Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEGRX (ALLIANZGI U.S. SMALL-CAP GROWTH FUND CLASS R) | NA | -11.00% | -7.48% | 4.65% | NA | NA | NA | … | … |
Data as of 07/14/2017, Common starting date is 12/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEGRX (ALLIANZGI U.S. SMALL-CAP GROWTH FUND CLASS R) | 12/21/2010 | 07/14/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -23.70 | -11.00 | -7.48 | 4.65 | NA | NA | NA | … | … | -15.13 | 2.59 | -8.52 | 0.14 | 46.13 | 9.71 | -3.43 | -0.93 |
| Sharpe Ratio | NA | -0.28 | -0.23 | 0.13 | NA | NA | NA | … | … | -0.68 | 0.12 | -0.47 | 0.01 | 2.81 | 0.53 | -0.10 | -5.59 |
| Standard Deviation(%) | NA | 40.74 | 33.05 | 34.29 | NA | NA | NA | … | … | 39.82 | 19.95 | 18.31 | 18.89 | 16.42 | 18.33 | 35.77 | 5.13 |
| Draw Down(%) | NA | 24.07 | 34.90 | 34.90 | NA | NA | NA | … | … | 24.07 | 21.14 | 19.82 | 15.67 | 6.47 | 16.68 | 34.68 | 0.93 |
| Yield(%) | 0.00 | 20.92 | 11.03 | 11.99 | 6.10 | 4.06 | 3.05 | … | … | 0.00 | 21.07 | 7.41 | 11.75 | 9.16 | 2.06 | 7.04 | 0.00 |
Data as of 07/14/2017, Common starting date is 12/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEGRX (ALLIANZGI U.S. SMALL-CAP GROWTH FUND CLASS R) |
-3.34%
Oct 2013 – Oct 2016 |
2.45%
Apr 2011 – Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEGRX (ALLIANZGI U.S. SMALL-CAP GROWTH FUND CLASS R) |
22.41%
Sep 2011 – Sep 2014 |
11.89%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart