Allianzgi Convertible Financial Statements From 2010 to 2024
| ANNPX Fund | USD 36.92 0.33 0.90% |
Check Allianzgi Convertible financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Allianzgi Convertible's main balance sheet or income statement drivers, such as , as well as many indicators such as . Allianzgi financial statements analysis is a perfect complement when working with Allianzgi Convertible Valuation or Volatility modules.
Allianzgi |
Allianzgi Vertible Fund Mutual Fund Five Year Return Analysis
Allianzgi Convertible's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Allianzgi Convertible Five Year Return | 11.28 % |
Most of Allianzgi Convertible's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Allianzgi Vertible Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Allianzgi Vertible Fund has a Five Year Return of 11.2808%. This is much higher than that of the Allianz Global Investors family and significantly higher than that of the Convertibles category. The five year return for all United States funds is notably lower than that of the firm.
Allianzgi Convertible Fundamental Drivers 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 2,091 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.About Allianzgi Convertible Financial Statements
Allianzgi Convertible investors use historical fundamental indicators, such as Allianzgi Convertible's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Allianzgi Convertible. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by normally investing at least 80 percent of its net assets in convertible securities. Convertible securities include, but are not limited to, corporate bonds, debentures, notes or preferred stocks and their hybrids that can be converted into equity securities or other securities that provide an opportunity for equity participation.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |