Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANFPX (ALLIANZ NFJ ALL-CAP VALUE FUND P) | NA | -1.98% | 12.33% | 10.32% | NA | NA | NA | … | … |
Data as of 12/11/2015, Common starting date is 07/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANFPX (ALLIANZ NFJ ALL-CAP VALUE FUND P) | 07/09/2008 | 12/11/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.46 | -1.98 | 12.33 | 10.32 | NA | NA | NA | … | … | -3.37 | 9.87 | 29.12 | 6.91 | 1.93 | 14.71 | 23.84 | -34.76 |
| Sharpe Ratio | NA | -0.22 | 0.78 | 0.51 | NA | NA | NA | … | … | -0.23 | 0.85 | 2.45 | 0.53 | 0.08 | 0.77 | 0.72 | -0.97 |
| Standard Deviation(%) | NA | 15.65 | 13.21 | 15.96 | NA | NA | NA | … | … | 15.59 | 11.65 | 11.89 | 12.93 | 23.98 | 18.97 | 33.12 | 61.30 |
| Draw Down(%) | NA | 14.12 | 14.12 | 20.10 | NA | NA | NA | … | … | 14.12 | 9.61 | 6.48 | 11.02 | 20.10 | 15.79 | 36.47 | 50.90 |
| Yield(%) | 0.00 | 1.56 | 2.17 | 2.38 | 1.78 | 1.19 | 0.89 | … | … | 0.00 | 1.74 | 2.17 | 2.32 | 2.12 | 3.01 | 3.28 | 4.41 |
Data as of 12/11/2015, Common starting date is 07/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANFPX (ALLIANZ NFJ ALL-CAP VALUE FUND P) |
0.93%
Aug 2008 – Aug 2011 |
6.27%
Aug 2008 – Aug 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANFPX (ALLIANZ NFJ ALL-CAP VALUE FUND P) |
29.99%
Feb 2009 – Feb 2012 |
24.17%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart