Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOORX (Allianz AGIC Opportunity R) | NA | -5.79% | 6.91% | 6.37% | NA | NA | NA | … | … |
Data as of 03/06/2015, Common starting date is 11/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOORX (Allianz AGIC Opportunity R) | 11/04/2009 | 03/06/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.92 | -5.79 | 6.91 | 6.37 | NA | NA | NA | … | … | -4.22 | -0.72 | 34.76 | 5.10 | -11.10 | 18.20 | 12.17 |
| Sharpe Ratio | NA | -0.33 | 0.37 | 0.26 | NA | NA | NA | … | … | -0.95 | -0.05 | 2.17 | 0.23 | -0.31 | 0.72 | 5.14 |
| Standard Deviation(%) | NA | 17.48 | 18.83 | 24.39 | NA | NA | NA | … | … | 22.95 | 16.20 | 16.02 | 22.47 | 35.80 | 25.31 | 21.38 |
| Draw Down(%) | NA | 15.31 | 22.01 | 37.10 | NA | NA | NA | … | … | 6.93 | 15.31 | 7.54 | 22.01 | 37.10 | 21.72 | 4.68 |
| Yield(%) | 0.00 | 13.91 | 9.36 | 6.78 | 3.95 | 2.64 | 1.98 | … | … | 0.00 | 14.15 | 8.56 | 4.24 | 3.32 | 0.00 | 0.00 |
Data as of 03/06/2015, Common starting date is 11/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOORX (Allianz AGIC Opportunity R) |
0.45%
Apr 2011 – Apr 2014 |
8.12%
Dec 2009 – Dec 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOORX (Allianz AGIC Opportunity R) |
13.21%
Sep 2011 – Sep 2014 |
8.66%
Feb 2010 – Feb 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart