(ARLU) AIM Products Trust - - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • • Defined Outcome
ARLU: U.S. Equity Securities, Flexible Exchange Options
The AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF (ARLU) is designed to provide investors with a defined outcome, specifically targeting a return profile based on the performance of the S&P 500, while incorporating a buffer against the first 15% of losses. Under normal market conditions, the fund invests at least 80% of its net assets in financial instruments exhibiting economic characteristics akin to U.S. equity securities. The funds advisor primarily invests in FLEX (Flexible Exchange) Options, which are exchange-traded options that allow for customization in terms of strike prices and expiration dates. These options are typically collateralized by U.S. Treasury securities and reference the performance of an underlying ETF. The fund is non-diversified, meaning it may concentrate its investments in a limited number of securities, which can increase risk.
As of the latest data, ARLU has an average trading volume of 4,018 shares over the past 20 days, with a last price of $26.71. The funds moving averages indicate a recent price level slightly below its 20-day SMA of $27.59 but closely aligned with its 50-day SMA of $27.65 and 200-day SMA of $26.77. The Average True Range (ATR) of 0.23 suggests relatively stable price movements. The funds assets under management (AUM) total $25.92 million, reflecting moderate scale within its category.
3-Month Forecast: Based on the current technical and fundamental data, ARLU is expected to trade within a narrow range, potentially oscillating between $26.50 and $28.00 over the next three months. The funds proximity to its 200-day SMA suggests potential resistance at higher price levels, while the buffer mechanism may limit downside volatility. The S&P 500s performance will remain a critical driver of the funds returns, with the buffer providing protection against the first 15% of losses. Investors should monitor the funds liquidity and the broader market conditions, as these factors could influence its performance.
Additional Sources for ARLU ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
ARLU ETF Overview
Market Cap in USD | 26m |
Category | Defined Outcome |
TER | 0.74% |
IPO / Inception | 2024-03-28 |
ARLU ETF Ratings
Growth 5y | 37.1% |
Fundamental | - |
Dividend | 0.0% |
Rel. Strength Industry | -4.18 |
Analysts | - |
Fair Price Momentum | 23.38 USD |
Fair Price DCF | - |
ARLU Dividends
No Dividends PaidARLU Growth Ratios
Growth Correlation 3m | -31.3% |
Growth Correlation 12m | 86.8% |
Growth Correlation 5y | 86.8% |
CAGR 5y | 4.28% |
CAGR/Max DD 5y | 0.45 |
Sharpe Ratio 12m | 1.38 |
Alpha | -5.11 |
Beta | 0.80 |
Volatility | 21.20% |
Current Volume | 3.7k |
Average Volume 20d | 2.3k |
As of March 15, 2025, the stock is trading at USD 26.06 with a total of 3,686 shares traded.
Over the past week, the price has changed by -2.40%, over one month by -7.67%, over three months by -7.51% and over the past year by +4.28%.
Partly, yes. Based on ValueRay Analyses, AIM Products Trust - (BATS:ARLU) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 37.10 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of ARLU as of March 2025 is 23.38. This means that ARLU is currently overvalued and has a potential downside of -10.28%.
AIM Products Trust - has no consensus analysts rating.
According to ValueRays Forecast Model, ARLU AIM Products Trust - will be worth about 26.3 in March 2026. The stock is currently trading at 26.06. This means that the stock has a potential upside of +1.04%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 26.3 | 1% |