Allianzgi Vertible Financial Statements From 2010 to 2024
| ANCMXDelisted Fund | USD 31.67 0.00 0.00% |
Check Allianzgi Vertible financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Allianzgi Vertible'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 Vertible Valuation or Volatility modules.
Allianzgi |
Allianzgi Vertible Fund Mutual Fund Five Year Return Analysis
Allianzgi Vertible's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Allianzgi Vertible Five Year Return | 10.42 % |
Most of Allianzgi Vertible's fundamental indicators, such as Five Year 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 Vertible Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAllianzgi Vertible Five Year Return Component Assessment
According to the company disclosure, Allianzgi Vertible Fund has a Five Year Return of 10.4163%. This is 207.27% higher than that of the Allianz Funds family and 146.1% higher than that of the Convertibles category. The five year return for all United States funds is notably lower than that of the firm.
Allianzgi Vertible Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Allianzgi Vertible's current stock value. Our valuation model uses many indicators to compare Allianzgi Vertible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Allianzgi Vertible competition to find correlations between indicators driving Allianzgi Vertible's intrinsic value. More Info.Allianzgi Vertible Fund is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 430.32 of Year To Date Return per Annual Yield. 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 Vertible's earnings, one of the primary drivers of an investment's value.About Allianzgi Vertible Financial Statements
Allianzgi Vertible investors use historical fundamental indicators, such as Allianzgi Vertible'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 Vertible. 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 convertible securities. Allianzgi Convertible is traded on NASDAQ Exchange in the United States.
Also Currently Popular
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.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Other Consideration for investing in Allianzgi Mutual Fund
If you are still planning to invest in Allianzgi Vertible check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Allianzgi Vertible's history and understand the potential risks before investing.
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