Allianzgi Global Financial Statements From 2010 to 2024
| AWTAX Fund | USD 19.21 0.04 0.21% |
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 Water Mutual Fund Year To Date Return Analysis
Allianzgi Global'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 Global Year To Date Return | 6.07 % |
Most of Allianzgi Global'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 Global Water 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 Global Water has a Year To Date Return of 6.069%. This is much higher than that of the Allianz Global Investors family and significantly higher than that of the Natural Resources category. The year to date return for all United States funds is notably lower than that of the firm.
Allianzgi Global Water 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 Water is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Allianzgi Global Water is roughly 7.86 . 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 objective by investing, under normal circumstances, at least 80 percent of its net assets in common stocks and other equity securities of companies that are represented in one or more of the SP Global Water Index, the NASDAQ OMX U.S. Water or Global Water Indices or the S-Network Global Water Index , or that are substantially engaged in water-related activities. The fund is non-diversified.
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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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