Allianzgi Vertible Fund Manager Performance
The fund shows a Beta (market volatility) of 0.0, which signifies not very significant fluctuations relative to the market. the returns on MARKET and Allianzgi Vertible are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Allianzgi Vertible Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Allianzgi Vertible is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7100 |
Allianzgi |
Allianzgi Vertible Relative Risk vs. Return Landscape
If you would invest (100.00) in Allianzgi Vertible Fund on December 24, 2024 and sell it today you would earn a total of 100.00 from holding Allianzgi Vertible Fund or generate -100.0% return on investment over 90 days. Allianzgi Vertible Fund is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Allianzgi, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Allianzgi Vertible Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Allianzgi Vertible's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Allianzgi Vertible Fund, and traders can use it to determine the average amount a Allianzgi Vertible'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 = 0.0
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Based on monthly moving average Allianzgi Vertible 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 Allianzgi Vertible by adding Allianzgi Vertible to a well-diversified portfolio.
Allianzgi Vertible Fundamentals Growth
Allianzgi Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Allianzgi Vertible, and Allianzgi Vertible fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Allianzgi Mutual Fund performance.
| Total Asset | 1.76 B | |||
Things to note about Allianzgi Vertible performance evaluation
Checking the ongoing alerts about Allianzgi Vertible for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Allianzgi Vertible help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Allianzgi Vertible is not yet fully synchronised with the market data | |
| Allianzgi Vertible has some characteristics of a very speculative penny stock | |
| Allianzgi Vertible has a very high chance of going through financial distress in the upcoming years | |
| The fund generated three year return of -2.0% | |
| Allianzgi Vertible holds most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Allianzgi Vertible'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 Allianzgi Vertible's stock is overvalued or undervalued compared to its peers.
- Examining Allianzgi Vertible'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 Allianzgi Vertible's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Allianzgi Vertible's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Allianzgi Vertible's mutual fund. These opinions can provide insight into Allianzgi Vertible's potential for growth and whether the stock is currently undervalued or overvalued.
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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
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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