Athelney Trust (UK) Performance
| ATY Stock | 175.00 5.00 2.94% |
The firm shows a Beta (market volatility) of 0.31, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Athelney Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding Athelney Trust is expected to be smaller as well. At this point, Athelney Trust plc has a negative expected return of -0.0595%. Please make sure to confirm Athelney Trust's variance, skewness, price action indicator, as well as the relationship between the total risk alpha and rate of daily change , to decide if Athelney Trust plc performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Athelney Trust plc has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound technical and fundamental indicators, Athelney Trust is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
Forward Dividend Yield 0.0582 | Forward Dividend Rate 0.1 | Ex Dividend Date 2024-09-12 |
| Athelney Trust dividend paid on 12th of September 2024 | 09/12/2024 |
| Athelney Trust dividend paid on 27th of September 2024 | 09/27/2024 |
| Begin Period Cash Flow | 27.4 K |
Athelney |
Athelney Trust Relative Risk vs. Return Landscape
If you would invest 18,264 in Athelney Trust plc on August 28, 2024 and sell it today you would lose (764.00) from holding Athelney Trust plc or give up 4.18% of portfolio value over 90 days. Athelney Trust plc is generating negative expected returns and assumes 1.1204% volatility on return distribution over the 90 days horizon. Simply put, 9% of stocks are less volatile than Athelney, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Athelney Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Athelney Trust's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Athelney Trust plc, and traders can use it to determine the average amount a Athelney Trust's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0531
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ATY |
Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Athelney Trust is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Athelney Trust by adding Athelney Trust to a well-diversified portfolio.
Athelney Trust Fundamentals Growth
Athelney Stock prices reflect investors' perceptions of the future prospects and financial health of Athelney Trust, and Athelney Trust fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Athelney Stock performance.
| Return On Equity | -0.0441 | ||||
| Return On Asset | -0.0272 | ||||
| Operating Margin | 6.53 % | ||||
| Current Valuation | 3.65 M | ||||
| Shares Outstanding | 2.16 M | ||||
| Price To Book | 0.90 X | ||||
| Price To Sales | 38.26 X | ||||
| Revenue | 104.34 K | ||||
| Gross Profit | (1.6 M) | ||||
| EBITDA | (12.65 K) | ||||
| Net Income | 167.07 K | ||||
| Total Debt | 40.39 K | ||||
| Book Value Per Share | 1.88 X | ||||
| Cash Flow From Operations | 473.34 K | ||||
| Earnings Per Share | (0.09) X | ||||
| Total Asset | 4.55 M | ||||
| Retained Earnings | 3.09 M | ||||
About Athelney Trust Performance
By analyzing Athelney Trust's fundamental ratios, stakeholders can gain valuable insights into Athelney Trust's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Athelney Trust has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Athelney Trust has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Athelney Trust is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Athelney Trust plc performance evaluation
Checking the ongoing alerts about Athelney Trust for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Athelney Trust plc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Athelney Trust plc generated a negative expected return over the last 90 days | |
| About 59.0% of the company shares are held by company insiders |
- Analyzing Athelney Trust's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Athelney Trust's stock is overvalued or undervalued compared to its peers.
- Examining Athelney Trust's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Athelney Trust's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Athelney Trust's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Athelney Trust's stock. These opinions can provide insight into Athelney Trust's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Athelney Stock analysis
When running Athelney Trust's price analysis, check to measure Athelney Trust's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Athelney Trust is operating at the current time. Most of Athelney Trust's value examination focuses on studying past and present price action to predict the probability of Athelney Trust's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Athelney Trust's price. Additionally, you may evaluate how the addition of Athelney Trust to your portfolios can decrease your overall portfolio volatility.
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |