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PMCGX: Allianz CCM Mid Cap Admin (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/09/1998 |
Last Dividend Date: | 12/13/2007 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 09/28/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/09/1998 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 14.8 | -8.1 | -0.2 | 0.7 | 4.0 | 10.0 | 25.4 | -44.6 | 21.8 | 4.1 | 12.9 | 18.5 | 30.7 | -20.4 | -19.5 | 27.4 | 13.4 | 4.4 |
Sharpe Ratio | NA | 0.66 | -0.27 | -0.07 | -0.04 | 0.09 | 0.59 | 0.96 | -1.1 | 1.06 | 0.06 | 0.82 | 1.24 | 1.78 | -0.96 | -1.29 | 0.78 | 0.61 | 0.1 |
Draw Down(%) | NA | 16.9 | 56.6 | 56.6 | 56.6 | 56.6 | 16.9 | 19.2 | 55.5 | 12.0 | 15.2 | 9.3 | 13.1 | 10.7 | 26.4 | 30.5 | 21.9 | 14.5 | 28.1 |
Standard Deviation(%) | NA | 22.5 | 31.6 | 26.6 | 22.8 | 22.5 | 23.3 | 26.4 | 41.4 | 17.7 | 14.7 | 13.1 | 14.1 | 16.8 | 22.4 | 17.3 | 29.7 | 16.7 | 21.0 |
Treynor Ratio | NA | 0.16 | -0.1 | -0.02 | -0.01 | 0.02 | 0.15 | 0.29 | -0.52 | 0.19 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | -0.06 | -0.05 | -0.03 | 0.01 | -0.01 | -0.03 | -0.02 | 0.02 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.93 | 0.89 | 0.9 | 0.9 | 0.89 | 0.92 | 0.87 | 0.88 | 1.0 | 0.87 | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.94 | 0.97 | 0.9 | 0.62 | 0.48 | 0.93 | 0.97 | 0.98 | 0.94 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 3.4 | 4.5 | 4.5 | N/A | 0.0 | 0.0 | 0.0 | 12.2 | 10.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 | 34.9 | 0.9 | 4.7 |
Dividend Growth(%) | N/A | N/A | 7.0 | -34.4 | N/A | N/A | N/A | N/A | -100.0 | 7.0 | N/A | N/A | N/A | N/A | -100.0 | -98.4 | 4147.6 | -80.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/09/1998
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