Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGSBX (ALLIANZ RCM GLOBAL SMALL-CAP FUND B) | NA | 4.29% | 13.01% | 10.49% | 5.59% | NA | NA | … | … |
Data as of 12/04/2015, Common starting date is 07/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGSBX (ALLIANZ RCM GLOBAL SMALL-CAP FUND B) | 07/01/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 4.29 | 13.01 | 10.49 | 5.59 | NA | NA | … | … | 4.35 | -2.36 | 38.79 | 19.64 | -6.21 | 29.76 | 42.16 | -53.59 | -4.55 | 19.34 | 17.72 | 21.47 | 55.78 | -11.95 |
| Sharpe Ratio | NA | 0.31 | 0.96 | 0.57 | 0.17 | NA | NA | … | … | 0.34 | -0.17 | 3.02 | 1.22 | -0.21 | 1.36 | 1.44 | -1.50 | -0.38 | 1.04 | 1.49 | 1.52 | 4.25 | -1.28 |
| Standard Deviation(%) | NA | 13.80 | 13.52 | 18.53 | 22.69 | NA | NA | … | … | 13.71 | 13.97 | 12.84 | 16.23 | 29.80 | 21.85 | 29.26 | 36.27 | 20.26 | 15.47 | 10.42 | 13.53 | 12.96 | 18.18 |
| Draw Down(%) | NA | 12.95 | 14.31 | 27.53 | 71.28 | NA | NA | … | … | 12.95 | 14.31 | 6.81 | 12.35 | 27.53 | 17.90 | 26.64 | 62.08 | 21.17 | 19.30 | 8.54 | 12.44 | 9.44 | 18.58 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.07 | 1.37 | 1.02 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/04/2015, Common starting date is 07/01/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGSBX (ALLIANZ RCM GLOBAL SMALL-CAP FUND B) |
-23.16%
Feb 2006 – Feb 2009 |
-8.15%
Feb 2004 – Feb 2009 |
5.25%
Sep 2005 – Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGSBX (ALLIANZ RCM GLOBAL SMALL-CAP FUND B) |
36.76%
Mar 2003 – Mar 2006 |
28.71%
Feb 2009 – Feb 2014 |
11.98%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart