Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQNBX (ALLIANZ NFJ MID-CAP VALUE FUND B) | NA | -2.93% | 11.97% | 9.53% | 5.51% | 7.07% | NA | … | … |
Data as of 12/04/2015, Common starting date is 01/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQNBX (ALLIANZ NFJ MID-CAP VALUE FUND B) | 01/22/1997 | 12/04/2015 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.12 | -2.93 | 11.97 | 9.53 | 5.51 | 7.07 | NA | … | … | -2.64 | 7.01 | 30.97 | 14.37 | -1.93 | 19.37 | 31.28 | -40.73 | -17.03 | -4.96 | -21.14 | 14.68 | 57.27 | -30.01 | 10.95 | 27.86 | -13.79 | -4.25 | 6.87 |
| Sharpe Ratio | NA | -0.24 | 0.93 | 0.60 | -0.06 | NA | NA | … | … | -0.20 | 0.60 | 2.72 | 1.08 | -0.08 | 1.17 | 1.00 | -0.95 | -0.69 | -0.44 | -1.06 | 0.96 | 2.67 | -0.97 | 0.41 | 1.16 | -0.61 | -0.32 | 0.16 |
| Standard Deviation(%) | NA | 14.68 | 12.57 | 15.61 | 25.93 | NA | NA | … | … | 14.50 | 11.72 | 11.37 | 13.36 | 23.72 | 16.49 | 31.18 | 43.67 | 29.17 | 18.63 | 21.93 | 14.26 | 21.20 | 32.13 | 21.31 | 20.52 | 27.88 | 23.81 | 23.97 |
| Draw Down(%) | NA | 12.72 | 12.72 | 22.56 | 71.90 | NA | NA | … | … | 12.72 | 10.20 | 6.24 | 11.82 | 22.56 | 12.49 | 29.38 | 53.62 | 27.13 | 14.90 | 21.30 | 10.98 | 20.88 | 48.80 | 19.79 | 15.21 | 31.18 | 27.26 | 21.98 |
| Yield(%) | 0.00 | 0.57 | 0.29 | 0.22 | 5.00 | 5.76 | 4.74 | … | … | 0.00 | 0.62 | 0.04 | 0.00 | 0.00 | 0.47 | 1.25 | 0.25 | 22.16 | 15.81 | 17.03 | 0.00 | 0.00 | 3.50 | 7.48 | 8.40 | 0.00 | 0.00 | 0.00 |
Data as of 12/04/2015, Common starting date is 01/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQNBX (ALLIANZ NFJ MID-CAP VALUE FUND B) |
-18.33%
Feb 2006 – Feb 2009 |
-10.02%
Feb 2004 – Feb 2009 |
-0.20%
Feb 1999 – Feb 2009 |
3.60%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQNBX (ALLIANZ NFJ MID-CAP VALUE FUND B) |
28.44%
Feb 2009 – Feb 2012 |
23.60%
Feb 2009 – Feb 2014 |
10.20%
Mar 2003 – Mar 2013 |
9.82%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart