Nationwide Allianzgi International Fund Manager Performance Evaluation
The fund secures a Beta (Market Risk) of 0.44, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Nationwide Allianzgi's returns are expected to increase less than the market. However, during the bear market, the loss of holding Nationwide Allianzgi is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Nationwide Allianzgi International has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward-looking indicators, Nationwide Allianzgi is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.8200 |
Nationwide |
Nationwide Allianzgi Relative Risk vs. Return Landscape
If you would invest 2,081 in Nationwide Allianzgi International on September 11, 2024 and sell it today you would lose (5.00) from holding Nationwide Allianzgi International or give up 0.24% of portfolio value over 90 days. Nationwide Allianzgi International is currently producing negative expected returns and takes up 0.8628% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Nationwide, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Nationwide Allianzgi Current Valuation
Undervalued
Today
Please note that Nationwide Allianzgi's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Nationwide Allianzgi secures a last-minute Real Value of $19.41 per share. The latest price of the fund is $20.76. We determine the value of Nationwide Allianzgi from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Nationwide Allianzgi is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Nationwide Mutual Fund. However, Nationwide Allianzgi'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 20.76 | Real 19.41 | Hype 18.91 | Naive 21.35 |
The intrinsic value of Nationwide Allianzgi'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 Nationwide Allianzgi'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 Nationwide Allianzgi International helps investors to forecast how Nationwide 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 Nationwide Allianzgi more accurately as focusing exclusively on Nationwide Allianzgi's fundamentals will not take into account other important factors: Nationwide Allianzgi Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nationwide Allianzgi's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Nationwide Allianzgi International, and traders can use it to determine the average amount a Nationwide Allianzgi'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 = -1.0E-4
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| Negative Returns | NWAJX |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Nationwide Allianzgi 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 Nationwide Allianzgi by adding Nationwide Allianzgi to a well-diversified portfolio.
Nationwide Allianzgi Fundamentals Growth
Nationwide Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Nationwide Allianzgi, and Nationwide Allianzgi 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 Nationwide Mutual Fund performance.
| Total Asset | 277.03 M | |||
About Nationwide Allianzgi Performance
Evaluating Nationwide Allianzgi's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Nationwide Allianzgi 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 Nationwide Allianzgi 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 creating a diversified portfolio of non-U.S. stocks exhibiting long-term growth and quality characteristics. Nationwide Allianzgi is traded on NASDAQ Exchange in the United States.Things to note about Nationwide Allianzgi performance evaluation
Checking the ongoing alerts about Nationwide Allianzgi for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Nationwide Allianzgi help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nationwide Allianzgi generated a negative expected return over the last 90 days | |
| The fund generated three year return of -5.0% | |
| Nationwide Allianzgi maintains 97.35% of its assets in stocks |
- Analyzing Nationwide Allianzgi'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 Nationwide Allianzgi's stock is overvalued or undervalued compared to its peers.
- Examining Nationwide Allianzgi'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 Nationwide Allianzgi's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nationwide Allianzgi's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Nationwide Allianzgi's mutual fund. These opinions can provide insight into Nationwide Allianzgi's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Nationwide Mutual Fund
Nationwide Allianzgi financial ratios help investors to determine whether Nationwide 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 Nationwide with respect to the benefits of owning Nationwide Allianzgi security.
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