Allianzgi Focused Growth Manager Performance
| AOGPXDelisted Fund | USD 45.88 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.0982, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Allianzgi Focused are expected to decrease at a much lower rate. During the bear market, Allianzgi Focused is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Allianzgi Focused Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Allianzgi Focused is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7100 |
Allianzgi |
Allianzgi Focused Relative Risk vs. Return Landscape
If you would invest 4,588 in Allianzgi Focused Growth on September 3, 2024 and sell it today you would earn a total of 0.00 from holding Allianzgi Focused Growth or generate 0.0% return on investment over 90 days. Allianzgi Focused Growth is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Allianzgi, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Allianzgi Focused Current Valuation
Overvalued
Today
Please note that Allianzgi Focused's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Allianzgi Focused Growth shows a prevailing Real Value of $42.14 per share. The current price of the fund is $45.88. We determine the value of Allianzgi Focused Growth from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Allianzgi Focused is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Allianzgi Mutual Fund. However, Allianzgi Focused's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 45.88 | Real 42.14 | Hype 45.88 | Naive 45.0 |
The intrinsic value of Allianzgi Focused's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Allianzgi Focused's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Allianzgi Focused Growth helps investors to forecast how Allianzgi mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Allianzgi Focused more accurately as focusing exclusively on Allianzgi Focused's fundamentals will not take into account other important factors: Allianzgi Focused Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Allianzgi Focused's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Allianzgi Focused Growth, and traders can use it to determine the average amount a Allianzgi Focused'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 = 0.0
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| AOGPX |
Based on monthly moving average Allianzgi Focused is not performing at its full potential. However, 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 Focused by adding Allianzgi Focused to a well-diversified portfolio.
Allianzgi Focused Fundamentals Growth
Allianzgi Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Allianzgi Focused, and Allianzgi Focused 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 | 23.33 X | |||
| Price To Book | 4.76 X | |||
| Price To Sales | 2.58 X | |||
| Total Asset | 1.01 B | |||
About Allianzgi Focused Performance
Evaluating Allianzgi Focused's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Allianzgi Focused has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Allianzgi Focused has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by normally investing primarily in equity securities of U.S. companies with market capitalizations of at least 1 billion. Allianzgi Focused is traded on NASDAQ Exchange in the United States.Things to note about Allianzgi Focused Growth performance evaluation
Checking the ongoing alerts about Allianzgi Focused for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Allianzgi Focused Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Allianzgi Focused is not yet fully synchronised with the market data | |
| Allianzgi Focused has a very high chance of going through financial distress in the upcoming years | |
| The fund holds 96.89% of its assets under management (AUM) in equities |
- Analyzing Allianzgi Focused'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 Focused's stock is overvalued or undervalued compared to its peers.
- Examining Allianzgi Focused'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 Focused's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Allianzgi Focused's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Allianzgi Focused's mutual fund. These opinions can provide insight into Allianzgi Focused's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.
Other Consideration for investing in Allianzgi Mutual Fund
If you are still planning to invest in Allianzgi Focused Growth check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Allianzgi Focused's history and understand the potential risks before investing.
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Global Correlations Find global opportunities by holding instruments from different markets |