Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APPDX (Allianz AGIC Opportunity D) | NA | -5.31% | 7.25% | 6.68% | NA | NA | NA | … | … |
Data as of 03/06/2015, Common starting date is 01/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APPDX (Allianz AGIC Opportunity D) | 01/18/2007 | 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 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.69 | -5.31 | 7.25 | 6.68 | NA | NA | NA | … | … | -3.97 | -0.43 | 35.09 | 5.30 | -10.91 | 18.52 | 58.53 | -46.25 | -6.46 |
| Sharpe Ratio | NA | -0.31 | 0.38 | 0.27 | NA | NA | NA | … | … | -0.91 | -0.03 | 2.19 | 0.24 | -0.30 | 0.73 | 1.55 | -0.93 | -0.37 |
| Standard Deviation(%) | NA | 17.36 | 18.78 | 24.41 | NA | NA | NA | … | … | 22.68 | 16.14 | 16.03 | 22.46 | 35.91 | 25.30 | 37.59 | 50.67 | 26.51 |
| Draw Down(%) | NA | 15.08 | 21.87 | 37.05 | NA | NA | NA | … | … | 6.80 | 15.08 | 7.49 | 21.87 | 37.05 | 21.62 | 28.61 | 61.14 | 26.40 |
| Yield(%) | 0.00 | 13.38 | 9.08 | 6.62 | 2.74 | 1.83 | 1.37 | … | … | 0.00 | 13.62 | 8.28 | 4.11 | 3.24 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/06/2015, Common starting date is 01/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APPDX (Allianz AGIC Opportunity D) |
-12.05%
Aug 2007 – Aug 2010 |
-6.15%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APPDX (Allianz AGIC Opportunity D) |
28.77%
Feb 2009 – Feb 2012 |
21.25%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart