Aquila Energy Efficiency Trust plc (AEET.L)
Aquila Energy Efficiency Trust plc focuses on investments in small to medium sized energy efficiency projects in the private and public sector in the United Kingdom, Spain, Germany, France, Italy, and internationally. The company was incorporated in 2021 and is based in London, the United Kingdom.
Company Info
| ISIN | GB00BN6JYS78 |
|---|---|
| Sector | Financials |
| Industry | Collective Investments |
Highlights
| Market Cap | £63.56M |
|---|---|
| Revenue (TTM) | £2.39M |
| Gross Profit (TTM) | £98.67K |
| Year Range | £57.00 - £78.79 |
Share Price Chart
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Performance
The chart shows the growth of an initial investment of £10,000 in Aquila Energy Efficiency Trust plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Return
Aquila Energy Efficiency Trust plc had a return of -13.75% year-to-date (YTD) and -19.05% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -1.23% | 2.65% |
| 6 months | -21.75% | 10.31% |
| Year-To-Date | -13.75% | 11.39% |
| 1 year | -19.05% | 7.35% |
| 5 years (annualized) | -18.67% | 6.99% |
| 10 years (annualized) | N/A | N/A |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 11.23% | 1.31% | -1.63% | -6.31% | -12.06% | -4.44% | 2.53% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for Aquila Energy Efficiency Trust plc (AEET.L) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
AEET.L Aquila Energy Efficiency Trust plc | -1.48 | ||||
^GSPC S&P 500 | 0.74 |
Dividend History
Aquila Energy Efficiency Trust plc granted a 0.06% dividend yield in the last twelve months. The annual payout for that period amounted to £0.04 per share.
| Period | TTM | 2022 |
|---|---|---|
| Dividend | £0.04 | £0.02 |
Dividend yield | 0.06% | 0.03% |
Monthly Dividends
The table displays the monthly dividend distributions for Aquila Energy Efficiency Trust plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | £0.00 | £0.00 | £0.01 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | ||||
| 2022 | £0.01 | £0.00 | £0.01 | £0.00 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Aquila Energy Efficiency Trust plc. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Aquila Energy Efficiency Trust plc is 39.60%, recorded on Jul 18, 2023. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.6% | Jun 4, 2021 | 533 | Jul 18, 2023 | — | — | — |
Volatility Chart
The current Aquila Energy Efficiency Trust plc volatility is 1.55%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.