Allianz Clean (Germany) Manager Performance Evaluation
| 0P0001KV2H | 127.89 1.13 0.88% |
The fund shows a Beta (market volatility) of 0.1, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Allianz Clean's returns are expected to increase less than the market. However, during the bear market, the loss of holding Allianz Clean is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Allianz Clean Planet has generated negative risk-adjusted returns adding no value to fund investors. Despite latest weak performance, the Fund's basic indicators remain persistent and the latest mess on Wall Street may also be a sign of long-standing gains for the fund institutional investors.
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Allianz Clean Relative Risk vs. Return Landscape
If you would invest 14,045 in Allianz Clean Planet on December 14, 2024 and sell it today you would lose (1,256) from holding Allianz Clean Planet or give up 8.94% of portfolio value over 90 days. Allianz Clean Planet is generating negative expected returns and assumes 0.8904% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than Allianz, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Allianz Clean Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Allianz Clean's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Allianz Clean Planet, and traders can use it to determine the average amount a Allianz Clean's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1738
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| Negative Returns | 0P0001KV2H |
Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Allianz Clean is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Allianz Clean by adding Allianz Clean to a well-diversified portfolio.
Things to note about Allianz Clean Planet performance evaluation
Checking the ongoing alerts about Allianz Clean for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Allianz Clean Planet help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Allianz Clean Planet generated a negative expected return over the last 90 days |
- Analyzing Allianz Clean's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Allianz Clean's stock is overvalued or undervalued compared to its peers.
- Examining Allianz Clean's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Allianz Clean's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Allianz Clean's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Allianz Clean's fund. These opinions can provide insight into Allianz Clean's potential for growth and whether the stock is currently undervalued or overvalued.
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