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DRLCX: Allianz RCM Large-Cap Growth Instl (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/11/1999 |
| Last Dividend Date: | 12/19/2013 |
| 12-Mo. Yield | 69.78% |
| Expenses | 0.76% |
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Performance Analytics (As of 05/30/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/11/1999 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -12.6 | 7.0 | -6.9 | 2.9 | 1.4 | 0.2 | -0.0 | -10.4 | 36.6 | -28.5 | -4.6 | 12.2 | 39.0 | -38.4 | 13.5 | 7.3 | 10.5 | 7.0 | 18.8 | -22.9 | -22.0 | -8.4 | 31.9 |
| Sharpe Ratio | NA | 0.3 | -0.13 | 0.03 | 0.01 | NA | -0.06 | -0.81 | 3.06 | -0.62 | -0.18 | 0.65 | 1.6 | -1.03 | 0.64 | 0.35 | 0.74 | 0.5 | 1.19 | -1.02 | -1.12 | -0.46 | 1.8 |
| Draw Down(%) | NA | 15.4 | 42.5 | 42.5 | 50.1 | NA | 54.9 | 15.4 | 5.9 | 42.5 | 22.3 | 16.9 | 18.0 | 47.3 | 9.2 | 10.3 | 7.0 | 10.8 | 11.6 | 31.4 | 34.5 | 19.9 | 12.2 |
| Standard Deviation(%) | NA | 23.2 | 54.0 | 88.4 | 64.6 | NA | 25.8 | 29.0 | 11.9 | 46.0 | 25.9 | 18.7 | 24.3 | 38.0 | 16.4 | 11.7 | 11.1 | 12.2 | 15.2 | 23.5 | 22.0 | 27.0 | 20.7 |
| Treynor Ratio | NA | 0.07 | -0.07 | 0.03 | 0.0 | NA | -0.02 | -0.22 | 0.38 | -0.32 | -0.05 | 0.13 | 0.4 | -0.39 | 0.11 | 0.05 | 0.09 | 0.08 | 0.24 | -0.34 | -0.42 | -0.17 | 0.4 |
| Alpha | NA | -0.07 | -0.12 | -0.11 | -0.11 | NA | -0.01 | -0.13 | 0.01 | -0.16 | -0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.02 | -0.02 | 0.02 | 0.06 |
| Beta | NA | 1.05 | 0.98 | 0.97 | 0.98 | NA | 0.84 | 1.07 | 0.96 | 0.91 | 0.97 | 0.96 | 0.98 | 1.01 | 0.98 | 0.87 | 0.88 | 0.79 | 0.76 | 0.71 | 0.58 | 0.73 | 0.92 |
| RSquared | NA | 0.41 | 0.22 | 0.17 | 0.1 | NA | 0.68 | 0.35 | 0.94 | 0.12 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 | 0.93 | 0.87 | 0.9 | 0.94 | 0.92 | 0.87 | 0.87 | 0.84 |
| Yield(%) | N/A | 69.8 | 27.6 | 23.3 | 12.0 | 7.5 | N/A | 0.0 | 77.8 | 11.1 | 0.2 | 0.7 | 0.8 | 2.0 | 9.0 | 5.6 | 0.3 | 0.3 | 0.5 | 0.3 | 0.1 | 3.2 | 22.3 |
| Dividend Growth(%) | N/A | 604.5 | 2545.0 | 391.8 | N/A | N/A | N/A | -100.0 | 604.5 | 5565.4 | -69.4 | 16.4 | -74.9 | -77.3 | 59.9 | 2125.0 | -5.3 | -22.4 | 16.7 | 162.5 | -97.4 | -84.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/1999
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See LARGE GROWTH Asset Class Trend Rankings |
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