Allianzgi Short Financial Statements From 2010 to 2024
| ASHIX Fund | USD 13.69 0.02 0.15% |
Check Allianzgi Short financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Allianzgi Short'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 Short Valuation or Volatility modules.
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Allianzgi Short Duration Mutual Fund Five Year Return Analysis
Allianzgi Short'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 Short Five Year Return | 5.36 % |
Most of Allianzgi Short'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 Short Duration 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 Short Duration has a Five Year Return of 5.3604%. This is much higher than that of the Allianz Global Investors family and significantly higher than that of the High Yield Bond category. The five year return for all United States funds is notably lower than that of the firm.
Allianzgi Short Duration Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Allianzgi Short's current stock value. Our valuation model uses many indicators to compare Allianzgi Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Allianzgi Short competition to find correlations between indicators driving Allianzgi Short's intrinsic value. More Info.Allianzgi Short Duration is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 1,861 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 Short's earnings, one of the primary drivers of an investment's value.About Allianzgi Short Financial Statements
Allianzgi Short investors use historical fundamental indicators, such as Allianzgi Short'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 Short. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by normally investing at least 80 percent of its net assets in debt securities issued by public and private companies, which are rated below investment grade, while maintaining an average duration of less than three years, and in derivatives and other synthetic instruments that have economic characteristics similar to such debt securities.
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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 Short 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 Short security.
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