Robinson Tax Advantaged Fund Key Fundamental Indicators
| ROBCX Fund | USD 8.88 0.01 0.11% |
As of the 1st of March, Robinson Tax holds the Risk Adjusted Performance of 0.1623, standard deviation of 0.2396, and Downside Deviation of 0.25. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Robinson Tax, as well as the relationship between them.
Robinson Tax's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Robinson Tax's valuation are provided below:Robinson Tax Advantaged does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Robinson |
Robinson Tax '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 Robinson Tax'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 Robinson Tax.
| 12/01/2025 |
| 03/01/2026 |
If you would invest 0.00 in Robinson Tax on December 1, 2025 and sell it all today you would earn a total of 0.00 from holding Robinson Tax Advantaged or generate 0.0% return on investment in Robinson Tax over 90 days. Robinson Tax is related to or competes with Braddock Multi-strategy, Braddock Multi-strategy, Robinson Opportunistic, Robinson Opportunistic, and Robinson Opportunistic. Under normal market conditions, the fund pursues its investment objective by investing primarily in closed-end registere... More
Robinson Tax 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 Robinson Tax'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 Robinson Tax Advantaged upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.25 | |||
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 1.15 | |||
| Value At Risk | (0.34) | |||
| Potential Upside | 0.4651 |
Robinson Tax Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Robinson Tax's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Robinson Tax's standard deviation. In reality, there are many statistical measures that can use Robinson Tax historical prices to predict the future Robinson Tax's volatility.| Risk Adjusted Performance | 0.1623 | |||
| Jensen Alpha | 0.0482 | |||
| Total Risk Alpha | 0.0227 | |||
| Sortino Ratio | (0.13) | |||
| Treynor Ratio | (6.72) |
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 March 1, 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 | 0.1623 | |||
| Market Risk Adjusted Performance | (6.71) | |||
| Mean Deviation | 0.1822 | |||
| Downside Deviation | 0.25 | |||
| Coefficient Of Variation | 415.38 | |||
| Standard Deviation | 0.2396 | |||
| Variance | 0.0574 | |||
| Information Ratio | (0.13) | |||
| Jensen Alpha | 0.0482 | |||
| Total Risk Alpha | 0.0227 | |||
| Sortino Ratio | (0.13) | |||
| Treynor Ratio | (6.72) | |||
| Maximum Drawdown | 1.15 | |||
| Value At Risk | (0.34) | |||
| Potential Upside | 0.4651 | |||
| Downside Variance | 0.0625 | |||
| Semi Variance | (0.03) | |||
| Expected Short fall | (0.28) | |||
| Skewness | 0.5452 | |||
| Kurtosis | 0.5264 |
Robinson Tax Advantaged Backtested Returns
At this stage we consider Robinson Mutual Fund to be very steady. Robinson Tax Advantaged maintains Sharpe Ratio (i.e., Efficiency) of 0.22, which implies the entity had a 0.22 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Robinson Tax Advantaged, which you can use to evaluate the volatility of the fund. Please check Robinson Tax's Risk Adjusted Performance of 0.1623, standard deviation of 0.2396, and Downside Deviation of 0.25 to confirm if the risk estimate we provide is consistent with the expected return of 0.0539%. The fund holds a Beta of -0.0071, 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.
Auto-correlation | 0.23 |
Weak predictability
Robinson Tax Advantaged has weak predictability. Overlapping area represents the amount of predictability between Robinson Tax time series from 1st of December 2025 to 15th of January 2026 and 15th of January 2026 to 1st of March 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 Robinson Tax Advantaged price movement. The serial correlation of 0.23 indicates that over 23.0% of current Robinson Tax price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.23 | |
| Spearman Rank Test | 0.44 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Robinson Tax Advantaged has an Annual Yield of 0.036%. This is much higher than that of the Liberty Street family and significantly higher than that of the Muni National Long category. The annual yield for all United States funds is notably lower than that of the firm.
Robinson Tax Advantaged Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Robinson Tax's current stock value. Our valuation model uses many indicators to compare Robinson Tax value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Robinson Tax competition to find correlations between indicators driving Robinson Tax's intrinsic value. More Info.Robinson Tax Advantaged is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 68.77 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Robinson Tax's earnings, one of the primary drivers of an investment's value.Robinson Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Robinson Tax's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Robinson Tax could also be used in its relative valuation, which is a method of valuing Robinson Tax by comparing valuation metrics of similar companies.Robinson Tax is currently under evaluation in annual yield among similar funds.
Robinson Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Robinson Tax's current stock value. Our valuation model uses many indicators to compare Robinson Tax value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Robinson Tax competition to find correlations between indicators driving Robinson Tax's intrinsic value. More Info.Robinson Tax Advantaged is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 68.77 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Robinson Tax's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Robinson Tax
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks and bonds.Asset allocation divides Robinson Tax's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Robinson Fundamentals
| Total Asset | 1.35 M | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 2.48 % | ||||
| One Year Return | 2.57 % | ||||
| Three Year Return | 5.31 % | ||||
| Five Year Return | 2.34 % | ||||
| Net Asset | 244.28 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | (1.41) % | ||||
| Equity Positions Weight | 0.46 % | ||||
| Bond Positions Weight | 4.31 % |
About Robinson Tax Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Robinson Tax Advantaged's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Robinson Tax using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Robinson Tax Advantaged based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |