AllianzGI Convertible Total Risk Alpha

XNCVX Fund  USD 17.31  0.12  0.70%   
The Total Risk Alpha signal for Allianzgi Convertible Income reflects patterns observed in trading data. All inputs are based on actual trading observations from supported exchanges. Indicator reliability depends on the continuity of available trading data. For portfolio construction context, review Your Current Watchlist. Clearer exposure analysis supports long-term portfolio balance. Allocation decisions are shaped by the composition and weighting of holdings. This suggests a position in Allianzgi Convertible Income. This appears in the portfolio view. Position weights are derived from the portfolio construction methodology. This dataset reflects observed data and is not advisory in nature. 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 small area income & poverty estimates.
Allianzgi Convertible Income has current Total Risk Alpha of 0.1432. The total risk alpha measures the performance of an asset by comparing its returns with those of a selected benchmark portfolio.

Total Risk Alpha

 = 

RFR + (ER[b] - ER[a])

x

STD[a] / STD[b]

 = 
0.1432
ER[a] = Expected return on investing in AllianzGI Convertible
ER[b] = Expected return on market index or selected benchmark
STD[a] =   Standard Deviation of returns on AllianzGI Convertible
STD[b] = Standard Deviation of selected market or benchmark
RFR = Risk Free Rate of return. Typically T-Bill Rate

Total Risk Alpha Peers Comparison

Total Risk Alpha Relative To Other Indicators

Allianzgi Convertible Income is rated below average in total risk alpha among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about 35.49 of Maximum Drawdown per Total Risk Alpha. At 35.49 , Allianzgi Convertible Income's Maximum Drawdown-to-Total Risk Alpha multiple reflects the spread between these metrics
The benchmark portfolio represents the market risk matched to the total risk of the stock ETF or fund. Compare AllianzGI Convertible to Peers

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