USAA Tax Exempt Fund Technical Analysis
| ULTIX Fund | USD 11.95 -0.08 -0.67% |
As of the 23rd of March, shares of USAA Tax change hands at 11.95 per share. Momentum and volatility readings indicate downside deviation of 0.3251, and Risk Adjusted Performance of 0.0031. The system measures statistical relationships between price fluctuations and trading activity. Indicator values are assessed relative to historical performance bands.
USAA Tax Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as USAA, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to USAAUSAA |
What if' Analysis
Historical what-if analysis for USAA Tax Exempt is useful because it converts abstract timing questions into a structured review of past performance under changing entry and holding periods. Used properly, this review provides context for deciding whether USAA Tax's historical reward profile was stable enough to support the current thesis.
| 12/23/2025 |
| 03/23/2026 |
Investing 0.00 in USAA Tax starting December 23, 2025 and holding to today would earn 0.00 in cumulative return. That works out to a 0.0% total return in USAA Tax in total over a 90 day period. Values are drawn from observed market activity across periods. Peers such as PERFORMANCE TRUST, Morningstar Municipal, WESTCORE MUNICIPAL, GOLDMAN SACHS, T Rowe, Blrc Sgy, and Oklahoma Municipal operate in a similar space as USAA Tax. The fund invests primarily in investment-grade securities the interest from which is excludable from gross income for fe... More
USAA Tax Upside and Downside Indicators Summary
Upside and downside measures for USAA Tax frame directional pressure and range behavior. All metrics are derived from available inputs and shown for reference.
| Downside Deviation | 0.3251 | |||
| Information Ratio | 0.3567 | |||
| Maximum Drawdown | 1.09 | |||
| Value At Risk | -0.41 | |||
| Potential Upside | 0.2506 |
USAA Tax Volatility and Risk Indicators Overview
Return variability and drawdown behavior for USAA Tax are summarized through these risk indicators. All metrics are derived from available inputs and shown for reference.| Risk Adjusted Performance | 0.0031 | |||
| Jensen Alpha | 7.0E-4 | |||
| Total Risk Alpha | 0.0138 | |||
| Sortino Ratio | 0.204 | |||
| Treynor Ratio | -0.05 |
The mean reversion principle applied to USAA Tax's suggests that neither prolonged outperformance nor underperformance is permanent. Identifying the root cause of USAA Tax's price dislocation is essential before acting on a mean reversion signal. The mean reversion tendency in USAA Tax's price is a well-documented phenomenon in academic research. In many cases, USAA Tax's price extremes present statistical patterns that have recurred historically.
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 | 0.0031 | |||
| Market Risk Adjusted Performance | -0.04 | |||
| Mean Deviation | 0.1157 | |||
| Semi Deviation | 0.166 | |||
| Downside Deviation | 0.3251 | |||
| Coefficient Of Variation | 2206.82 | |||
| Standard Deviation | 0.186 | |||
| Variance | 0.0346 | |||
| Information Ratio | 0.3567 | |||
| Jensen Alpha | 7.0E-4 | |||
| Total Risk Alpha | 0.0138 | |||
| Sortino Ratio | 0.204 | |||
| Treynor Ratio | -0.05 | |||
| Maximum Drawdown | 1.09 | |||
| Value At Risk | -0.41 | |||
| Potential Upside | 0.2506 | |||
| Downside Variance | 0.1057 | |||
| Semi Variance | 0.0276 | |||
| Expected Short fall | -0.15 | |||
| Skewness | -1.15 | |||
| Kurtosis | 3.44 |
USAA Tax Exempt Backtested Returns
USAA Tax presents a very low volatility profile within the defined horizon. It maintains a Sharpe Ratio (Efficiency) of 0.0453, representing adjusted performance consistency. We identified twenty-seven technical indicators influencing the company's volatility profile. Please review metrics such as downside deviation of 0.3251, and risk-adjusted performance of 0.0031 to review dispersion measures. The fund retains a Beta (Systematic Risk) of 0.0334, which alludes to very low measured sensitivity to broad market movements. USAA Tax moves in the same direction as the market but with less intensity, offering a degree of cushion during selloffs.
Auto-correlation | -0.14 |
Insignificant reverse predictability
USAA Tax Exempt shows insignificant reverse predictability when comparing price series from 23rd of December 2025 to 6th of February 2026 against from 6th of February 2026 to 23rd of March 2026. A strong serial relationship would imply that USAA Tax's recent trajectory contains information about its near-term direction. With a serial correlation of -0.14, less than 14.0% of USAA Tax's price variation is attributable to patterns in preceding intervals. Given that USAA Tax Exempt has negative autocorrelation for the selected time horizon, market participants may evaluate potential contrarian price behavior over comparable future intervals.
| Correlation Coefficient | -0.14 | |
| Spearman Rank Test | -0.5 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Technical analysis for USAA Tax examines price and volume patterns over time. All inputs are derived from historical price and volume observations.
Technical Analysis
This analysis covers thirty-seven data points across the selected time horizon. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of USAA Tax Exempt volatility. High ATR values indicate high volatility, and low values indicate low volatility.
Technical Analysis Methodology & Indicators
Technical analysis of USAA Tax focuses on NAV trend behavior and volatility patterns where pricing frequency permits. Volatility compression can precede expansion in dispersion regimes.
Inputs for USAA Tax Exempt come from fund disclosures and market reference feeds and are mapped into a consistent reporting framework. Some fields can appear with publication lag.
This content is curated and reviewed by:
Michael Smolkin - Member of Macroaxis Board of DirectorsUSAA Tax Technical Indicators
Technical indicators tied to USAA Tax Exempt help investors translate chart behavior into a more structured framework for entry, exit, and risk control. A disciplined technical workflow separates stronger setups from noisier price action.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0031 | |||
| Market Risk Adjusted Performance | -0.04 | |||
| Mean Deviation | 0.1157 | |||
| Semi Deviation | 0.166 | |||
| Downside Deviation | 0.3251 | |||
| Coefficient Of Variation | 2206.82 | |||
| Standard Deviation | 0.186 | |||
| Variance | 0.0346 | |||
| Information Ratio | 0.3567 | |||
| Jensen Alpha | 7.0E-4 | |||
| Total Risk Alpha | 0.0138 | |||
| Sortino Ratio | 0.204 | |||
| Treynor Ratio | -0.05 | |||
| Maximum Drawdown | 1.09 | |||
| Value At Risk | -0.41 | |||
| Potential Upside | 0.2506 | |||
| Downside Variance | 0.1057 | |||
| Semi Variance | 0.0276 | |||
| Expected Short fall | -0.15 | |||
| Skewness | -1.15 | |||
| Kurtosis | 3.44 |
March 23, 2026 Daily Trend Indicators
Technical indicators tied to USAA Tax Exempt help investors translate chart behavior into a more structured framework for entry, exit, and risk control. A disciplined technical workflow separates stronger setups from noisier price action.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | 0.00 | ||
| Rate Of Daily Change | 0.99 | ||
| Day Median Price | 11.95 | ||
| Day Typical Price | 11.95 | ||
| Price Action Indicator | -0.04 |