Ratings & Risk for Allianz OCC Growth P (AOGPX)

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

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Average
    		449
    5-Year Above Average Average
    		390
    10-Year Below Average Average
    		278
    Overall Average 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 19.60 -0.02 -0.13
    5-Year 16.40 0.39 0.10
    10-Year 19.61 -0.05 -0.18
    15-Year 19.11 0.56 0.16
    20-Year 17.87 0.65 0.22
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 90.74 0.81 5.62
    3-Year 88.50 0.94 4.66
    5-Year 87.51 0.96 2.99
    10-Year 75.48 1.06 -0.83

    S&P 500 TR

    Trailing data as of 10/31/2009