Allianzgi Small-cap Financial Statements From 2010 to 2025
| AZBAX Fund | USD 22.42 0.09 0.40% |
Check Allianzgi Small-cap financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Allianzgi Small-cap'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 Small-cap Valuation or Volatility modules.
ALLIANZGI |
Allianzgi Small Cap Blend Mutual Fund Five Year Return Analysis
Allianzgi Small-cap'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 Small-cap Five Year Return | 7.75 % |
Most of Allianzgi Small-cap'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 Small Cap Blend 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 Small Cap Blend has a Five Year Return of 7.7538%. This is much higher than that of the Allianz Global Investors family and significantly higher than that of the Small Blend category. The five year return for all United States funds is notably lower than that of the firm.
Allianzgi Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Allianzgi Small-cap's current stock value. Our valuation model uses many indicators to compare Allianzgi Small-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Allianzgi Small-cap competition to find correlations between indicators driving Allianzgi Small-cap's intrinsic value. More Info.Allianzgi Small Cap Blend is second largest fund in annual yield among similar funds. It also is second largest fund in year to date return among similar funds creating about 651.33 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 Small-cap's earnings, one of the primary drivers of an investment's value.About Allianzgi Small-cap Financial Statements
Allianzgi Small-cap investors use historical fundamental indicators, such as Allianzgi Small-cap'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 Small-cap. 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 companies with smaller market capitalizations. The manager expects to invest principally in U.S. companies but may invest to a lesser extent in non-U.S. companies. The manager currently considers smaller market capitalization companies to be companies with market capitalizations that are smaller than the largest company in the funds benchmark, the Russell 2000 Index.
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 Small-cap 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 Small-cap security.
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