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AEGDX: Allianz AGIC U.S. Emerging Growth D (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/22/2010 |
| Last Dividend Date: | 12/11/2014 |
| 12-Mo. Yield | 8.67% |
| Expenses | 1.48% |
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Performance Analytics (As of 11/13/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 12/22/2010 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.5 | -4.1 | 13.9 | 8.2 | -5.1 | 0.4 | 46.4 | 9.8 | -3.1 | -0.8 |
| Sharpe Ratio | NA | -0.23 | 0.79 | 0.36 | -0.32 | 0.02 | 2.84 | 0.54 | -0.09 | -5.05 |
| Draw Down(%) | NA | 19.7 | 19.7 | 34.6 | 19.7 | 15.6 | 6.4 | 16.6 | 34.6 | 0.8 |
| Standard Deviation(%) | NA | 18.3 | 17.6 | 22.7 | 18.3 | 18.5 | 16.3 | 18.4 | 35.8 | 5.6 |
| Treynor Ratio | NA | -0.04 | 0.12 | 0.07 | -0.05 | 0.0 | 0.42 | 0.09 | -0.03 | -0.32 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.03 | 0.0 | -0.02 |
| Beta | NA | 1.1 | 1.12 | 1.1 | 1.1 | 1.15 | 1.1 | 1.05 | 1.1 | 0.88 |
| RSquared | NA | 0.93 | 0.94 | 0.97 | 0.92 | 0.95 | 0.95 | 0.96 | 0.99 | 0.9 |
| Yield(%) | N/A | 8.7 | 9.4 | N/A | 0.0 | 11.7 | 9.1 | 2.1 | 7.0 | 0.0 |
| Dividend Growth(%) | N/A | -16.4 | N/A | N/A | -100.0 | 67.7 | 386.0 | -74.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/2010
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