Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DGHCX (ALLIANZ RCM WELLNESS FUND D) | NA | 10.15% | 23.24% | 18.68% | 10.43% | 6.32% | NA | 9.58% |
Data as of 11/13/2015, AR inception is 03/11/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGHCX (ALLIANZ RCM WELLNESS FUND D) | 03/11/1999 | 11/13/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.03 | 10.15 | 23.24 | 18.68 | 10.43 | 6.32 | NA | 9.58 | 8.02 | 8.83 | 10.74 | 9.57 | -5.81 | 10.42 | 30.58 | -26.43 | 10.04 | 0.58 | 1.87 | 12.67 | 28.87 | -26.56 | -16.59 | 72.63 | 4.40 |
| Sharpe Ratio | NA | -0.17 | 0.31 | 0.29 | 0.18 | NA | NA | 0.20 | 0.46 | 0.42 | 0.45 | 0.64 | -0.23 | 0.63 | 1.63 | -0.92 | 0.58 | -0.26 | -0.02 | 0.90 | 1.64 | -1.13 | -0.72 | 1.79 | 0.07 |
| Standard Deviation(%) | NA | 25.13 | 24.24 | 23.84 | 22.40 | NA | NA | 22.38 | 20.11 | 20.84 | 23.63 | 14.99 | 25.18 | 16.44 | 18.71 | 29.79 | 12.15 | 10.40 | 11.87 | 13.08 | 17.14 | 24.49 | 26.49 | 38.26 | 30.85 |
| Draw Down(%) | NA | 17.55 | 19.39 | 22.99 | 40.27 | NA | NA | 49.43 | 17.55 | 16.86 | 19.39 | 12.66 | 22.99 | 13.70 | 17.15 | 38.36 | 5.61 | 12.38 | 8.81 | 13.83 | 8.16 | 35.58 | 32.48 | 36.13 | 17.36 |
| Yield(%) | 0.00 | 13.51 | 15.57 | 12.72 | 7.29 | 4.52 | 5.84 | 7.30 | 0.00 | 16.72 | 22.14 | 8.77 | 10.27 | 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 11/13/2015, AR inception is 03/11/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGHCX (ALLIANZ RCM WELLNESS FUND D) |
-13.59%
Feb 2000 - Feb 2003 |
-5.10%
Feb 2004 - Feb 2009 |
-1.21%
Aug 2000 - Aug 2010 |
5.43%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGHCX (ALLIANZ RCM WELLNESS FUND D) |
29.51%
May 2012 - May 2015 |
24.83%
Feb 2009 - Feb 2014 |
11.90%
Jul 2005 - Jul 2015 |
10.16%
Sep 1999 - Sep 2014 |
Annualized Rolling Returns Comparison Chart