Aquila Churchill Financials
CHKFX Fund | 9.88 0.01 0.10% |
Aquila |
Please note that past performance is not an indicator of the future performance of Aquila Churchill, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's 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 Virginia Bond, Hawaiian Tax-free, Hawaiian Tax-free, Aquila Tax-free, and Usaa Virginia. 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.Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
Mutual Fund Family | Aquila |
Mutual Fund Category | Muni Single State Interm |
Benchmark | NYSE Composite |
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 three with a total number of output elements of fifty-eight. 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 April 24, 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. We use our internally-developed statistical techniques to arrive at the intrinsic value of Aquila Churchill Tax 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 | (0.76) | |||
Maximum Drawdown | 0.8044 | |||
Value At Risk | (0.20) | |||
Potential Upside | 0.2012 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Aquila Churchill Tax. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Aquila Churchill Tax information on this page should be used as a complementary analysis to other Aquila Churchill'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 Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.