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PPGRX: ALLIANZGI FOCUSED GROWTH FUND R (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/14/2003 |
Last Dividend Date: | 12/17/2020 |
12-Mo. Yield | 16.12% |
Expenses | 1.27% |
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Performance Analytics (As of 05/25/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/14/2003 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | -41.1 | -9.7 | 0.9 | 6.6 | 6.3 | 7.7 | -57.6 | 48.1 | 33.5 | -5.9 | 31.1 | 1.3 | 9.8 | 8.9 | 38.5 | 16.8 | -0.6 | 13.0 | 32.9 | -37.4 | 18.3 | 14.7 | 5.3 | 9.1 | 31.0 |
Sharpe Ratio | NA | -0.47 | -0.19 | 0.0 | 0.18 | NA | 0.24 | -0.64 | 1.31 | 2.02 | -0.32 | 3.44 | 0.07 | 0.58 | 0.59 | 3.13 | 1.16 | -0.02 | 0.69 | 1.3 | -0.94 | 0.94 | 0.9 | 0.29 | 0.58 | 2.32 |
Draw Down(%) | NA | 62.4 | 62.4 | 62.4 | 62.4 | NA | 62.4 | 62.4 | 31.8 | 8.4 | 25.4 | 2.8 | 13.6 | 13.0 | 9.3 | 6.2 | 11.6 | 20.8 | 16.5 | 20.2 | 47.0 | 9.4 | 11.1 | 8.3 | 13.7 | 5.9 |
Standard Deviation(%) | NA | 88.5 | 56.1 | 44.1 | 33.6 | NA | 28.7 | 138.6 | 36.4 | 15.9 | 22.5 | 8.9 | 14.2 | 16.7 | 15.0 | 12.3 | 14.6 | 25.4 | 18.8 | 25.3 | 40.9 | 16.4 | 12.7 | 10.6 | 14.2 | 17.0 |
Treynor Ratio | NA | -0.85 | -0.13 | 0.0 | 0.07 | NA | 0.07 | 4.98 | 0.48 | 0.42 | -0.07 | 0.31 | 0.01 | 0.1 | 0.08 | 0.39 | 0.17 | -0.01 | 0.13 | 0.33 | -0.36 | 0.16 | 0.12 | 0.04 | 0.09 | 0.41 |
Alpha | NA | -0.17 | -0.09 | -0.05 | -0.02 | NA | -0.01 | -0.58 | -0.03 | 0.0 | -0.03 | 0.0 | 0.01 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.02 | 0.03 | 0.05 | -0.02 | 0.01 | 0.01 |
Beta | NA | 0.48 | 0.83 | 0.85 | 0.9 | NA | 0.95 | -0.18 | 1.0 | 0.77 | 1.06 | 0.98 | 0.94 | 1.02 | 1.07 | 0.98 | 0.98 | 0.95 | 0.97 | 1.01 | 1.08 | 0.97 | 0.92 | 0.86 | 0.94 | 0.97 |
RSquared | NA | 0.04 | 0.27 | 0.31 | 0.44 | NA | 0.62 | 0.0 | 0.97 | 0.74 | 0.97 | 0.9 | 0.95 | 0.96 | 0.94 | 0.92 | 0.95 | 0.98 | 0.98 | 0.96 | 0.97 | 0.95 | 0.88 | 0.92 | 0.93 | 0.96 |
Yield(%) | N/A | 16.1 | 14.6 | 13.0 | 12.7 | 11.2 | N/A | 0.0 | 16.8 | 21.9 | 14.4 | 2.2 | 3.2 | 8.6 | 11.5 | 12.5 | 8.3 | 0.0 | 0.2 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -13.2 | 330.7 | 76.5 | N/A | N/A | N/A | -100.0 | -13.2 | 19.5 | 731.0 | -29.7 | -62.7 | -26.8 | 11.1 | 64.0 | N/A | -100.0 | 100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/2003
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