Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGOPX (Allianz Global Small-Cap Opport Port) | NA | -20.12% | -12.70% | -2.11% | NA | NA | NA | … | … |
Data as of 11/18/2020, Common starting date is 07/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGOPX (Allianz Global Small-Cap Opport Port) | 07/28/2014 | 11/18/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -15.90 | -20.12 | -12.70 | -2.11 | NA | NA | NA | … | … | -21.19 | 17.67 | -18.21 | 8.64 | 11.84 | 0.62 | -1.62 |
| Sharpe Ratio | NA | -0.53 | -0.51 | -0.13 | NA | NA | NA | … | … | -0.58 | 1.41 | -1.11 | 0.47 | 0.78 | 0.04 | -0.28 |
| Standard Deviation(%) | NA | 38.51 | 26.75 | 22.16 | NA | NA | NA | … | … | 40.81 | 11.79 | 17.54 | 17.18 | 14.77 | 13.77 | 13.35 |
| Draw Down(%) | NA | 43.55 | 52.05 | 52.31 | NA | NA | NA | … | … | 43.55 | 7.47 | 27.03 | 14.41 | 13.48 | 11.74 | 13.17 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/18/2020, Common starting date is 07/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGOPX (Allianz Global Small-Cap Opport Port) |
-12.62%
Mar 2017 – Mar 2020 |
-5.48%
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 |
|---|---|---|---|---|
| AGOPX (Allianz Global Small-Cap Opport Port) |
12.18%
Oct 2014 – Oct 2017 |
3.31%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart