Aquila Three Peaks Fund Fundamentals
Aquila Three Peaks fundamentals help investors to digest information that contributes to Aquila Three's financial success or failures. It also enables traders to predict the movement of Aquila Mutual Fund. The fundamental analysis module provides a way to measure Aquila Three's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Aquila Three mutual fund.
Aquila |
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 | 2.16 % |
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.
CompetitionBased on the latest financial disclosure, Aquila Three Peaks has a Three Year Return of 2.1583%. 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 also 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 128,500 . 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 Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Aquila Three's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Aquila Three could also be used in its relative valuation, which is a method of valuing Aquila Three by comparing valuation metrics of similar companies.Aquila Three is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Aquila Three
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Aquila Three's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Aquila Fundamentals
| Price To Earning | 12.85 X | |||
| Total Asset | 1.16 M | |||
| Annual Yield | 0.0001 % | |||
| Year To Date Return | 4.73 % | |||
| One Year Return | 7.96 % | |||
| Three Year Return | 2.16 % | |||
| Five Year Return | 3.19 % | |||
| Ten Year Return | 3.82 % | |||
| Net Asset | 98.79 M | |||
| Last Dividend Paid | 0.02 | |||
| Cash Position Weight | 3.10 % | |||
| Bond Positions Weight | 1.78 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Other Consideration for investing in Aquila Mutual Fund
If you are still planning to invest in Aquila Three Peaks check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Aquila Three's history and understand the potential risks before investing.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |