Tax Managed 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 Simt Tax stock prices may prove useful in developing a viable investing in Simt Tax
The fund will invest at least 80 percent of its net assets in equity securities of small and medium capitalization companies. The funds investments in equity securities may include common and preferred stocks, warrants and, to a lesser extent, REITs, ETFs and securities of large capitalization companies.
Simt Tax Mutual Fund Technical Analysis
Simt Tax 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
Simt Tax Period Price Range
Low | December 16, 2024
| High |
0.00 | 0.00 |
Simt Tax Managed Smallmid 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.
Simt Tax December 16, 2024 Market Strength
Market strength indicators help investors to evaluate how Simt Tax 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 Simt Tax shares will generate the highest return on investment. By undertsting and applying Simt Tax mutual fund market strength indicators, traders can identify Simt Tax Managed Smallmid entry and exit signals to maximize returns
Simt Tax Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Simt Tax's price direction in advance. Along with the technical and fundamental analysis of Simt Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Simt 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 | 0.1067 | |||
| Jensen Alpha | 0.0241 | |||
| Total Risk Alpha | 0.0105 | |||
| Sortino Ratio | 0.0733 | |||
| Treynor Ratio | 0.1069 |
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Other Information on Investing in Simt Mutual Fund
Simt Tax financial ratios help investors to determine whether Simt 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 Simt with respect to the benefits of owning Simt Tax security.
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