Allianz Global Financial Statements From 2010 to 2025
| AVSCX Fund | USD 11.84 0.03 0.25% |
Check Allianz Global financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Allianz Global's main balance sheet or income statement drivers, such as , as well as many indicators such as . Allianz financial statements analysis is a perfect complement when working with Allianz Global Valuation or Volatility modules.
Allianz |
Allianz Global Investors Mutual Fund Year To Date Return Analysis
Allianz Global's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Allianz Global Year To Date Return | (0.07) % |
Most of Allianz Global's fundamental indicators, such as Year To Date 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, Allianz Global Investors is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Allianz Global Investors has a Year To Date Return of -0.0712%. This is 102.38% lower than that of the Allianz Funds family and significantly lower than that of the Small Blend category. The year to date return for all United States funds is notably higher than that of the company.
Allianz Global Investors Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Allianz Global's current stock value. Our valuation model uses many indicators to compare Allianz Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Allianz Global competition to find correlations between indicators driving Allianz Global's intrinsic value. More Info.Allianz Global Investors is second largest fund in price to earning among similar funds. It also is second largest fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Allianz Global Investors is roughly 8.84 . 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 Allianz Global's earnings, one of the primary drivers of an investment's value.About Allianz Global Financial Statements
Allianz Global investors use historical fundamental indicators, such as Allianz Global'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 Allianz Global. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in a diverse group of U.S. small cap companies across market sectors and industry groups. The advisor seeks securities of companies that it expects to have higher returns by placing an enhanced emphasis on securities of companies with smaller market capitalizations and securities of companies with higher profitability and value characteristics relative to other U.S. small cap companies.
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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 Allianz Mutual Fund
Allianz Global financial ratios help investors to determine whether Allianz 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 Allianz with respect to the benefits of owning Allianz Global security.
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