Allianzgi Vertible Financial Statements From 2010 to 2024
| ANNPX Fund | USD 32.62 0.26 0.80% |
Check Allianzgi Vertible financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Allianzgi main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Allianzgi financial statements analysis is a perfect complement when working with Allianzgi Vertible Valuation or Volatility modules.
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Allianzgi Vertible Fund Mutual Fund Five Year Return Analysis
Allianzgi Vertible'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 Vertible Five Year Return | 10.89 % |
Most of Allianzgi Vertible'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 Vertible Fund 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.
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According to the company disclosure, Allianzgi Vertible Fund has a Five Year Return of 10.8863%. This is much higher than that of the Allianz Global Investors family and significantly higher than that of the Convertibles category. The five year return for all United States funds is notably lower than that of the firm.
Allianzgi Vertible Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Allianzgi Vertible's current stock value. Our valuation model uses many indicators to compare Allianzgi Vertible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Allianzgi Vertible competition to find correlations between indicators driving Allianzgi Vertible's intrinsic value. More Info.Allianzgi Vertible Fund is the top fund in annual yield among similar funds. It is the top fund in year to date return among similar funds creating about 515.22 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Allianzgi Vertible by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Allianzgi Vertible's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Vertible's earnings, one of the primary drivers of an investment's value.About Allianzgi Vertible Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Allianzgi Vertible income statement, its balance sheet, and the statement of cash flows. Allianzgi Vertible investors use historical funamental indicators, such as Allianzgi Vertible's revenue or net income, to determine how well the company is positioned to perform in the future. Although Allianzgi Vertible investors may use each financial statement separately, they are all related. The changes in Allianzgi Vertible's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Allianzgi Vertible's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Allianzgi Vertible Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Allianzgi Vertible. 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 convertible securities. Convertible securities include, but are not limited to, corporate bonds, debentures, notes or preferred stocks and their hybrids that can be converted into equity securities or other securities that provide an opportunity for equity participation.
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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.Check out the analysis of Allianzgi Vertible Correlation against competitors. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.