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ANMIX: Allianz AGIC Mid-Cap Growth I (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/01/2007 |
Last Dividend Date: | 12/16/2010 |
12-Mo. Yield | 0.57% |
Expenses | - |
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Performance Analytics (As of 12/09/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 08/01/2007 |
2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -20.5 | 11.6 | -4.6 | -20.8 | 19.7 | 41.1 | -39.8 | 1.0 |
Sharpe Ratio | NA | -0.61 | 0.39 | -0.16 | -0.68 | 0.95 | 1.42 | -0.93 | -0.01 |
Draw Down(%) | NA | 28.7 | 28.7 | 55.6 | 28.7 | 17.6 | 23.5 | 54.9 | 11.6 |
Standard Deviation(%) | NA | 33.7 | 29.5 | 32.0 | 32.2 | 20.7 | 28.9 | 43.8 | 22.1 |
Treynor Ratio | NA | -0.21 | 0.12 | -0.05 | -0.23 | 0.22 | 0.43 | -0.44 | 0.0 |
Alpha | NA | -0.12 | -0.07 | -0.04 | -0.08 | -0.02 | 0.0 | 0.03 | -0.03 |
Beta | NA | 0.98 | 0.96 | 0.94 | 0.96 | 0.9 | 0.96 | 0.93 | 1.01 |
RSquared | NA | 0.7 | 0.82 | 0.91 | 0.75 | 0.93 | 0.97 | 0.97 | 0.92 |
Yield(%) | N/A | 0.6 | 0.6 | N/A | 0.0 | 0.7 | 0.6 | 0.0 | 1.9 |
Dividend Growth(%) | N/A | 47.9 | N/A | N/A | -100.0 | 40.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2007
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