Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBGHX (ALLIANZ RCM WELLNESS FUND B) | NA | 5.88% | 21.39% | 17.41% | 9.44% | NA | NA | … | … |
Data as of 12/04/2015, Common starting date is 07/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBGHX (ALLIANZ RCM WELLNESS FUND B) | 07/01/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.06 | 5.88 | 21.39 | 17.41 | 9.44 | NA | NA | … | … | 7.36 | 5.64 | 7.28 | 7.90 | -7.32 | 9.59 | 29.62 | -27.00 | 9.21 | -0.18 | 1.12 | 11.87 | 27.87 | -3.36 |
| Sharpe Ratio | NA | -0.37 | 0.15 | 0.17 | 0.10 | NA | NA | … | … | 0.40 | 0.25 | 0.28 | 0.51 | -0.29 | 0.58 | 1.58 | -0.94 | 0.51 | -0.34 | -0.09 | 0.84 | 1.59 | -0.27 |
| Standard Deviation(%) | NA | 27.32 | 26.68 | 26.10 | 24.31 | NA | NA | … | … | 19.97 | 22.36 | 25.64 | 15.46 | 25.55 | 16.41 | 18.74 | 29.76 | 12.17 | 10.41 | 11.89 | 13.04 | 17.12 | 28.22 |
| Draw Down(%) | NA | 18.73 | 21.31 | 23.90 | 40.83 | NA | NA | … | … | 17.67 | 18.73 | 21.31 | 13.48 | 23.90 | 13.95 | 17.27 | 38.80 | 5.75 | 12.60 | 8.84 | 13.98 | 8.30 | 15.63 |
| Yield(%) | 0.00 | 15.00 | 16.66 | 13.37 | 7.39 | 6.87 | 5.15 | … | … | 0.00 | 19.05 | 24.46 | 9.54 | 10.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/04/2015, Common starting date is 07/01/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBGHX (ALLIANZ RCM WELLNESS FUND B) |
-12.37%
Feb 2006 – Feb 2009 |
-5.81%
Feb 2004 – Feb 2009 |
6.27%
Jun 2003 – Jun 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBGHX (ALLIANZ RCM WELLNESS FUND B) |
28.54%
May 2012 – May 2015 |
23.89%
Feb 2009 – Feb 2014 |
11.05%
Jul 2005 – Jul 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart