Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRMRX (ALLIANZGI MID-CAP FUND R) | NA | 50.64% | 24.01% | 20.89% | 14.11% | 11.46% | NA | … | … |
Data as of 05/25/2021, Common starting date is 03/14/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRMRX (ALLIANZGI MID-CAP FUND R) | 03/14/2003 | 05/25/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.53 | 50.64 | 24.01 | 20.89 | 14.11 | 11.46 | NA | … | … | 2.70 | 54.13 | 40.83 | -11.45 | 24.22 | 6.88 | 2.60 | 6.43 | 37.73 | 7.51 | -7.09 | 25.84 | 46.83 | -41.76 | 13.62 | 6.47 | 9.29 | 13.50 | 32.40 |
| Sharpe Ratio | NA | 2.06 | 0.83 | 0.87 | 0.63 | NA | NA | … | … | 0.24 | 1.45 | 2.34 | -0.60 | 2.25 | 0.37 | 0.16 | 0.41 | 2.76 | 0.43 | -0.23 | 1.18 | 1.57 | -1.00 | 0.61 | 0.19 | 0.53 | 0.83 | 2.59 |
| Standard Deviation(%) | NA | 24.89 | 27.77 | 23.22 | 21.72 | NA | NA | … | … | 28.84 | 37.08 | 16.83 | 21.63 | 10.51 | 17.99 | 16.56 | 15.57 | 13.66 | 17.55 | 30.39 | 21.88 | 29.73 | 42.69 | 17.33 | 15.87 | 13.25 | 15.03 | 15.94 |
| Draw Down(%) | NA | 13.17 | 34.47 | 34.47 | 34.47 | NA | NA | … | … | 13.17 | 34.47 | 8.14 | 26.62 | 4.94 | 17.42 | 13.30 | 12.09 | 5.18 | 17.13 | 27.94 | 17.54 | 18.39 | 53.10 | 11.22 | 17.59 | 10.04 | 15.89 | 5.80 |
| Yield(%) | 0.00 | 14.78 | 10.81 | 11.22 | 9.20 | 8.11 | 10.05 | … | … | 0.00 | 15.37 | 6.73 | 12.73 | 11.39 | 8.35 | 6.12 | 14.57 | 0.00 | 8.32 | 3.15 | 0.12 | 0.12 | 0.25 | 1.14 | 19.36 | 0.00 | 0.00 | 0.00 |
Data as of 05/25/2021, Common starting date is 03/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRMRX (ALLIANZGI MID-CAP FUND R) |
-14.91%
Feb 2006 – Feb 2009 |
-5.54%
Feb 2004 – Feb 2009 |
5.27%
Jan 2006 – Jan 2016 |
7.24%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRMRX (ALLIANZGI MID-CAP FUND R) |
28.85%
Feb 2009 – Feb 2012 |
24.33%
Feb 2016 – Feb 2021 |
15.86%
Feb 2009 – Feb 2019 |
11.44%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison Chart