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AAMPX: ALLIANZGI MICRO CAP FUND CLASS P (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/31/2010 |
| Last Dividend Date: | 06/18/2020 |
| 12-Mo. Yield | 25.65% |
| Expenses | 1.34% |
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Performance Analytics (As of 06/26/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/31/2010 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.6 | 0.1 | 2.1 | 7.3 | -4.7 | 20.1 | -16.2 | 14.5 | 11.3 | 3.3 | -0.5 | 50.9 | 16.0 | -11.7 | 0.0 |
| Sharpe Ratio | NA | -0.01 | -0.04 | 0.05 | 0.27 | -0.18 | 0.97 | -0.82 | 0.98 | 0.53 | 0.16 | -0.02 | 2.95 | 0.81 | -0.3 | NA |
| Draw Down(%) | NA | 45.3 | 50.2 | 50.2 | 50.2 | 45.3 | 13.8 | 34.5 | 6.8 | 21.9 | 15.9 | 21.1 | 6.4 | 16.7 | 39.3 | 0.0 |
| Standard Deviation(%) | NA | 40.5 | 28.3 | 25.4 | 25.2 | 55.2 | 19.2 | 21.6 | 14.1 | 21.0 | 20.0 | 21.1 | 17.2 | 19.9 | 39.1 | 0.0 |
| Treynor Ratio | NA | 0.0 | -0.01 | 0.01 | 0.06 | -0.1 | 0.17 | -0.17 | 0.11 | 0.1 | 0.03 | 0.0 | 0.45 | 0.14 | -0.1 | 1.0 |
| Alpha | NA | -0.02 | -0.04 | -0.02 | -0.01 | -0.01 | -0.05 | -0.04 | -0.04 | 0.0 | 0.03 | -0.02 | 0.02 | -0.01 | -0.04 | NA |
| Beta | NA | 0.98 | 1.01 | 1.04 | 1.1 | 0.96 | 1.12 | 1.07 | 1.24 | 1.13 | 1.14 | 1.27 | 1.13 | 1.11 | 1.19 | NA |
| RSquared | NA | 0.81 | 0.83 | 0.84 | 0.88 | 0.81 | 0.85 | 0.9 | 0.81 | 0.9 | 0.84 | 0.89 | 0.9 | 0.92 | 0.97 | 0.0 |
| Yield(%) | N/A | 25.7 | 14.6 | 11.1 | N/A | 23.5 | 1.2 | 19.9 | 6.4 | 10.7 | 5.9 | 9.1 | 8.0 | 8.1 | 15.0 | 0.0 |
| Dividend Growth(%) | N/A | -8.6 | 82.1 | N/A | N/A | 2159.0 | -96.1 | 240.5 | -37.7 | 72.5 | -41.7 | 55.9 | 8.2 | -61.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2010
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