Aquila Three Financial Statements From 2010 to 2025

ATPYX Fund  USD 8.21  0.01  0.12%   
Aquila Three's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Aquila Three's valuation are provided below:
Aquila Three Peaks does not presently have any fundamental signals for analysis.
Check Aquila Three financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Aquila Three's main balance sheet or income statement drivers, such as , as well as many indicators such as . Aquila financial statements analysis is a perfect complement when working with Aquila Three Valuation or Volatility modules.
  
This module can also supplement various Aquila Three Technical models . Check out the analysis of Aquila Three Correlation against competitors.

Aquila Three Peaks Mutual Fund Three Year Return Analysis

Aquila Three's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Aquila Three Three Year Return

    
  7.14 %  
Most of Aquila Three's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Aquila Three Peaks is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

Based on the latest financial disclosure, Aquila Three Peaks has a Three Year Return of 7.1444%. This is much higher than that of the Aquila family and significantly higher than that of the High Yield Bond category. The three year return for all United States funds is notably lower than that of the firm.

Aquila Three Peaks Fundamental Drivers Relationships

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. You can analyze the relationship between different fundamental ratios across Aquila Three competition to find correlations between indicators driving Aquila Three's intrinsic value. More Info.
Aquila Three Peaks is the top fund in price to earning among similar funds. It is second largest fund in annual yield among similar funds . The ratio of Price To Earning to Annual Yield for Aquila Three Peaks is about  21,483 . 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.

About Aquila Three Financial Statements

Aquila Three investors use historical fundamental indicators, such as Aquila Three's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Aquila Three. Please read more on our technical analysis and fundamental analysis pages.
The fund invests, under normal circumstances, at least 80 percent of its net assets plus any borrowings for investment purposes in income-producing securities. Such securities may be rated at any level by nationally recognized statistical rating organizations, or they may be unrated. The funds portfolio will typically include a high proportion, up to 100, of high-yieldhigh-risk securities rated below investment grade. Such securities are sometimes called junk bonds. Junk bonds are considered speculative investments.

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Other Information on Investing in Aquila Mutual Fund

Aquila Three 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 Three security.
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets