Allianzgi Convertible Financials
| ANNPX Fund | USD 34.87 0.47 1.37% |
Allianzgi |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Allianzgi Convertible Fund Summary
Allianzgi Convertible competes with Morgan Stanley, Allianzgi Income, Stocksplus Total, Lord Abbett, and Cohen Steers. 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.Specialization | Convertibles, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US01900C6497 |
| Business Address | Virtus Strategy Trust |
| Mutual Fund Family | Allianz Global Investors |
| Mutual Fund Category | Convertibles |
| Benchmark | Dow Jones Industrial |
| Phone | 800 243 1574 |
| Currency | USD - US Dollar |
Allianzgi Convertible Key Financial Ratios
Allianzgi Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Allianzgi Convertible's current stock value. Our valuation model uses many indicators to compare Allianzgi Convertible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Allianzgi Convertible competition to find correlations between indicators driving Allianzgi Convertible'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 26.15 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 Convertible's earnings, one of the primary drivers of an investment's value.Allianzgi Convertible Systematic Risk
Allianzgi Convertible's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Allianzgi Convertible volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Allianzgi Convertible correlated with the market. If Beta is less than 0 Allianzgi Convertible generally moves in the opposite direction as compared to the market. If Allianzgi Convertible Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Allianzgi Convertible is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Allianzgi Convertible is generally in the same direction as the market. If Beta > 1 Allianzgi Convertible moves generally in the same direction as, but more than the movement of the benchmark.
Allianzgi Convertible March 25, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Allianzgi Convertible help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Allianzgi Vertible Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Allianzgi Vertible Fund based on widely used predictive technical indicators. In general, we focus on analyzing Allianzgi Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Allianzgi Convertible's daily price indicators and compare them against related drivers.
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 3.27 | |||
| Value At Risk | (1.41) | |||
| Potential Upside | 1.33 |
Other Information on Investing in Allianzgi Mutual Fund
Allianzgi Convertible 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 Convertible security.
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