Athelney Trust (UK) Performance
| ATY Stock | 185.00 0.00 0.00% |
Athelney Trust has a performance score of 13 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.19, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Athelney Trust are expected to decrease at a much lower rate. During the bear market, Athelney Trust is likely to outperform the market. Athelney Trust plc right now shows a risk of 0.81%. Please confirm Athelney Trust plc variance, as well as the relationship between the maximum drawdown and rate of daily change , to decide if Athelney Trust plc will be following its price patterns.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Athelney Trust plc are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of rather uncertain technical and fundamental indicators, Athelney Trust may actually be approaching a critical reversion point that can send shares even higher in March 2025. ...more
| Begin Period Cash Flow | 27.4 K |
Athelney |
Athelney Trust Relative Risk vs. Return Landscape
If you would invest 17,000 in Athelney Trust plc on November 3, 2024 and sell it today you would earn a total of 1,500 from holding Athelney Trust plc or generate 8.82% return on investment over 90 days. Athelney Trust plc is generating 0.1396% of daily returns and assumes 0.8107% volatility on return distribution over the 90 days horizon. Simply put, 7% of stocks are less volatile than Athelney, and 98% 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 = 0.1722
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | ATY | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Athelney Trust is performing at about 13% of its full potential. 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 it 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 | 3.98 M | ||||
| Shares Outstanding | 2.16 M | ||||
| Price To Book | 0.98 X | ||||
| Price To Sales | 38.26 X | ||||
| Revenue | 104.34 K | ||||
| EBITDA | (12.65 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.
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.| About 58.0% 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.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |