Hawaiian Tax Free Trust Fund Quote
| HULCX Fund | USD 10.38 0.01 0.1% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Hawaiian Tax-free is trading at 10.38 as of the 5th of June 2024; that is -0.1 percent down since the beginning of the trading day. The fund's open price was 10.39. Hawaiian Tax-free has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Hawaiian Tax Free Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of March 2024 and ending today, the 5th of June 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds assets will be invested in municipal obligations that pay interest exempt, in the opinion of bond counsel, from Hawaii State and regular Federal income taxes. The fund is non-diversified. More on Hawaiian Tax Free Trust
Moving together with Hawaiian Mutual Fund
Hawaiian Mutual Fund Highlights
| Fund Concentration | Aquila Funds, Large Funds, Muni Single State Interm Funds, Muni Single State Interm, Aquila (View all Sectors) |
| Update Date | 30th of June 2024 |
| Expense Ratio Date | 26th of July 2022 |
| Fiscal Year End | March |
Hawaiian Tax Free Trust [HULCX] is traded in USA and was established 5th of June 2024. Hawaiian Tax-free is listed under Aquila category by Fama And French industry classification. The fund is listed under Muni Single State Interm category and is part of Aquila family. This fund currently has accumulated 509.71 M in assets under management (AUM) with no minimum investment requirementsHawaiian Tax Free is currently producing year-to-date (YTD) return of 0.05% with the current yeild of 0.0%, while the total return for the last 3 years was -2.45%.
Check Hawaiian Tax-free Probability Of Bankruptcy
Instrument Allocation
Hawaiian Tax Free Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Hawaiian Tax-free market risk premium is the additional return an investor will receive from holding Hawaiian Tax-free long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Hawaiian Tax-free. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Hawaiian Tax-free's alpha and beta are two of the key measurements used to evaluate Hawaiian Tax-free's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.0863 | |||
| Standard Deviation | 0.1205 | |||
| Variance | 0.0145 | |||
| Risk Adjusted Performance | (0.15) |
Hawaiian Tax-free Against Markets
Other Information on Investing in Hawaiian Mutual Fund
Hawaiian Tax-free financial ratios help investors to determine whether Hawaiian 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 Hawaiian with respect to the benefits of owning Hawaiian Tax-free security.
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