Aquila Three Financial Statements From 2010 to 2024
| ATGAX Fund | USD 46.76 0.59 1.28% |
Check Aquila Three financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Aquila Three'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 Three Valuation or Volatility modules.
Aquila |
Aquila Three Peaks Mutual Fund Year To Date Return Analysis
Aquila Three's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Aquila Three Year To Date Return | 10.30 % |
Most of Aquila Three's fundamental indicators, such as Year To Date 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.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Aquila Three Peaks has a Year To Date Return of 10.2961%. This is much higher than that of the Aquila family and significantly higher than that of the Mid-Cap Blend category. The year to date 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 price to book among similar funds fabricating about 0.03 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Aquila Three Peaks is roughly 31.35 . 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
Aquila Three investors use historical fundamental indicators, such as Aquila Three'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 Three. Please read more on our technical analysis and fundamental analysis pages.
The fund invests, under normal circumstances, at least 70 percent of its net assets in equity securities believed to have the potential for capital appreciation. In addition to common stocks, exchange traded funds that invest primarily in equity securities, warrants, convertible bonds and preferred stock are considered equity securities for purposes of the funds 70 percent policy.
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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.Other Information on Investing in Aquila Mutual Fund
Aquila Three 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 Three security.
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