Aquila Churchill Financials
| CHTFX Fund | USD 9.82 0.01 0.10% |
Aquila |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Aquila Churchill Fund Summary
Aquila Churchill competes with Barloworld, Morningstar Unconstrained, High-yield Municipal, Thrivent High, and Via Renewables. Under normal circumstances, at least 80 percent of the funds net assets will be invested in municipal obligations that pay interest exempt, in the opinion of bond counsel, from Kentucky income and regular Federal income taxes, the income paid upon which will not be subject to the Federal alternative minimum tax on individuals. These obligations can be of any maturity, but the funds weighted average maturity has traditionally been between 5 and 15 years. It is non-diversified.Specialization | Muni Single State Interm, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US03842A7072 |
| Business Address | Aquila Municipal Trust |
| Mutual Fund Family | Aquila |
| Mutual Fund Category | Muni Single State Interm |
| Benchmark | NYSE Composite |
| Phone | 800 437 1000 |
| Currency | USD - US Dollar |
Aquila Churchill Key Financial Ratios
Aquila Churchill's financial ratios allow both analysts and investors to convert raw data from Aquila Churchill's financial statements into concise, actionable information that can be used to evaluate the performance of Aquila Churchill over time and compare it to other companies across industries.Aquila Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aquila Churchill's current stock value. Our valuation model uses many indicators to compare Aquila Churchill value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aquila Churchill competition to find correlations between indicators driving Aquila Churchill's intrinsic value. More Info.Aquila Churchill Tax Free is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 2.09 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 Aquila Churchill's earnings, one of the primary drivers of an investment's value.Aquila Churchill Tax Systematic Risk
Aquila Churchill's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Aquila Churchill volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Aquila Churchill Tax correlated with the market. If Beta is less than 0 Aquila Churchill generally moves in the opposite direction as compared to the market. If Aquila Churchill Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Aquila Churchill Tax is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Aquila Churchill is generally in the same direction as the market. If Beta > 1 Aquila Churchill moves generally in the same direction as, but more than the movement of the benchmark.
Aquila Churchill June 5, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Aquila Churchill help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Aquila Churchill Tax Free. We use our internally-developed statistical techniques to arrive at the intrinsic value of Aquila Churchill Tax Free based on widely used predictive technical indicators. In general, we focus on analyzing Aquila Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Aquila Churchill's daily price indicators and compare them against related drivers.
| Information Ratio | (0.32) | |||
| Maximum Drawdown | 0.6091 | |||
| Value At Risk | (0.20) | |||
| Potential Upside | 0.2016 |
Other Information on Investing in Aquila Mutual Fund
Aquila Churchill financial ratios help investors to determine whether Aquila 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 Aquila with respect to the benefits of owning Aquila Churchill security.
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