Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| POPAX (Allianz AGIC Opportunity A) | NA | -3.39% | 7.97% | 7.11% | 5.52% | 0.70% | NA | 5.15% |
Data as of 03/06/2015, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POPAX (Allianz AGIC Opportunity A) | 06/21/1996 | 03/06/2015 |
| 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.81 | -3.39 | 7.97 | 7.11 | 5.52 | 0.70 | NA | 5.15 | -2.01 | -0.44 | 35.12 | 5.27 | -10.88 | 18.51 | 58.54 | -46.32 | 8.19 | 18.64 | 4.99 | 12.23 | 60.11 | -29.00 | -17.31 | -14.08 | 65.51 | 1.90 | -3.97 | 0.14 |
| Sharpe Ratio | NA | -0.21 | 0.43 | 0.29 | 0.16 | NA | NA | 0.04 | -0.56 | -0.03 | 2.19 | 0.23 | -0.30 | 0.73 | 1.55 | -0.93 | 0.25 | 0.83 | 0.17 | 0.58 | 2.85 | -1.00 | -0.61 | -0.34 | 2.86 | -0.05 | -2.75 | -0.16 |
| Standard Deviation(%) | NA | 16.54 | 18.50 | 24.28 | 28.46 | NA | NA | 28.93 | 19.49 | 16.17 | 15.99 | 22.40 | 36.11 | 25.33 | 37.63 | 50.60 | 20.94 | 18.46 | 16.10 | 19.41 | 20.85 | 30.16 | 32.75 | 53.04 | 21.79 | 29.02 | 21.42 | 20.70 |
| Draw Down(%) | NA | 15.11 | 21.88 | 37.03 | 65.32 | NA | NA | 70.11 | 4.87 | 15.11 | 7.51 | 21.88 | 37.03 | 21.59 | 28.61 | 61.17 | 15.41 | 20.87 | 13.55 | 19.56 | 16.63 | 42.48 | 42.83 | 45.65 | 15.70 | 43.72 | 24.51 | 16.44 |
| Yield(%) | 0.00 | 9.78 | 6.83 | 5.03 | 4.37 | 2.35 | 4.66 | 5.18 | 0.00 | 9.96 | 6.17 | 3.09 | 2.46 | 0.00 | 0.00 | 0.00 | 11.82 | 2.23 | 0.00 | 0.00 | 0.00 | 0.51 | 0.00 | 16.87 | 33.04 | 16.39 | 6.25 | 13.38 |
Data as of 03/06/2015, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POPAX (Allianz AGIC Opportunity A) |
-28.65%
Feb 2000 - Feb 2003 |
-7.44%
Feb 2000 - Feb 2005 |
-2.22%
Feb 2000 - Feb 2010 |
1.36%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POPAX (Allianz AGIC Opportunity A) |
34.86%
Mar 1997 - Mar 2000 |
22.86%
Sep 2002 - Sep 2007 |
10.43%
Mar 2003 - Mar 2013 |
7.51%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart