Allianzgi International Financial Statements From 2010 to 2024
| ALOIX Fund | USD 31.65 0.39 1.25% |
Check Allianzgi International financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Allianzgi International's main balance sheet or income statement drivers, such as , as well as many indicators such as . Allianzgi financial statements analysis is a perfect complement when working with Allianzgi International Valuation or Volatility modules.
Allianzgi |
Allianzgi International Small Cap Mutual Fund Year To Date Return Analysis
Allianzgi International's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Allianzgi International Year To Date Return | 4.41 % |
Most of Allianzgi International's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Allianzgi International Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Allianzgi International Small Cap has a Year To Date Return of 4.4088%. This is much higher than that of the Allianz Global Investors family and significantly higher than that of the Foreign Small/Mid Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Allianzgi International Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Allianzgi International's current stock value. Our valuation model uses many indicators to compare Allianzgi International value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Allianzgi International competition to find correlations between indicators driving Allianzgi International's intrinsic value. More Info.Allianzgi International Small Cap is second largest fund in price to earning among similar funds. It also is second largest fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Allianzgi International Small Cap is roughly 8.22 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Allianzgi International's earnings, one of the primary drivers of an investment's value.About Allianzgi International Financial Statements
Allianzgi International investors use historical fundamental indicators, such as Allianzgi International's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Allianzgi International. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by normally investing at least 80 percent of its net assets in companies with smaller market capitalizations. It currently defines companies with smaller market capitalizations as those with market capitalizations comparable to companies included in the MSCI ACWI ex U.S. Small Cap Index. The advisor expects to maintain a weighted-average market capitalization between 50 percent and 200 percent of the weighted-average market capitalization of the securities in the MSCI ACWI ex U.S. Small-Cap Index.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Allianzgi Mutual Fund
Allianzgi International 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 International security.
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