Allianzgi Global Financial Statements From 2010 to 2024
| ASUAX Fund | USD 12.42 0.01 0.08% |
Check Allianzgi Global financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Allianzgi Global'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 Global Valuation or Volatility modules.
Allianzgi |
Allianzgi Global Sustainability Mutual Fund Five Year Return Analysis
Allianzgi Global'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 Global Five Year Return | 6.28 % |
Most of Allianzgi Global'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 Global Sustainability 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.
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According to the company disclosure, Allianzgi Global Sustainability has a Five Year Return of 6.2842%. This is much higher than that of the Allianz Global Investors family and significantly higher than that of the World Large-Stock Blend category. The five year return for all United States funds is notably lower than that of the firm.
Allianzgi Global Sus Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Allianzgi Global's current stock value. Our valuation model uses many indicators to compare Allianzgi Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Allianzgi Global competition to find correlations between indicators driving Allianzgi Global's intrinsic value. More Info.Allianzgi Global Sustainability 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 57.52 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 Global's earnings, one of the primary drivers of an investment's value.About Allianzgi Global Financial Statements
Allianzgi Global investors use historical fundamental indicators, such as Allianzgi Global'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 Global. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by creating a portfolio of global equities with a focus on companies that the portfolio managers believe exhibit strong records with respect to environmental, social, and corporate governance factors. It normally invests primarily in equity securities of both U.S. and non-U.S. companies, including emerging market securities. Under normal market conditions, the fund will invest at least 40 percent of its assets in non-U.S. securities.
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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 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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