Allianzgi Diversified Income Fund Manager Performance Evaluation
| XACVX Fund | USD 22.53 0.03 0.13% |
The fund shows a Beta (market volatility) of 0.2, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Allianzgi Diversified's returns are expected to increase less than the market. However, during the bear market, the loss of holding Allianzgi Diversified is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Allianzgi Diversified Income are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Allianzgi Diversified is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 2.0300 |
Allianzgi |
Allianzgi Diversified Relative Risk vs. Return Landscape
If you would invest 2,211 in Allianzgi Diversified Income on October 8, 2024 and sell it today you would earn a total of 42.00 from holding Allianzgi Diversified Income or generate 1.9% return on investment over 90 days. Allianzgi Diversified Income is currently producing 0.034% returns and takes up 0.8621% volatility of returns over 90 trading days. Put another way, 7% 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 Diversified Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Allianzgi Diversified's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Allianzgi Diversified Income, and traders can use it to determine the average amount a Allianzgi Diversified'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 = 0.0395
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XACVX |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Allianzgi Diversified is performing at about 3% of its full potential. 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 Diversified by adding it to a well-diversified portfolio.
Allianzgi Diversified Fundamentals Growth
Allianzgi Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Allianzgi Diversified, and Allianzgi Diversified 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.
About Allianzgi Diversified Performance
Evaluating Allianzgi Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Allianzgi Diversified has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Allianzgi Diversified has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Allianzgi Diversified is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Allianzgi Diversified performance evaluation
Checking the ongoing alerts about Allianzgi Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Allianzgi Diversified help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Allianzgi Diversified's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Allianzgi Diversified's mutual fund performance include:- Analyzing Allianzgi Diversified'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 Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Allianzgi Diversified'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 Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Allianzgi Diversified's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Allianzgi Diversified's mutual fund. These opinions can provide insight into Allianzgi Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Allianzgi Mutual Fund
Allianzgi Diversified 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 Diversified security.
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