Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTRDX (Allianz OCC Target D) | NA | 4.11% | 18.70% | 0.50% | NA | NA | NA | … | … |
Data as of 06/05/2012, Common starting date is 11/08/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTRDX (Allianz OCC Target D) | 11/08/2004 | 06/05/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.11 | 18.70 | 0.50 | NA | NA | NA | … | … | 13.90 | -4.98 | 23.61 | 51.59 | -51.68 | 19.02 | 14.32 | 5.24 | 6.82 |
| Sharpe Ratio | NA | 0.07 | 0.76 | 0.00 | NA | NA | NA | … | … | 2.68 | -0.16 | 1.03 | 1.54 | -1.04 | 0.79 | 0.63 | 0.22 | 4.81 |
| Standard Deviation(%) | NA | 29.10 | 24.65 | 33.16 | NA | NA | NA | … | … | 13.36 | 30.86 | 22.90 | 33.50 | 50.41 | 20.24 | 17.49 | 13.34 | 11.48 |
| Draw Down(%) | NA | 25.93 | 26.29 | 64.20 | NA | NA | NA | … | … | 5.25 | 26.29 | 17.74 | 26.73 | 62.88 | 13.95 | 18.33 | 12.12 | 1.66 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.22 | 2.35 | 1.57 | 1.18 | … | … | 0.00 | 0.00 | 0.00 | 0.31 | 6.87 | 10.78 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2012, Common starting date is 11/08/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTRDX (Allianz OCC Target D) |
-19.02%
Feb 2006 – Feb 2009 |
-0.13%
Aug 2005 – Aug 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTRDX (Allianz OCC Target D) |
32.49%
Feb 2009 – Feb 2012 |
6.31%
Jul 2006 – Jul 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart