Aquila Three Financials
| ATPAX Fund | USD 8.04 0.00 0.00% |
Aquila |
Please note that past performance is not an indicator of the future performance of Aquila Three, 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 Three Fund Summary
Aquila Three competes with Morningstar Unconstrained, and SPACE. 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.Specialization | High Yield Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Aquila Funds Trust |
| Mutual Fund Family | Aquila |
| Mutual Fund Category | High Yield Bond |
| Benchmark | NYSE Composite |
| Phone | 800 437 1000 |
| Currency | USD - US Dollar |
You should never invest in Aquila Three Peaks without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Aquila Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Aquila Three's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Aquila Three Key Financial Ratios
Generally speaking, Aquila Three's financial ratios allow both analysts and investors to convert raw data from Aquila Three's financial statements into concise, actionable information that can be used to evaluate the performance of Aquila Three over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Aquila Three Peaks reports annually and quarterly.Aquila Financial Ratios 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.Aquila Three Peaks Systematic Risk
Aquila Three's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Aquila Three 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 Three Peaks correlated with the market. If Beta is less than 0 Aquila Three generally moves in the opposite direction as compared to the market. If Aquila Three Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Aquila Three Peaks is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Aquila Three is generally in the same direction as the market. If Beta > 1 Aquila Three moves generally in the same direction as, but more than the movement of the benchmark.
Aquila Three April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Aquila Three help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Aquila Three Peaks. We use our internally-developed statistical techniques to arrive at the intrinsic value of Aquila Three Peaks 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 Three's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2497 | |||
| Information Ratio | (0.46) | |||
| Maximum Drawdown | 1.12 | |||
| Value At Risk | (0.37) | |||
| Potential Upside | 0.2497 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Aquila Three Peaks. 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 nation. 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 CEOs Directory module to screen CEOs from public companies around the world.