Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARDAX (Allianz RCM Disciplined Equity A) | NA | 12.68% | 9.07% | 14.46% | NA | NA | NA | … | … |
Data as of 05/16/2014, Common starting date is 07/21/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARDAX (Allianz RCM Disciplined Equity A) | 07/21/2008 | 05/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 12.68 | 9.07 | 14.46 | NA | NA | NA | … | … | 1.20 | 25.05 | 9.80 | -0.76 | 13.20 | 41.76 | -31.19 |
| Sharpe Ratio | NA | 1.14 | 0.51 | 0.86 | NA | NA | NA | … | … | 0.28 | 2.26 | 0.67 | -0.03 | 0.76 | 1.46 | -1.01 |
| Standard Deviation(%) | NA | 11.10 | 17.76 | 17.49 | NA | NA | NA | … | … | 11.41 | 11.09 | 14.62 | 24.62 | 17.34 | 28.53 | 56.06 |
| Draw Down(%) | NA | 6.30 | 20.77 | 21.98 | NA | NA | NA | … | … | 6.30 | 5.41 | 12.96 | 21.98 | 16.07 | 24.84 | 45.82 |
| Yield(%) | 56.66 | 68.00 | 26.39 | 24.13 | 9.29 | 6.19 | 4.65 | … | … | 57.79 | 11.10 | 2.46 | 2.49 | 3.88 | 4.72 | 1.56 |
Data as of 05/16/2014, Common starting date is 07/21/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDAX (Allianz RCM Disciplined Equity A) |
0.46%
Aug 2008 – Aug 2011 |
5.32%
Aug 2008 – Aug 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARDAX (Allianz RCM Disciplined Equity A) |
26.98%
Feb 2009 – Feb 2012 |
21.04%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart