Aquila Three Net Asset vs. Year To Date Return
| ATPCX Fund | USD 8.22 0.00 0.00% |
For Aquila Three profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Aquila Three to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Aquila Three Peaks utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Aquila Three's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Aquila Three Peaks over time as well as its relative position and ranking within its peers.
Aquila |
Aquila Three Peaks Year To Date Return vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Aquila Three's current stock value. Our valuation model uses many indicators to compare Aquila Three value to that of its competitors to determine the firm's financial worth. Aquila Three Peaks is rated below average in net asset among similar funds. It also is rated below average in year to date return among similar funds . The ratio of Net Asset to Year To Date Return for Aquila Three Peaks is about 19,276,474 . 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 Three's earnings, one of the primary drivers of an investment's value.Aquila Year To Date Return vs. Net Asset
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Aquila Three |
| = | 98.79 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Aquila Three |
| = | 5.12 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Aquila Year To Date Return Comparison
Aquila Three is currently under evaluation in year to date return among similar funds.
Aquila Three Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Aquila Three, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Aquila Three will eventually generate negative long term returns. The profitability progress is the general direction of Aquila Three's change in net profit over the period of time. It can combine multiple indicators of Aquila Three, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests at least 80 percent of its net assets plus any borrowings for investment purposes in income-producing securities. Its portfolio will typically include a high proportion, perhaps even 100, of high-yieldhigh-risk securities rated below investment grade. The bonds the fund purchases can be of any maturity but the average effective weighted maturity of the funds portfolio will normally be within one year of the average maturity of the Bloomberg US Corporate High Yield Total Return Index Value Unhedged.
Aquila Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Aquila Three. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Aquila Three position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Aquila Three's important profitability drivers and their relationship over time.
Use Aquila Three in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Aquila Three position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Aquila Three will appreciate offsetting losses from the drop in the long position's value.Aquila Three Pair Trading
Aquila Three Peaks Pair Trading Analysis
The ability to find closely correlated positions to Aquila Three could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aquila Three when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Aquila Three - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Aquila Three Peaks to buy it.
The correlation of Aquila Three is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Aquila Three moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aquila Three Peaks moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Aquila Three can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Aquila Three position
In addition to having Aquila Three in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Electronics Thematic Idea Now
Electronics
Companies manufacturing electronic appliances and goods. The Electronics theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Electronics Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Aquila Mutual Fund
To fully project Aquila Three's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Aquila Three Peaks at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Aquila Three's income statement, its balance sheet, and the statement of cash flows.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |