Nationwide Allianzgi One Year Return vs. Year To Date Return
NWAHX Fund | USD 20.34 0.11 0.54% |
For Nationwide Allianzgi profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Nationwide Allianzgi to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Nationwide Allianzgi International utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Nationwide Allianzgi's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Nationwide Allianzgi International over time as well as its relative position and ranking within its peers.
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Nationwide Allianzgi Year To Date Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Nationwide Allianzgi's current stock value. Our valuation model uses many indicators to compare Nationwide Allianzgi value to that of its competitors to determine the firm's financial worth. Nationwide Allianzgi International is number one fund in one year return among similar funds. It also is number one fund in year to date return among similar funds creating about 0.61 of Year To Date Return per One Year Return. The ratio of One Year Return to Year To Date Return for Nationwide Allianzgi International is roughly 1.65 . 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 Nationwide Allianzgi's earnings, one of the primary drivers of an investment's value.Nationwide Year To Date Return vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Nationwide Allianzgi |
| = | 16.53 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Nationwide Allianzgi |
| = | 10.03 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Nationwide Year To Date Return Comparison
Nationwide Allianzgi is currently under evaluation in year to date return among similar funds.
Nationwide Allianzgi Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Nationwide Allianzgi, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Nationwide Allianzgi will eventually generate negative long term returns. The profitability progress is the general direction of Nationwide Allianzgi's change in net profit over the period of time. It can combine multiple indicators of Nationwide Allianzgi, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund seeks to achieve its investment objective by creating a diversified portfolio of non-U.S. equity securities. It normally invests in securities of issuers from several different countries, excluding the United States. Although the fund typically invests 80 percent or more of its assets in issuers that are economically tied to countries outside the United States, it also may invest up to 20 percent of its net assets in U.S. issuers, and it may, invest all or substantially all of its assets in a single country.
Nationwide Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Nationwide Allianzgi. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Nationwide Allianzgi position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Nationwide Allianzgi's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Nationwide Allianzgi without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Risk-Return AnalysisView associations between returns expected from investment and the risk you assume |
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Use Investing Themes to Complement your Nationwide Allianzgi position
In addition to having Nationwide Allianzgi in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Government Funds
Funds or Etfs that invest in fixed income securities issued by national government to finance government spending or to facilitate Federal Reserve monetary policies. The Government Funds theme has 48 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Government Funds Theme or any other thematic opportunities.
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Other Information on Investing in Nationwide Mutual Fund
To fully project Nationwide Allianzgi's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Nationwide Allianzgi at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Nationwide Allianzgi's income statement, its balance sheet, and the statement of cash flows.
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