TAX-EXEMPT HIGH Semi Variance

RTHAX Fund  USD 9.62  -0.05  -0.52%   
The Semi Variance reading for Tax Exempt High Yield is computed from historical trading observations. Broader indicator relationships are reflected within Equity Screeners. Your Equity Center frames the approach to diversified portfolio design. The dataset reflects available inputs without directional implication. Monitoring Tax Exempt High Yield within a portfolio highlights how it interacts with other holdings. Allocation models determine the relative weighting of each position in the portfolio. Broader economic conditions can influence Tax Exempt High Yield's mutual fund valuation — related indicators include signals in nation.
Tax Exempt High Yield has current Semi Variance of 0.0191. Semi-variance provides a good measure of downside volatility for equity or a portfolio. It is similar to variance, but it only looks at periods where the returns are less than the target or average level.

Semi Variance

 = 

SUM(RET DEV)2

N(ZERO)

 = 
0.0191
SUM = Summation notation
RET DEV = Actual return deviation over selected period
N(ZERO) = Number of points with returns less than zero

Semi Variance Peers Comparison

Semi Variance Relative To Other Indicators

Tax Exempt High Yield is rated second in semi variance among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about 43.40 of Maximum Drawdown per Semi Variance. At 43.40 , Tax Exempt High Yield's Maximum Drawdown-to-Semi Variance multiple reflects the spread between these metrics
Semi-variance is the square of semi-deviation. Semi-variance is calculated by averaging the deviations of returns that have a result that is less than the mean. Compare TAX-EXEMPT HIGH to Peers

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