Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANUCX (ALLIANZGI NFJ GLOBAL DIVIDEND VALUE FUND CLASS C) | NA | 8.23% | -0.28% | 4.44% | NA | NA | NA | … | … |
Data as of 09/28/2017, Common starting date is 06/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANUCX (ALLIANZGI NFJ GLOBAL DIVIDEND VALUE FUND CLASS C) | 06/30/2009 | 09/28/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.71 | 8.23 | -0.28 | 4.44 | NA | NA | NA | … | … | 6.04 | 6.33 | -10.06 | -0.36 | 20.33 | 13.19 | -4.97 | 7.67 | 21.08 |
| Sharpe Ratio | NA | 1.04 | -0.06 | 0.34 | NA | NA | NA | … | … | 1.08 | 0.39 | -0.69 | -0.03 | 1.84 | 0.96 | -0.21 | 0.43 | 2.72 |
| Standard Deviation(%) | NA | 7.43 | 13.68 | 12.67 | NA | NA | NA | … | … | 7.08 | 15.75 | 14.71 | 11.06 | 11.01 | 13.87 | 23.74 | 17.64 | 16.82 |
| Draw Down(%) | NA | 3.92 | 22.35 | 25.08 | NA | NA | NA | … | … | 2.79 | 10.07 | 16.31 | 11.44 | 8.33 | 14.34 | 23.50 | 14.93 | 5.84 |
| Yield(%) | 0.00 | 1.18 | 7.02 | 6.76 | 5.51 | 3.67 | 2.75 | … | … | 1.14 | 1.77 | 15.02 | 8.25 | 5.20 | 2.55 | 4.43 | 4.92 | 0.00 |
Data as of 09/28/2017, Common starting date is 06/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANUCX (ALLIANZGI NFJ GLOBAL DIVIDEND VALUE FUND CLASS C) |
-2.42%
Oct 2013 – Oct 2016 |
0.95%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANUCX (ALLIANZGI NFJ GLOBAL DIVIDEND VALUE FUND CLASS C) |
14.85%
Sep 2011 – Sep 2014 |
10.22%
Jul 2009 – Jul 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart