Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANUPX (ALLIANZGI NFJ GLOBAL DIVIDEND VALUE FUND CLASS P) | NA | 12.03% | 1.46% | 5.92% | NA | NA | NA | … | … |
Data as of 09/28/2017, Common starting date is 06/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANUPX (ALLIANZGI NFJ GLOBAL DIVIDEND VALUE FUND CLASS P) | 06/30/2009 | 09/28/2017 |
| 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.37 | 12.03 | 1.46 | 5.92 | NA | NA | NA | … | … | 7.16 | 9.40 | -9.16 | 0.57 | 21.52 | 14.21 | -4.03 | 8.71 | 21.42 |
| Sharpe Ratio | NA | 1.53 | 0.07 | 0.46 | NA | NA | NA | … | … | 1.32 | 0.58 | -0.63 | 0.05 | 1.95 | 1.03 | -0.17 | 0.49 | 2.78 |
| Standard Deviation(%) | NA | 7.55 | 13.70 | 12.69 | NA | NA | NA | … | … | 6.95 | 15.87 | 14.69 | 11.07 | 11.01 | 13.88 | 23.71 | 17.56 | 16.73 |
| Draw Down(%) | NA | 3.83 | 21.84 | 24.02 | NA | NA | NA | … | … | 2.62 | 10.05 | 16.02 | 11.29 | 8.25 | 14.17 | 23.16 | 14.82 | 5.78 |
| Yield(%) | 0.00 | 4.12 | 8.05 | 7.87 | 6.43 | 4.29 | 3.21 | … | … | 1.79 | 4.51 | 15.63 | 9.05 | 6.13 | 3.44 | 4.40 | 5.63 | 0.00 |
Data as of 09/28/2017, Common starting date is 06/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANUPX (ALLIANZGI NFJ GLOBAL DIVIDEND VALUE FUND CLASS P) |
-1.56%
Oct 2013 – Oct 2016 |
1.92%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANUPX (ALLIANZGI NFJ GLOBAL DIVIDEND VALUE FUND CLASS P) |
15.95%
Sep 2011 – Sep 2014 |
11.23%
Jul 2009 – Jul 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart