Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PREDX (ALLIANZ NFJ MID-CAP VALUE FUND D) | NA | -3.31% | 12.10% | 9.46% | 0.14% | NA | NA | 0.09% |
Data as of 11/13/2015, AR inception is 11/08/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PREDX (ALLIANZ NFJ MID-CAP VALUE FUND D) | 11/08/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.60 | -3.31 | 12.10 | 9.46 | 0.14 | NA | NA | 0.09 | -2.26 | 6.86 | 30.83 | 13.31 | -2.05 | 18.78 | 31.73 | -40.94 | -14.25 | -2.79 | -19.44 | 7.27 |
| Sharpe Ratio | NA | -0.23 | 0.96 | 0.60 | -0.03 | NA | NA | -0.03 | -0.18 | 0.59 | 2.69 | 1.00 | -0.09 | 1.13 | 1.01 | -0.95 | -0.64 | -0.35 | -1.04 | 5.61 |
| Standard Deviation(%) | NA | 14.48 | 12.57 | 15.65 | 25.09 | NA | NA | 23.50 | 14.59 | 11.64 | 11.44 | 13.41 | 23.72 | 16.50 | 31.24 | 43.74 | 27.00 | 17.48 | 20.77 | 10.65 |
| Draw Down(%) | NA | 12.49 | 12.49 | 22.32 | 69.95 | NA | NA | 71.09 | 12.49 | 10.11 | 6.16 | 11.70 | 22.32 | 12.39 | 29.30 | 53.44 | 24.89 | 13.64 | 19.59 | 1.95 |
| Yield(%) | 0.00 | 1.45 | 1.69 | 1.59 | 5.33 | 3.54 | 2.65 | 4.82 | 0.00 | 1.58 | 1.08 | 1.98 | 0.83 | 1.61 | 1.76 | 0.91 | 20.11 | 14.53 | 16.00 | 0.00 |
Data as of 11/13/2015, AR inception is 11/08/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PREDX (ALLIANZ NFJ MID-CAP VALUE FUND D) |
-27.15%
Feb 2006 - Feb 2009 |
-12.18%
Dec 2004 - Dec 2009 |
-0.38%
Dec 2004 - Dec 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PREDX (ALLIANZ NFJ MID-CAP VALUE FUND D) |
27.77%
Feb 2009 - Feb 2012 |
22.95%
Feb 2009 - Feb 2014 |
1.02%
Apr 2005 - Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart