Relative Risk vs. Return Landscape
If you would invest 2,035
in AllianzGI Retirement 2050 Institutional on April 22, 2013
and sell it today you would earn a total of 74.00
from holding AllianzGI Retirement 2050 Institutional or generate 3.64%
return on investment over 30
days. AllianzGI Retirement 2050 Institutional is currently producing 0.21% returns and takes up 0.41% volatility of returns over 30 trading days. Put another way, 5% of traded equities are less volatile than the company and 88% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
Assuming 30 trading days horizon, AllianzGI Retirement 2050 Institutional is expected to generate 1.43 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.32 times less risky than the market. It trades about 0.51 of its potential returns per unit of risk. The S&P 500 is currently generating roughly 0.56 of returns per unit of risk over similar time horizon.
AllianzGI Price to Book
Based on latest financial disclosure the price to book indicator of AllianzGI Retirement 2050 Institutional is roughly 1.62 times. This is much higher than that of Allianz Funds family, and significantly higher than that of Target Date 2046-2050
category, The Price to Book for all funds is over 1000% lower than the firm.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
AllianzGI Year to Date Return
AllianzGI Retirement 2050 Institutional has Year to Date Return of 6.08%. This is much higher than that of Allianz Funds family, and significantly higher than that of Target Date 2046-2050
category, The Year to Date Return for all funds is over 1000% lower than the firm.
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.
AllianzGI Price to Earning vs Price to Book
AllianzGI Retirement 2050 Institutional is rated below average
in price to earning among similar funds. It is rated below average
in price to book among similar funds fabricating about 0.13
of Price to Book per Price to Earning. The ratio of Price to Earning to Price to Book for AllianzGI Retirement 2050 Institutional is roughly 7.81