Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARDPX (Allianz RCM Disciplined Equity P) | NA | -51.90% | -17.78% | -3.29% | 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 |
|---|---|---|
| ARDPX (Allianz RCM Disciplined Equity P) | 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 (%) | -57.38 | -51.90 | -17.78 | -3.29 | NA | NA | NA | … | … | 11.58 | 9.94 | -0.62 | 13.47 | 42.24 | -31.10 |
| Sharpe Ratio | NA | 1.24 | 0.50 | 0.81 | NA | NA | NA | … | … | 0.77 | 0.69 | -0.03 | 0.77 | 1.48 | -1.01 |
| Standard Deviation(%) | NA | 11.12 | 17.72 | 17.51 | NA | NA | NA | … | … | 15.13 | 14.54 | 24.66 | 17.33 | 28.48 | 56.03 |
| Draw Down(%) | NA | 6.33 | 21.22 | 21.95 | NA | NA | NA | … | … | 11.27 | 12.92 | 21.95 | 15.98 | 24.80 | 45.79 |
| Yield(%) | 0.00 | 11.79 | 5.85 | 6.83 | 2.75 | 1.83 | 1.37 | … | … | 12.92 | 2.39 | 2.48 | 3.98 | 4.79 | 1.52 |
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 |
|---|---|---|---|---|
| ARDPX (Allianz RCM Disciplined Equity P) |
0.69%
Aug 2008 – Aug 2011 |
5.55%
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 |
|---|---|---|---|---|
| ARDPX (Allianz RCM Disciplined Equity P) |
27.26%
Feb 2009 – Feb 2012 |
21.27%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart