Allianzim Equity Buffer15 Etf Performance
| NVBU Etf | 25.23 0.28 1.12% |
The etf shows a Beta (market volatility) of -0.0323, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning AllianzIM Equity are expected to decrease at a much lower rate. During the bear market, AllianzIM Equity is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days AllianzIM Equity Buffer15 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable fundamental drivers, AllianzIM Equity is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors. ...more
AllianzIM |
AllianzIM Equity Relative Risk vs. Return Landscape
If you would invest 2,611 in AllianzIM Equity Buffer15 on December 26, 2024 and sell it today you would lose (88.00) from holding AllianzIM Equity Buffer15 or give up 3.37% of portfolio value over 90 days. AllianzIM Equity Buffer15 is currently does not generate positive expected returns and assumes 0.695% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than AllianzIM, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
AllianzIM Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for AllianzIM Equity's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as AllianzIM Equity Buffer15, and traders can use it to determine the average amount a AllianzIM Equity'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 = -0.0788
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | NVBU |
Estimated Market Risk
| 0.7 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average AllianzIM Equity 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 AllianzIM Equity by adding AllianzIM Equity to a well-diversified portfolio.
About AllianzIM Equity Performance
Assessing AllianzIM Equity's fundamental ratios provides investors with valuable insights into AllianzIM Equity's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the AllianzIM Equity is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| AllianzIM Equity generated a negative expected return over the last 90 days |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in AllianzIM Equity Buffer15. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.
The market value of AllianzIM Equity Buffer15 is measured differently than its book value, which is the value of AllianzIM that is recorded on the company's balance sheet. Investors also form their own opinion of AllianzIM Equity's value that differs from its market value or its book value, called intrinsic value, which is AllianzIM Equity's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because AllianzIM Equity's market value can be influenced by many factors that don't directly affect AllianzIM Equity's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between AllianzIM Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if AllianzIM Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, AllianzIM Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.