Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARDIX (Allianz RCM Disciplined Equity Inst) | NA | -50.94% | -17.17% | -2.79% | 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 |
|---|---|---|
| ARDIX (Allianz RCM Disciplined Equity Inst) | 07/21/2008 | 05/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -56.55 | -50.94 | -17.17 | -2.79 | NA | NA | NA | … | … | 11.42 | 10.07 | -0.51 | 13.81 | 42.28 | -31.06 |
| Sharpe Ratio | NA | 1.25 | 0.51 | 0.82 | NA | NA | NA | … | … | 0.76 | 0.69 | -0.02 | 0.80 | 1.48 | -1.01 |
| Standard Deviation(%) | NA | 11.08 | 17.70 | 17.49 | NA | NA | NA | … | … | 15.14 | 14.55 | 24.62 | 17.25 | 28.50 | 56.09 |
| Draw Down(%) | NA | 6.30 | 21.17 | 21.91 | NA | NA | NA | … | … | 11.38 | 12.87 | 21.91 | 15.86 | 24.80 | 45.79 |
| Yield(%) | 0.00 | 11.97 | 6.02 | 7.07 | 2.84 | 1.89 | 1.42 | … | … | 13.11 | 2.57 | 2.66 | 4.28 | 4.91 | 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 |
|---|---|---|---|---|
| ARDIX (Allianz RCM Disciplined Equity Inst) |
0.84%
Aug 2008 – Aug 2011 |
5.68%
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 |
|---|---|---|---|---|
| ARDIX (Allianz RCM Disciplined Equity Inst) |
27.45%
Feb 2009 – Feb 2012 |
21.42%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart