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Aquila Energy Efficiency Trust plc (AEET.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINGB00BN6JYS78
SectorFinancial Services
IndustryCollective Investments

Highlights

Market Cap£47.85M
Total Revenue (TTM)£9.60M
Gross Profit (TTM)£7.95M
EBITDA (TTM)-£1.85M
Year Range£51.50 - £67.00

Share Price Chart


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Compare to other instruments

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Aquila Energy Efficiency Trust plc

Popular comparisons: AEET.L vs. NVDA

Performance

Performance Chart

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.


-40.00%-20.00%0.00%20.00%40.00%2024FebruaryMarchAprilMayJune
-39.34%
45.37%
AEET.L (Aquila Energy Efficiency Trust plc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Aquila Energy Efficiency Trust plc had a return of 2.62% year-to-date (YTD) and -11.65% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date2.62%14.57%
1 month-1.26%2.97%
6 months2.62%14.93%
1 year-11.65%24.71%
5 years (annualized)N/A13.14%
10 years (annualized)N/A10.88%

Monthly Returns

The table below presents the monthly returns of AEET.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.80%-2.75%3.30%16.44%-9.02%2.62%
2023-2.82%11.23%1.31%-1.63%-6.31%-12.06%-4.44%2.53%-4.94%-2.60%1.33%0.44%-18.04%
2022-7.83%-7.08%-7.93%3.64%1.28%-0.32%-1.90%-0.65%1.64%-5.50%-0.32%-0.70%-23.55%
2021-5.91%0.00%0.79%0.26%1.55%0.00%-2.30%-5.67%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AEET.L is 25, indicating that it is in the bottom 25% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of AEET.L is 2525
AEET.L (Aquila Energy Efficiency Trust plc)
The Sharpe Ratio Rank of AEET.L is 2525Sharpe Ratio Rank
The Sortino Ratio Rank of AEET.L is 2121Sortino Ratio Rank
The Omega Ratio Rank of AEET.L is 1414Omega Ratio Rank
The Calmar Ratio Rank of AEET.L is 3333Calmar Ratio Rank
The Martin Ratio Rank of AEET.L is 3030Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Aquila Energy Efficiency Trust plc (AEET.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AEET.L
Sharpe ratio
The chart of Sharpe ratio for AEET.L, currently valued at -0.48, compared to the broader market-2.00-1.000.001.002.003.00-0.48
Sortino ratio
The chart of Sortino ratio for AEET.L, currently valued at -0.62, compared to the broader market-4.00-2.000.002.004.006.00-0.62
Omega ratio
The chart of Omega ratio for AEET.L, currently valued at 0.87, compared to the broader market0.501.001.502.000.87
Calmar ratio
The chart of Calmar ratio for AEET.L, currently valued at -0.26, compared to the broader market0.002.004.006.00-0.26
Martin ratio
The chart of Martin ratio for AEET.L, currently valued at -0.87, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.87
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.24, compared to the broader market-2.00-1.000.001.002.003.002.24
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.16, compared to the broader market-4.00-2.000.002.004.006.003.16
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.78, compared to the broader market0.002.004.006.001.78
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.36, compared to the broader market-5.000.005.0010.0015.0020.0025.008.36

Sharpe Ratio

The current Aquila Energy Efficiency Trust plc Sharpe ratio is -0.48. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Aquila Energy Efficiency Trust plc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-3.00-2.00-1.000.001.002.002024FebruaryMarchAprilMayJune
-0.48
2.06
AEET.L (Aquila Energy Efficiency Trust plc)
Benchmark (^GSPC)

Dividends

Dividend History

Aquila Energy Efficiency Trust plc granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to £0.00 per share.


PeriodTTM20232022
Dividend£0.00£0.01£0.02

Dividend yield

0.00%0.02%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024£0.00£0.00£0.00£0.00£0.00£0.00£0.00
2023£0.00£0.00£0.01£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.00£0.01
2022£0.01£0.00£0.01£0.00£0.02

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%2024FebruaryMarchAprilMayJune
-39.34%
0
AEET.L (Aquila Energy Efficiency Trust plc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Aquila Energy Efficiency Trust plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Aquila Energy Efficiency Trust plc was 45.28%, occurring on Feb 23, 2024. The portfolio has not yet recovered.

The current Aquila Energy Efficiency Trust plc drawdown is 39.34%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45.28%Jun 4, 2021687Feb 23, 2024

Volatility

Volatility Chart

The current Aquila Energy Efficiency Trust plc volatility is 2.98%, 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.


0.00%5.00%10.00%15.00%2024FebruaryMarchAprilMayJune
2.98%
2.87%
AEET.L (Aquila Energy Efficiency Trust plc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Aquila Energy Efficiency Trust plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items