Allianzgi Nfj Mid Cap Fund Manager Performance Evaluation
The fund shows a Beta (market volatility) of 0.23, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Allianzgi Nfj's returns are expected to increase less than the market. However, during the bear market, the loss of holding Allianzgi Nfj is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Allianzgi Nfj Mid Cap are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Allianzgi Nfj may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more| Expense Ratio Date | 6th of November 2020 | |
| Expense Ratio | 0.6500 |
Allianzgi |
Allianzgi Nfj Relative Risk vs. Return Landscape
If you would invest 2,699 in Allianzgi Nfj Mid Cap on October 15, 2025 and sell it today you would earn a total of 272.00 from holding Allianzgi Nfj Mid Cap or generate 10.08% return on investment over 90 days. Allianzgi Nfj Mid Cap is currently producing 0.1624% returns and takes up 0.9975% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Allianzgi, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Allianzgi Nfj Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Allianzgi Nfj's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Allianzgi Nfj Mid Cap, and traders can use it to determine the average amount a Allianzgi Nfj'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 = 0.1628
| High Returns | Best Equity | |||
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| Small Returns | PRNIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Based on monthly moving average Allianzgi Nfj is performing at about 12% 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 Nfj by adding it to a well-diversified portfolio.
Allianzgi Nfj Fundamentals Growth
Allianzgi Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Allianzgi Nfj, and Allianzgi Nfj 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.
| Price To Earning | 14.38 X | ||||
| Price To Book | 1.77 X | ||||
| Price To Sales | 0.96 X | ||||
| Total Asset | 435.34 M | ||||
Things to note about Allianzgi Nfj Mid performance evaluation
Checking the ongoing alerts about Allianzgi Nfj for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Allianzgi Nfj Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Allianzgi Nfj Mid is not yet fully synchronised with the market data | |
| Allianzgi Nfj Mid has some characteristics of a very speculative penny stock | |
| The fund maintains 99.08% of its assets in stocks |
- Analyzing Allianzgi Nfj'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 Nfj's stock is overvalued or undervalued compared to its peers.
- Examining Allianzgi Nfj'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 Nfj's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Allianzgi Nfj's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Allianzgi Nfj's mutual fund. These opinions can provide insight into Allianzgi Nfj's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Allianzgi Mutual Fund
Allianzgi Nfj 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 Nfj security.
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