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ASHDX: Allianz RCM Short Duration High Inc D (MUTUAL FUND)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/03/2011 |
| Last Dividend Date: | 10/22/2015 |
| 12-Mo. Yield | 4.96% |
| Expenses | 0.95% |
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Performance Analytics (As of 11/13/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 10/03/2011 |
2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 0.8 | 2.8 | 4.5 | 1.2 | 1.8 | 4.3 | 8.2 | 2.9 |
| Sharpe Ratio | NA | 0.01 | 0.05 | 0.1 | 0.01 | 0.93 | 2.43 | 6.17 | 4.78 |
| Draw Down(%) | NA | 47.9 | 47.9 | 47.9 | 47.9 | 2.5 | 2.8 | 1.2 | 0.8 |
| Standard Deviation(%) | NA | 91.1 | 52.5 | 44.9 | 97.5 | 2.0 | 1.8 | 1.3 | 2.6 |
| Treynor Ratio | NA | 0.0 | -0.03 | -0.08 | 0.0 | 0.04 | 0.11 | 0.34 | 0.5 |
| Alpha | NA | 0.17 | 0.08 | 0.07 | 0.21 | 0.0 | 0.01 | 0.02 | 0.02 |
| Beta | NA | -2.71 | -0.98 | -0.55 | -4.04 | 0.45 | 0.4 | 0.24 | 0.25 |
| RSquared | NA | 0.01 | 0.0 | 0.0 | 0.02 | 0.62 | 0.53 | 0.33 | 0.36 |
| Yield(%) | N/A | 5.0 | 4.8 | N/A | 3.9 | 4.9 | 4.6 | 4.6 | 0.0 |
| Dividend Growth(%) | N/A | 2.8 | N/A | N/A | -23.0 | 5.6 | 4.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/03/2011
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See High Yield Bond Asset Class Trend Rankings |
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