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ANIRX: Allianz AGIC Intl Mgd Volatility R (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/27/2006 |
Last Dividend Date: | 12/17/2015 |
12-Mo. Yield | 3.43% |
Expenses | 1.21% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/27/2006 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.1 | -0.3 | -2.6 | 0.3 | -2.4 | 10.4 | 9.7 | -16.6 | 8.0 | 18.2 | -48.5 | -12.4 | 11.8 |
Sharpe Ratio | NA | -0.66 | -0.01 | -0.13 | -0.24 | -1.19 | 0.02 | -0.32 | 1.15 | 0.93 | -0.59 | 0.36 | 0.64 | -1.19 | -0.61 | 0.76 |
Draw Down(%) | NA | 15.3 | 16.4 | 26.9 | 71.7 | 6.9 | 11.1 | 10.6 | 11.5 | 7.3 | 26.9 | 20.0 | 28.5 | 55.9 | 26.4 | 17.0 |
Standard Deviation(%) | NA | 12.6 | 10.1 | 15.4 | 22.8 | 12.5 | 12.1 | 7.7 | 9.0 | 10.5 | 28.0 | 22.0 | 28.1 | 41.4 | 25.5 | 16.2 |
Treynor Ratio | NA | -0.13 | 0.0 | -0.03 | -0.06 | -0.35 | 0.0 | -0.05 | 0.18 | 0.19 | -0.16 | 0.08 | 0.19 | -0.51 | -0.13 | 0.11 |
Alpha | NA | -0.01 | -0.01 | -0.02 | -0.03 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | -0.04 | -0.05 | -0.1 | -0.02 |
Beta | NA | 0.63 | 0.6 | 0.77 | 0.92 | 0.43 | 0.69 | 0.51 | 0.58 | 0.51 | 1.01 | 1.02 | 0.96 | 0.97 | 1.16 | 1.09 |
RSquared | NA | 0.73 | 0.68 | 0.79 | 0.85 | 0.59 | 0.78 | 0.57 | 0.67 | 0.65 | 0.97 | 0.97 | 0.96 | 0.93 | 0.62 | 0.85 |
Yield(%) | N/A | 3.4 | 3.3 | 2.8 | N/A | 0.0 | 3.7 | 3.7 | 2.3 | 4.0 | 2.1 | 1.8 | 3.2 | 2.2 | 15.5 | 4.6 |
Dividend Growth(%) | N/A | -2.7 | 29.1 | N/A | N/A | -100.0 | -2.0 | 70.0 | -37.5 | 65.5 | 20.8 | -31.4 | -23.9 | -87.8 | 283.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/2006
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