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PLCRX: Allianz RCM Large-Cap Growth R (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/14/2003 |
Last Dividend Date: | 04/13/2010 |
12-Mo. Yield | 0.32% |
Expenses | 1.36% |
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Performance Analytics (As of 01/24/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/14/2003 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.1 | 18.5 | 2.9 | 2.4 | 5.1 | 6.8 | -11.7 | 36.0 | 10.1 | 2.5 | 11.7 | 38.1 | -38.8 | 12.7 | 6.6 | 9.7 | 6.2 | 23.7 |
Sharpe Ratio | NA | 1.01 | 0.09 | 0.04 | 0.18 | 0.26 | -0.85 | 3.0 | 0.74 | 4.88 | 0.62 | 1.56 | -1.04 | 0.59 | 0.29 | 0.67 | 0.43 | 2.16 |
Draw Down(%) | NA | 17.3 | 45.5 | 50.5 | 50.5 | 50.5 | 16.5 | 6.0 | 11.1 | 2.3 | 17.3 | 18.2 | 47.6 | 9.3 | 10.5 | 7.0 | 11.1 | 4.8 |
Standard Deviation(%) | NA | 18.3 | 28.3 | 24.0 | 22.5 | 20.4 | 30.7 | 12.0 | 13.6 | 10.3 | 18.6 | 24.4 | 38.1 | 16.5 | 11.7 | 11.2 | 12.2 | 13.8 |
Treynor Ratio | NA | 0.19 | 0.03 | 0.01 | 0.04 | 0.06 | -0.24 | 0.37 | 0.11 | 0.58 | 0.12 | 0.39 | -0.39 | 0.1 | 0.04 | 0.09 | 0.07 | 0.38 |
Alpha | NA | -0.01 | -0.03 | -0.03 | -0.02 | -0.01 | -0.14 | 0.01 | -0.02 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.96 | 1.0 | 0.99 | 0.97 | 0.96 | 1.08 | 0.97 | 0.9 | 0.86 | 0.96 | 0.98 | 1.01 | 0.98 | 0.87 | 0.88 | 0.79 | 0.78 |
RSquared | NA | 0.98 | 0.98 | 0.97 | 0.83 | 0.96 | 0.32 | 0.94 | 0.92 | 0.94 | 0.98 | 0.98 | 0.98 | 0.96 | 0.93 | 0.86 | 0.89 | 0.94 |
Yield(%) | N/A | 0.3 | 0.7 | 3.1 | 2.3 | N/A | N/A | N/A | N/A | 0.0 | 0.3 | 0.1 | 1.5 | 8.6 | 5.2 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 442.9 | -86.4 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 300.0 | -95.5 | -81.7 | 62.2 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/2003
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