Aquila Tax-free Financials
| UTAYX Fund | USD 9.70 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-free Fund Summary
Aquila Tax-free competes with American Century, Sentinel Small, Tax-managed, Massmutual Premier, and Huber Capital. Under normal circumstances, at least 80 percent of the funds net assets will be invested in municipal obligations that pay interest exempt, in the opinion of bond counsel, from Utah state individual and regular Federal income taxes, the income paid upon which will not be subject to the Federal alternative minimum tax on individuals. Aquila Tax-Free is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US03842A7981 |
| 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-free Key Financial Ratios
Aquila Financial Ratios 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 presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 390.76 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.Aquila Tax Free Systematic Risk
Aquila Tax-free's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Aquila Tax-free 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 twenty-four with a total number of output elements of thirty-seven. 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-free generally moves in the opposite direction as compared to the market. If Aquila Tax-free 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-free is generally in the same direction as the market. If Beta > 1 Aquila Tax-free moves generally in the same direction as, but more than the movement of the benchmark.
Aquila Tax-free November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Aquila Tax-free help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Aquila Tax Free Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Aquila Tax Free Fund 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-free's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3378 | |||
| Information Ratio | (0.62) | |||
| Maximum Drawdown | 1.24 | |||
| Value At Risk | (0.21) | |||
| Potential Upside | 0.3128 |
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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