Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMDCX (ALLIANZGI MID-CAP FUND C) | 13.28% | 20.53% | 21.44% | 6.99% | 13.56% | 11.54% | 10.01% | … | … |
Data as of 06/03/2026, Common starting date is 07/01/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMDCX (ALLIANZGI MID-CAP FUND C) | 07/01/2002 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.87 | 20.53 | 21.44 | 6.99 | 13.56 | 11.54 | 10.01 | … | … | 13.28 | 17.08 | 18.93 | 23.35 | -33.22 | 13.29 | 53.48 | 40.54 | -12.45 | 23.84 | 6.09 | 1.93 | 6.22 | 36.80 | 6.90 | -7.26 | 24.78 | 46.50 | -42.22 | 12.60 | 6.03 | 8.78 | 13.42 | 26.92 | -3.70 |
| Sharpe Ratio | NA | 1.12 | 0.89 | 0.18 | 0.50 | NA | NA | … | … | 1.48 | 0.54 | 0.87 | 1.14 | -1.03 | 0.56 | 1.43 | 2.31 | -0.65 | 2.19 | 0.33 | 0.11 | 0.40 | 2.67 | 0.39 | -0.24 | 1.13 | 1.55 | -1.02 | 0.54 | 0.16 | 0.49 | 0.83 | 1.51 | -0.24 |
| Standard Deviation(%) | NA | 19.05 | 21.36 | 24.06 | 23.66 | NA | NA | … | … | 22.43 | 26.61 | 17.59 | 17.50 | 33.62 | 23.86 | 37.11 | 16.92 | 21.47 | 10.64 | 17.86 | 16.67 | 15.44 | 13.79 | 17.57 | 30.46 | 21.89 | 29.98 | 42.42 | 17.43 | 16.05 | 13.32 | 14.93 | 17.31 | 34.06 |
| Draw Down(%) | NA | 14.05 | 27.02 | 44.19 | 44.19 | NA | NA | … | … | 11.95 | 27.02 | 11.40 | 17.37 | 37.97 | 15.22 | 34.45 | 8.06 | 27.34 | 4.82 | 17.41 | 13.47 | 12.19 | 5.33 | 17.17 | 28.08 | 17.29 | 18.90 | 53.09 | 11.11 | 17.57 | 10.31 | 16.27 | 10.05 | 21.32 |
| Yield(%) | 0.00 | 31.04 | 15.37 | 12.25 | 14.92 | 12.39 | 10.79 | … | … | 0.00 | 34.03 | 0.00 | 0.00 | 0.00 | 40.30 | 19.17 | 8.24 | 15.01 | 13.14 | 9.48 | 6.85 | 15.99 | 0.00 | 8.96 | 3.37 | 0.00 | 0.00 | 0.26 | 1.19 | 19.97 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| RMDCX (ALLIANZGI MID-CAP FUND C) |
-15.43%
Feb 2006 – Feb 2009 |
-6.05%
Feb 2004 – Feb 2009 |
4.72%
Jan 2006 – Jan 2016 |
6.65%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMDCX (ALLIANZGI MID-CAP FUND C) |
34.70%
Dec 2018 – Dec 2021 |
24.07%
Oct 2016 – Oct 2021 |
17.17%
Sep 2011 – Sep 2021 |
14.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart