Aquila Three Financial Statements From 2010 to 2024
| ATPAX Fund | USD 8.08 0.02 0.25% |
Check Aquila Three financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Aquila main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Aquila financial statements analysis is a perfect complement when working with Aquila Three Valuation or Volatility modules.
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Aquila Three Peaks Mutual Fund Three Year Return Analysis
Aquila Three's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Aquila Three Three Year Return | 1.89 % |
Most of Aquila Three's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Aquila Three Peaks is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Aquila Three Peaks has a Three Year Return of 1.8909%. This is much higher than that of the Aquila family and significantly higher than that of the High Yield Bond category. The three year return for all United States funds is notably lower than that of the firm.
Aquila Three Peaks Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aquila Three's current stock value. Our valuation model uses many indicators to compare Aquila Three value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aquila Three competition to find correlations between indicators driving Aquila Three's intrinsic value. More Info.Aquila Three Peaks is the top fund in price to earning among similar funds. It is the top fund in annual yield among similar funds . The ratio of Price To Earning to Annual Yield for Aquila Three Peaks is about 64,100 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Aquila Three by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Aquila Three's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Three's earnings, one of the primary drivers of an investment's value.About Aquila Three Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Aquila Three income statement, its balance sheet, and the statement of cash flows. Aquila Three investors use historical funamental indicators, such as Aquila Three's revenue or net income, to determine how well the company is positioned to perform in the future. Although Aquila Three investors may use each financial statement separately, they are all related. The changes in Aquila Three's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Aquila Three's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Aquila Three Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Aquila Three. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets plus any borrowings for investment purposes in income-producing securities. Its portfolio will typically include a high proportion, perhaps even 100, of high-yieldhigh-risk securities rated below investment grade. The bonds the fund purchases can be of any maturity but the average effective weighted maturity of the funds portfolio will normally be within one year of the average maturity of the Bloomberg US Corporate High Yield Total Return Index Value Unhedged.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Aquila Three in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Aquila Three's short interest history, or implied volatility extrapolated from Aquila Three options trading.
Pair Trading with Aquila Three
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Aquila Three position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Aquila Three will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Aquila Three could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aquila Three when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Aquila Three - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Aquila Three Peaks to buy it.
The correlation of Aquila Three is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Aquila Three moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aquila Three Peaks moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Aquila Three can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Aquila Three Correlation against competitors. Note that the Aquila Three Peaks information on this page should be used as a complementary analysis to other Aquila Three's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.