Allianzgi Global Competition

AWTAX Fund

USD 19.17 0.09 0.47%

Allianzgi Global Water competes with Goldman Sachs, Columbia Real, Nexpoint Real, Guggenheim Risk, and Deutsche Real; as well as few others. The fund is listed under Natural Resources category and is part of Allianz Global Investors family. Analyzing Allianzgi Global competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Allianzgi Global to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Allianzgi Global Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Allianzgi Global competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
17.75	19.17	20.59

Details

Intrinsic

Valuation

Low	Real	High
18.14	19.56	20.98

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Allianzgi Global. Your research has to be compared to or analyzed against Allianzgi Global's peers to derive any actionable benefits. When done correctly, Allianzgi Global's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Allianzgi Global Water.

Allianzgi Global Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Allianzgi Global and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Allianzgi and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Allianzgi Global Water does not affect the price movement of the other competitor.

	GMJPX	CREYX	NRSCX	GURPX	RRRZX	REPIX	PHRAX
GMJPX		0.96	0.08	0.93	0.95	0.94	0.92	GMJPX
CREYX	0.96		0.09	0.98	0.98	0.95	0.94	CREYX
NRSCX	0.08	0.09		0.11	0.18	0.29	0.03	NRSCX
GURPX	0.93	0.98	0.11		0.97	0.93	0.96	GURPX
RRRZX	0.95	0.98	0.18	0.97		0.98	0.94	RRRZX
REPIX	0.94	0.95	0.29	0.93	0.98		0.9	REPIX
PHRAX	0.92	0.94	0.03	0.96	0.94	0.9		PHRAX
	GMJPX	CREYX	NRSCX	GURPX	RRRZX	REPIX	PHRAX

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Risk-Adjusted Indicators

There is a big difference between Allianzgi Mutual Fund performing well and Allianzgi Global Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Allianzgi Global's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Treynor Ratio	Potential Upside	Value @Risk	Maximum Drawdown
GMJPX	0.83	(0.19)	(0.33)	1.45	(2.05)	6.48
CREYX	0.73	(0.13)	(0.23)	1.22	(1.47)	5.49
NRSCX	0.24	(0.04)	(0.64)	0.43	(0.36)	3.21
GURPX	0.68	(0.15)	(0.32)	1.24	(1.83)	5.09
RRRZX	0.80	(0.16)	(0.32)	1.35	(1.62)	6.80
REPIX	1.23	(0.23)	(0.45)	1.87	(2.96)	8.44
PHRAX	0.84	(0.21)	(0.45)	1.23	(1.88)	9.55

Unable to evaluate fundamental data of [GMJPX, CREYX, NRSCX, GURPX, RRRZX, REPIX, PHRAX] at this time. Please try again later

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Allianzgi Global Competitive Analysis

The better you understand Allianzgi Global competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Allianzgi Global's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Allianzgi Global's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	AWTAX	GMJPX	CREYX	NRSCX	GURPX	RRRZX	REPIX	PHRAX
	0.47 19.17 Allianzgi	0.84 12.07 Goldman	0.20 10.07 Columbia	0.06 16.42 Nexpoint	0.79 32.02 Guggenheim	0.74 21.78 Deutsche	1.04 41.68 Real	0.21 18.89 Virtus
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Hold	Hold	Cautious Hold	Hold	Hold	Cautious Hold	Hold
Net Asset	803.16 M	114.69 M	321.38 M	N/A	397.68 M	1.27 B	4.65 M	388.18 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	15 K	N/A
Price To Book	2.70 X	N/A	N/A	N/A	N/A	2.55 X	2.69 X	2.98 X
Five Year Return	6.67 %	3.92 %	5.42 %	2.79 %	5.22 %	3.61 %	(1.08) %	5.48 %
One Year Return	6.51 %	7.72 %	9.18 %	0.44 %	5.76 %	7.75 %	2.44 %	11.92 %
Last Dividend Paid	0.04	0.06	0.07	0.11	0.13	0.1	0.4	0.08
Price To Earning	21.23 X	N/A	N/A	N/A	N/A	29.26 X	32.84 X	32.15 X
Price To Sales	1.63 X	N/A	N/A	N/A	N/A	7.60 X	6.29 X	8.45 X
Cash Position Weight	1.69 %	0.01 %	0.93 %	N/A	16.48 %	0.81 %	23.78 %	0.43 %
Equity Positions Weight	98.31 %	99.99 %	99.07 %	N/A	84.03 %	99.19 %	75.18 %	99.57 %
Three Year Return	(1.50) %	(2.09) %	(0.54) %	(0.55) %	(2.21) %	(2.95) %	(10.25) %	(1.86) %
Annual Yield	0.01 %	0.02 %	0.01 %	0 %	0.02 %	0.02 %	0.02 %	0.02 %
Year To Date Return	6.07 %	5.59 %	7.04 %	0.11 %	3.79 %	5.70 %	1.27 %	9.63 %
Ten Year Return	9.37 %	8.05 %	8.17 %	N/A	N/A	9.29 %	9.16 %	8.27 %
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	19.17	12.07	10.07	16.42	32.02	21.78	41.68	18.89
Period Momentum Indicator	0.09	0.1	0.02	0.01	0.25	0.16	0.43	0.04
Rate Of Daily Change	1.0	1.01	1.0	1.0	1.01	1.01	1.01	1.0
Day Median Price	19.17	12.07	10.07	16.42	32.02	21.78	41.68	18.89
Price Action Indicator	0.045	0.05	0.01	0.005	0.13	0.08	0.21	0.02
Coefficient Of Variation	(675.67)	(731.27)	(961.31)	(1,723)	(717.26)	(828.80)	(801.12)	(730.29)
Mean Deviation	0.6442	0.827	0.733	0.2392	0.6836	0.8002	1.23	0.8406
Jensen Alpha	(0.25)	(0.19)	(0.13)	(0.04)	(0.15)	(0.16)	(0.23)	(0.21)
Total Risk Alpha	(0.28)	(0.22)	(0.15)	(0.05)	(0.18)	(0.19)	(0.28)	(0.26)
Standard Deviation	1.39	1.17	0.9754	0.4403	0.9266	1.1	1.62	1.38
Kurtosis	41.45	3.32	2.65	26.23	2.8	5.86	1.64	16.09
Potential Upside	0.9058	1.45	1.22	0.4289	1.24	1.35	1.87	1.23
Treynor Ratio	(0.20)	(0.33)	(0.23)	(0.64)	(0.32)	(0.32)	(0.45)	(0.45)
Maximum Drawdown	12.13	6.48	5.49	3.21	5.09	6.8	8.44	9.55
Variance	1.93	1.36	0.9514	0.1939	0.8585	1.21	2.62	1.91
Market Risk Adjusted Performance	(0.19)	(0.32)	(0.22)	(0.63)	(0.31)	(0.31)	(0.44)	(0.44)
Risk Adjusted Performance	(0.11)	(0.11)	(0.08)	(0.05)	(0.11)	(0.09)	(0.09)	(0.11)
Skewness	(5.72)	(1.21)	(0.98)	(3.96)	(1.08)	(1.57)	(0.77)	(3.20)
Information Ratio	(0.18)	(0.18)	(0.15)	(0.16)	(0.19)	(0.16)	(0.15)	(0.17)
Value At Risk	(0.92)	(2.05)	(1.47)	(0.36)	(1.83)	(1.62)	(2.96)	(1.88)

Allianzgi Global Competition Performance Charts

Five steps to successful analysis of Allianzgi Global Competition

Allianzgi Global's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Allianzgi Global Water in relation to its competition. Allianzgi Global's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Allianzgi Global in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Allianzgi Global's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Allianzgi Global Water, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Allianzgi Global position

In addition to having Allianzgi Global in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Communication

Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Communication theme has 61 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Communication Theme or any other thematic opportunities.

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Other Information on Investing in Allianzgi Mutual Fund

Allianzgi Global financial ratios help investors to determine whether Allianzgi Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Allianzgi with respect to the benefits of owning Allianzgi Global security.

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