Aquila Tax-free Financial Statements From 2010 to 2024
| AZTFX Fund | USD 9.84 0.02 0.20% |
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.
Aquila |
Aquila Tax Free Trust Mutual Fund Five Year Return Analysis
Aquila Tax-free's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Aquila Tax-free Five Year Return | 0.57 % |
Most of Aquila Tax-free's fundamental indicators, such as Five 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 Trust is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Aquila Tax Free Trust has a Five Year Return of 0.5677%. This is much higher than that of the Aquila family and significantly higher than that of the Muni Single State Interm category. The five year return for all United States funds is notably lower than that of the firm.
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 Trust 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 389.02 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 Arizona income taxes. The fund is non-diversified.
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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 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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