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 | Financial Services |
| Industry | Collective Investments |
Highlights
| Market Cap | £48.46M |
|---|---|
| Total Revenue (TTM) | £4.50M |
| Gross Profit (TTM) | £3.30M |
| EBITDA (TTM) | -£1.72M |
| Year Range | £51.50 - £66.95 |
Share Price Chart
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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.
Returns By Period
Aquila Energy Efficiency Trust plc had a return of 3.93% year-to-date (YTD) and 0.42% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.93% | 16.48% |
| 1 month | 1.28% | 1.67% |
| 6 months | 10.19% | 14.21% |
| 1 year | 0.42% | 21.98% |
| 5 years (annualized) | N/A | 13.13% |
| 10 years (annualized) | N/A | 10.91% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.80% | -2.75% | 3.30% | 16.44% | -9.02% | 1.72% | 3.93% | ||||||
| 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 46, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
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.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | £0.00 | £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.
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 38.57%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.28% | Jun 4, 2021 | 687 | Feb 23, 2024 | — | — | — |
Volatility
Volatility Chart
The current Aquila Energy Efficiency Trust plc volatility is 0.58%, 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.
Financials
Financial Performance
P/E Ratio
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Aquila Energy Efficiency Trust plc.
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Income Statement
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