Aquila Tax-free Financial Statements From 2010 to 2024

COTYX Fund  USD 9.87  0.01  0.10%   
Aquila Tax-free financial statements provide useful quarterly and yearly information to potential Aquila Tax Free Fund investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Aquila Tax-free financial statements helps investors assess Aquila Tax-free's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Aquila Tax-free's valuation are summarized below:
Aquila Tax Free Fund does not presently have any fundamental signals for analysis.
Check Aquila Tax-free financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Aquila Tax-free's main balance sheet or income statement drivers, such as , as well as many indicators such as . Aquila financial statements analysis is a perfect complement when working with Aquila Tax-free Valuation or Volatility modules.
  
This module can also supplement various Aquila Tax-free Technical models . Check out the analysis of Aquila Tax-free Correlation against competitors.

Aquila Tax Free Fund Mutual Fund Three Year Return Analysis

Aquila Tax-free'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.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Aquila Tax-free Three Year Return

    
  (0.16) %  
Most of Aquila Tax-free'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 Tax Free Fund 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.
Competition

Based on the latest financial disclosure, Aquila Tax Free Fund has a Three Year Return of -0.1575%. This is much lower than that of the Aquila family and significantly lower than that of the Muni Single State Interm category. The three year return for all United States funds is notably higher than that of the company.

Aquila Tax Free Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Aquila Tax-free's current stock value. Our valuation model uses many indicators to compare Aquila Tax-free value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aquila Tax-free competition to find correlations between indicators driving Aquila Tax-free's intrinsic value. More Info.
Aquila Tax Free Fund 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  485.76  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 Tax-free's earnings, one of the primary drivers of an investment's value.

About Aquila Tax-free Financial Statements

Aquila Tax-free investors use historical fundamental indicators, such as Aquila Tax-free's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Aquila Tax-free. Please read more on our technical analysis and fundamental analysis pages.
The fund, under normal circumstances, invests at least 80 percent of its assets in municipal bonds, whose interest is, in the opinion of bond counsel for the issuers at the time of issuance, exempt from federal and Colorado income taxes. The fund is non-diversified.

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Other Information on Investing in Aquila Mutual Fund

Aquila Tax-free 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 Tax-free security.
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