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
Highlights
£52.93M
-£0.02
£6.69M
£5.71M
£3.77M
£23.12 - £35.00
Share Price Chart
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Performance
Performance Chart
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Returns By Period
Aquila Energy Efficiency Trust plc (AEET.L) returned 14.88% year-to-date (YTD) and 2.31% over the past 12 months.
AEET.L
14.88%
-3.26%
14.33%
2.31%
N/A
N/A
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.88% | 13.37% | 6.55% | 5.74% | -7.39% | 14.88% | |||||||
| 2024 | -4.80% | -2.75% | 3.30% | 16.44% | -9.02% | 1.72% | 0.85% | 0.00% | 2.52% | -4.01% | -1.42% | -0.48% | 0.34% |
| 2023 | -2.82% | 11.23% | 1.31% | -1.63% | -6.31% | -12.06% | -4.44% | 2.53% | -4.94% | -2.16% | 0.88% | 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 55, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Aquila Energy Efficiency Trust plc provided a 151.86% dividend yield over the last twelve months, with an annual payout of £0.43 per share.
| Period | TTM | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Dividend | £0.43 | £0.06 | £0.01 | £0.02 |
Dividend yield | 151.86% | 11.81% | 2.18% | 3.17% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | £0.00 | £0.00 | £0.00 | £0.00 | £0.37 | £0.37 | |||||||
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.06 | £0.00 | £0.00 | £0.06 |
| 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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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 31.86%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.28% | Jun 4, 2021 | 636 | Feb 23, 2024 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Aquila Energy Efficiency Trust plc, comparing actual results with analytics estimates.
Valuation
The Valuation section provides an overview of how Aquila Energy Efficiency Trust plc is priced in the market compared to other companies in the Collective Investments industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for AEET.L relative to other companies in the Collective Investments industry. Currently, AEET.L has a P/S ratio of 72.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for AEET.L in comparison with other companies in the Collective Investments industry. Currently, AEET.L has a P/B value of 0.3. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
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