Aquila Three Peaks Manager Performance
| ATGCXDelisted Fund | USD 28.85 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0, which signifies not very significant fluctuations relative to the market. the returns on MARKET and Aquila Three are completely uncorrelated.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Aquila Three Peaks has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Aquila Three is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 27th of April 2023 | |
| Expense Ratio | 2.4500 |
Aquila |
Aquila Three Relative Risk vs. Return Landscape
If you would invest (100.00) in Aquila Three Peaks on November 2, 2024 and sell it today you would earn a total of 100.00 from holding Aquila Three Peaks or generate -100.0% return on investment over 90 days. Aquila Three Peaks is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Aquila, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Aquila Three Current Valuation
Overvalued
Today
Please note that Aquila Three's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Aquila Three Peaks shows a prevailing Real Value of $26.32 per share. The current price of the fund is $28.85. We determine the value of Aquila Three Peaks from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Aquila Three is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Aquila Mutual Fund. However, Aquila Three's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 28.85 | Real 26.32 | Hype 28.85 | Naive 28.74 |
The intrinsic value of Aquila Three's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Aquila Three's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Aquila Three Peaks helps investors to forecast how Aquila mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Aquila Three more accurately as focusing exclusively on Aquila Three's fundamentals will not take into account other important factors: Aquila Three Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Aquila Three's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Aquila Three Peaks, and traders can use it to determine the average amount a Aquila Three'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 = 0.0
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| ATGCX |
Based on monthly moving average Aquila Three 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 Aquila Three by adding Aquila Three to a well-diversified portfolio.
Aquila Three Fundamentals Growth
Aquila Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Aquila Three, and Aquila Three 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 Aquila Mutual Fund performance.
| Price To Earning | 73.34 X | |||
| Price To Book | 3.55 X | |||
| Price To Sales | 1.29 X | |||
| Total Asset | 3.35 M | |||
About Aquila Three Performance
Evaluating Aquila Three's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Aquila Three 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 Aquila Three has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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. Aquila Three is traded on NASDAQ Exchange in the United States.Things to note about Aquila Three Peaks performance evaluation
Checking the ongoing alerts about Aquila Three for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Aquila Three Peaks help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Aquila Three Peaks is not yet fully synchronised with the market data | |
| Aquila Three Peaks has a very high chance of going through financial distress in the upcoming years | |
| The fund holds 98.12% of its assets under management (AUM) in equities |
- Analyzing Aquila Three'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 Aquila Three's stock is overvalued or undervalued compared to its peers.
- Examining Aquila Three'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 Aquila Three's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Aquila Three's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Aquila Three's mutual fund. These opinions can provide insight into Aquila Three's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
Other Consideration for investing in Aquila Mutual Fund
If you are still planning to invest in Aquila Three Peaks check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Aquila Three's history and understand the potential risks before investing.
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |