Live Updates:

On | Off

Total Returns for Allianz CCM Capital Appreciation Instl (PAPIX)

  • Growth of $10,000

    From 12/31/1999 to 02/28/2010

    You need a current version of Adobe Flash Player plugin to view this chart.

    Get Adobe Flash player
  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    -0.67% 0.89 -0.06 20

    10 Year History

    2009 2008 2007 2006 2005
    Total Returns Per Year 22.92% -42.54% 17.53% 7.09% 9.42%
    +/- Category -12.76 -1.87 4.18 0.04 2.71
    +/- Index -3.54 -5.54 12.04 -8.70 4.51
    Rank in Category 92 68 27 51 26
    # of Funds in Category 1,796 1,809 1,748 1,642 1,495
    2004 2003 2002 2001 2000
    Total Returns Per Year 12.56% 27.12% -23.32% -18.89% 14.02%
    +/- Category 4.75 -1.54 4.32 3.41 27.07
    +/- Index 1.68 -1.56 -1.22 -7.00 23.12
    Rank in Category 11 50 66 85 3
    # of Funds in Category 1,400 1,311 1,234 1,064 805
    Data as of 02/28/2010
  • Trailing Total Returns

    Total Return Rank in Category +/- S&P 500 TR # of Funds
    1-Day -0.58% -0.55% 1,563
    1-Week 0.72% 14 -0.64% 1,563
    1-Month 4.74% 45 -0.77% 1,563
    3-Month 5.88% 33 -0.41% 1,559
    Year-to-date 4.03% 30 -0.98% 1,560
    1-Year 39.07% 91 -10.91% 1,479
    3-Year Annualized -4.94% 87 -1.45% 1,291
    5-Year Annualized 0.14% 88 -1.56% 1,064
    10-Year Annualized -0.68% 25 -0.37% 282
    Since Inception 8.74%
    Inception Date 03/08/1991
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 02/28/2010
    10 Year and Since Inception data as of 03/19/2010
  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 12/31/2009) (as of 02/28/2010)
    1-Month 3.76% 4.16%
    3-Month 6.49% 3.06%
    Year-to-date 22.92% -0.67%
    1-Year 22.92% 39.25%
    3-Year Annualized -6.01% -6.24%
    5-Year Annualized -0.55% -0.89%
    10-Year Annualized -0.13% -0.68%
    Since Inception 8.85% 8.74%
    Inception Date 03/08/1991
    Data as of 02/28/2010
  • Tax Analysis

    Potential Capital Gains Exposure -35.92%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return -0.67% 39.25% -6.24% -0.89% -0.68% 8.74%
    On Distribution* -0.67% 38.95% -6.92% -1.54% -1.94% 7.02%
    Rank in Category 14 87 82 84 31
    On Distribution & Sales of Shares* -0.44% 25.51% -5.35% -0.80% -1.01% 7.10%
    Rank in Category 14 86 80 83 27
    Tax Cost Ratio 0.72% 0.66% 1.27%
    Data as of 02/28/2010
    * After Tax