Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARDDX (Allianz RCM Disciplined Equity D) | NA | -51.28% | -17.51% | -3.11% | 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 |
|---|---|---|
| ARDDX (Allianz RCM Disciplined Equity D) | 07/21/2008 | 05/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -56.74 | -51.28 | -17.51 | -3.11 | NA | NA | NA | … | … | 11.66 | 9.74 | -0.76 | 13.73 | 41.79 | -31.20 |
| Sharpe Ratio | NA | 1.22 | 0.49 | 0.80 | NA | NA | NA | … | … | 0.78 | 0.67 | -0.03 | 0.79 | 1.46 | -1.01 |
| Standard Deviation(%) | NA | 11.12 | 17.74 | 17.52 | NA | NA | NA | … | … | 15.05 | 14.63 | 24.64 | 17.34 | 28.48 | 56.03 |
| Draw Down(%) | NA | 6.32 | 21.23 | 21.97 | NA | NA | NA | … | … | 11.03 | 12.94 | 21.97 | 15.98 | 24.80 | 45.82 |
| Yield(%) | 0.00 | 11.56 | 5.42 | 6.44 | 2.58 | 1.72 | 1.29 | … | … | 12.65 | 2.13 | 1.52 | 3.83 | 4.82 | 1.42 |
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 |
|---|---|---|---|---|
| ARDDX (Allianz RCM Disciplined Equity D) |
0.61%
Aug 2008 – Aug 2011 |
5.41%
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 |
|---|---|---|---|---|
| ARDDX (Allianz RCM Disciplined Equity D) |
27.14%
Feb 2009 – Feb 2012 |
21.13%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart