Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCVBX (ALLIANZ NFJ SMALL-CAP VALUE FUND B) | NA | -6.58% | 7.78% | 6.92% | 6.25% | 10.07% | NA | … | … |
Data as of 12/04/2015, Common starting date is 11/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCVBX (ALLIANZ NFJ SMALL-CAP VALUE FUND B) | 11/12/1998 | 12/04/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.49 | -6.58 | 7.78 | 6.92 | 6.25 | 10.07 | NA | … | … | -6.70 | -23.11 | 16.22 | 2.25 | -1.88 | 23.66 | 21.52 | -35.60 | -5.43 | 7.62 | -0.07 | 14.37 | 27.06 | 0.68 | 17.36 | 18.04 | -8.70 | 0.26 |
| Sharpe Ratio | NA | -0.78 | -0.26 | -0.10 | -0.11 | NA | NA | … | … | -0.50 | -0.83 | 0.97 | 0.14 | -0.07 | 1.29 | 0.73 | -0.84 | -0.43 | 0.29 | -0.14 | 0.93 | 2.00 | -0.02 | 1.05 | 0.93 | -1.22 | -0.07 |
| Standard Deviation(%) | NA | 36.85 | 28.54 | 29.90 | 33.87 | NA | NA | … | … | 14.30 | 27.92 | 16.77 | 15.44 | 25.85 | 18.26 | 29.26 | 43.34 | 19.71 | 14.92 | 16.03 | 14.43 | 13.15 | 18.58 | 14.58 | 14.99 | 9.75 | 14.56 |
| Draw Down(%) | NA | 31.88 | 37.49 | 37.49 | 61.41 | NA | NA | … | … | 13.85 | 30.24 | 12.37 | 11.65 | 21.88 | 13.67 | 30.07 | 46.10 | 18.96 | 10.44 | 11.09 | 8.80 | 10.78 | 21.17 | 15.11 | 10.17 | 16.25 | 6.43 |
| Yield(%) | 0.00 | 23.29 | 15.23 | 10.53 | 8.18 | 12.42 | 9.42 | … | … | 0.00 | 23.72 | 13.39 | 7.06 | 3.03 | 0.31 | 1.41 | 8.02 | 10.84 | 9.96 | 9.96 | 7.69 | 2.12 | 1.06 | 0.40 | 2.21 | 0.00 | 0.00 |
Data as of 12/04/2015, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCVBX (ALLIANZ NFJ SMALL-CAP VALUE FUND B) |
-11.51%
Feb 2006 – Feb 2009 |
-1.41%
Feb 2004 – Feb 2009 |
5.91%
Sep 2005 – Sep 2015 |
9.87%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCVBX (ALLIANZ NFJ SMALL-CAP VALUE FUND B) |
26.80%
Feb 2009 – Feb 2012 |
22.18%
Feb 2009 – Feb 2014 |
11.97%
Mar 2003 – Mar 2013 |
11.99%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart