Aquila Tax Financials
| AZTYX Fund | USD 9.74 0.01 0.10% |
Aquila |
Please note that you must use caution to infer results of funds 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 Tax Fund Summary
Aquila Tax competes with Aquila Three, Aquila Three, Aquila Three, Aquila Three, and Aquila Tax-free. 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.Specialization | Muni Single State Interm, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Aquila Municipal Trust |
| Mutual Fund Family | Aquila |
| Mutual Fund Category | Muni Single State Interm |
| Benchmark | Dow Jones Industrial |
| Phone | 800 437 1000 |
| Currency | USD - US Dollar |
Aquila Tax Key Financial Ratios
Aquila Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aquila Tax's current stock value. Our valuation model uses many indicators to compare Aquila Tax 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 competition to find correlations between indicators driving Aquila Tax's intrinsic value. More Info.Aquila Tax Free Trust is third largest fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 59.40 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's earnings, one of the primary drivers of an investment's value.Aquila Tax Free Systematic Risk
Aquila Tax's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Aquila Tax 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 fourty-five with a total number of output elements of sixteen. The Beta measures systematic risk based on how returns on Aquila Tax Free correlated with the market. If Beta is less than 0 Aquila Tax generally moves in the opposite direction as compared to the market. If Aquila Tax Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Aquila Tax Free is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Aquila Tax is generally in the same direction as the market. If Beta > 1 Aquila Tax moves generally in the same direction as, but more than the movement of the benchmark.
Aquila Tax January 31, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Aquila Tax help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Aquila Tax Free Trust. We use our internally-developed statistical techniques to arrive at the intrinsic value of Aquila Tax Free Trust 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 Tax's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3716 | |||
| Information Ratio | (0.37) | |||
| Maximum Drawdown | 1.14 | |||
| Value At Risk | (0.41) | |||
| Potential Upside | 0.3119 |
Other Information on Investing in Aquila Mutual Fund
Aquila Tax 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 security.
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