Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AAUPX (ALLIANZGI ULTRA MICRO CAP FUND CLASS P) | NA | 2.98% | 0.24% | 0.49% | NA | NA | NA | … | … |
Data as of 06/26/2020, Common starting date is 12/31/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAUPX (ALLIANZGI ULTRA MICRO CAP FUND CLASS P) | 12/31/2010 | 06/26/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.98 | 0.24 | 0.49 | NA | NA | NA | … | … | -35.06 | 1.79 | -38.57 | -14.91 | -0.14 | -11.23 | -4.55 | 59.29 | 19.68 | -5.62 | 0.00 |
| Sharpe Ratio | NA | -1.07 | -1.18 | -1.23 | NA | NA | NA | … | … | -1.01 | -0.92 | -1.46 | -1.14 | -1.57 | -1.40 | -1.14 | 2.39 | 0.07 | -0.69 | 39.73 |
| Standard Deviation(%) | NA | 59.07 | 45.26 | 37.61 | NA | NA | NA | … | … | 80.53 | 23.21 | 41.07 | 30.00 | 21.73 | 21.22 | 20.18 | 17.08 | 17.26 | 35.01 | 0.00 |
| Draw Down(%) | NA | 48.66 | 72.51 | 75.17 | NA | NA | NA | … | … | 45.62 | 15.49 | 53.84 | 25.44 | 20.87 | 22.67 | 21.10 | 6.91 | 12.46 | 36.52 | 0.00 |
| Yield(%) | 0.00 | 43.71 | 21.99 | 14.16 | 13.91 | 9.28 | 6.96 | … | … | 33.19 | 14.79 | 22.64 | 25.98 | 8.65 | 8.32 | 1.06 | 0.38 | 0.00 | 1.83 | 0.00 |
Data as of 06/26/2020, Common starting date is 12/31/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAUPX (ALLIANZGI ULTRA MICRO CAP FUND CLASS P) |
-7.14%
Mar 2017 – Mar 2020 |
-4.56%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAUPX (ALLIANZGI ULTRA MICRO CAP FUND CLASS P) |
27.30%
Sep 2011 – Sep 2014 |
17.41%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart