Ratings & Risk for Allianz OCC Target A (PTAAX)

Morningstar Category: Mid-Cap Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average High
    		238
    5-Year Below Average High
    		208
    10-Year Average Above Average
    		136
    Overall Average High
    		—
    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 28.75 -0.11 -0.13
    5-Year 24.09 0.34 0.04
    10-Year 28.53 0.46 0.09
    15-Year 25.54 0.88 0.27
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 82.00 1.24 7.38
    3-Year 81.34 1.32 6.55
    5-Year 80.22 1.35 2.88
    10-Year 53.28 1.29 5.84

    S&P 500 TR

    Trailing data as of 10/31/2009