Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARDCX (Allianz RCM Disciplined Equity C) | NA | 11.84% | 8.25% | 13.64% | NA | NA | NA | … | … |
Data as of 05/16/2014, Common starting date is 07/21/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARDCX (Allianz RCM Disciplined Equity C) | 07/21/2008 | 05/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.03 | 11.84 | 8.25 | 13.64 | NA | NA | NA | … | … | 0.98 | 24.07 | 8.94 | -1.50 | 12.57 | 40.62 | -31.37 |
| Sharpe Ratio | NA | 1.07 | 0.46 | 0.82 | NA | NA | NA | … | … | 0.23 | 2.17 | 0.62 | -0.06 | 0.72 | 1.42 | -1.02 |
| Standard Deviation(%) | NA | 11.07 | 17.74 | 17.47 | NA | NA | NA | … | … | 11.37 | 11.07 | 14.56 | 24.63 | 17.32 | 28.54 | 56.03 |
| Draw Down(%) | NA | 6.35 | 21.04 | 22.27 | NA | NA | NA | … | … | 6.35 | 5.46 | 13.11 | 22.27 | 16.04 | 24.93 | 45.94 |
| Yield(%) | 58.24 | 69.54 | 26.44 | 23.84 | 9.13 | 6.09 | 4.56 | … | … | 59.23 | 12.23 | 1.26 | 1.66 | 3.53 | 4.28 | 1.56 |
Data as of 05/16/2014, Common starting date is 07/21/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDCX (Allianz RCM Disciplined Equity C) |
-0.24%
Aug 2008 – Aug 2011 |
4.56%
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 |
|---|---|---|---|---|
| ARDCX (Allianz RCM Disciplined Equity C) |
26.09%
Feb 2009 – Feb 2012 |
20.15%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart