Ratings & Risk for Allianz CCM Capital Appreciation Instl (PAPIX)

Morningstar Category: Large Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Below Average
    		449
    5-Year Below Average Average
    		390
    10-Year Above Average Below Average
    		278
    Overall Average Below Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 19.43 -0.53 -0.45
    5-Year 16.44 0.07 -0.13
    10-Year 15.82 0.14 -0.08
    15-Year 15.84 0.70 0.30
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 93.40 0.76 -1.60
    3-Year 88.99 0.93 -1.57
    5-Year 87.01 0.96 -0.89
    10-Year 76.36 0.85 0.93

    S&P 500 TR

    Trailing data as of 10/31/2009