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PGWAX: ALLIANZGI FOCUSED GROWTH FUND A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 12/28/1990 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 4.65% |
| Expenses | 0.71% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.9 | 10.8 | 28.2 | 17.9 | 15.7 | 16.1 | 12.9 | 10.5 | 30.9 | 49.8 | -38.4 | 1.7 | 36.5 | 34.0 | -6.0 | 31.5 | 1.5 | 10.1 | 9.3 | 38.9 | 17.0 | -0.3 | 13.1 | 33.3 | -37.3 | 18.7 | 14.9 | 5.6 | 9.4 | 25.2 | -29.2 | -29.1 | -14.3 | 41.3 | 40.0 | 23.1 | 18.4 | 14.3 | -5.5 | 0.2 | 0.5 | 34.3 | 1.6 |
| Sharpe Ratio | NA | 0.1 | 0.29 | 1.08 | 0.65 | 0.63 | NA | NA | 0.39 | 1.23 | 2.61 | -1.19 | 0.06 | 0.98 | 2.05 | -0.32 | 3.48 | 0.09 | 0.6 | 0.62 | 3.16 | 1.18 | -0.01 | 0.69 | 1.31 | -0.93 | 0.96 | 0.92 | 0.33 | 0.6 | 1.32 | -1.21 | -1.32 | -0.48 | 1.59 | 1.46 | 0.99 | 1.1 | 0.7 | -0.68 | -0.12 | -0.14 | 1.85 | NA |
| Draw Down(%) | NA | 22.5 | 22.6 | 22.6 | 38.3 | 38.3 | NA | NA | 66.5 | 14.0 | 10.1 | 40.3 | 22.7 | 31.8 | 8.4 | 25.5 | 2.8 | 13.6 | 13.0 | 9.3 | 6.2 | 11.6 | 20.7 | 16.5 | 20.1 | 47.0 | 9.3 | 11.1 | 8.2 | 13.5 | 13.9 | 33.5 | 39.6 | 31.5 | 15.9 | 27.8 | 11.6 | 10.7 | 14.5 | 12.9 | 11.8 | 10.3 | 9.0 | 0.0 |
| Standard Deviation(%) | NA | 32.1 | 26.2 | 23.0 | 24.3 | 22.8 | NA | NA | 21.4 | 19.7 | 17.6 | 33.5 | 28.7 | 37.0 | 15.9 | 22.5 | 8.9 | 14.2 | 16.7 | 15.0 | 12.3 | 14.5 | 25.4 | 18.8 | 25.3 | 40.9 | 16.4 | 12.7 | 10.6 | 14.2 | 18.6 | 25.0 | 24.0 | 38.0 | 24.0 | 25.1 | 19.6 | 13.5 | 14.9 | 12.4 | 15.1 | 13.3 | 16.4 | 0.0 |
| Treynor Ratio | NA | 0.03 | 0.08 | 0.27 | 0.17 | 0.15 | NA | NA | 0.09 | 0.26 | 0.52 | -0.46 | 0.02 | 0.37 | 0.44 | -0.07 | 0.32 | 0.01 | 0.1 | 0.09 | 0.4 | 0.18 | 0.0 | 0.13 | 0.33 | -0.35 | 0.16 | 0.13 | 0.04 | 0.09 | 0.26 | -0.4 | -0.5 | -0.18 | 0.37 | 0.39 | 0.22 | 0.22 | 0.17 | -0.1 | -0.02 | -0.02 | 0.34 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | 0.01 | 0.02 | 0.01 | NA | NA | 0.01 | 0.02 | 0.03 | -0.02 | 0.02 | -0.04 | 0.01 | -0.03 | 0.0 | 0.01 | 0.01 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.02 | 0.03 | 0.05 | -0.02 | 0.01 | 0.0 | -0.01 | -0.05 | 0.03 | 0.08 | 0.03 | 0.01 | 0.02 | -0.02 | -0.03 | 0.01 | 0.0 | -0.02 | NA |
| Beta | NA | 0.97 | 0.95 | 0.93 | 0.91 | 0.93 | NA | NA | 0.92 | 0.93 | 0.89 | 0.88 | 0.77 | 0.98 | 0.73 | 1.06 | 0.98 | 0.94 | 1.02 | 1.07 | 0.98 | 0.98 | 0.95 | 0.97 | 1.01 | 1.08 | 0.97 | 0.92 | 0.86 | 0.94 | 0.95 | 0.75 | 0.64 | 1.0 | 1.02 | 0.94 | 0.88 | 0.69 | 0.61 | 0.81 | 0.89 | 0.97 | 0.9 | NA |
| RSquared | NA | 0.96 | 0.95 | 0.94 | 0.95 | 0.94 | NA | NA | 0.87 | 0.95 | 0.9 | 0.93 | 0.46 | 0.91 | 0.71 | 0.97 | 0.9 | 0.95 | 0.96 | 0.94 | 0.92 | 0.95 | 0.98 | 0.98 | 0.96 | 0.97 | 0.95 | 0.88 | 0.92 | 0.93 | 0.97 | 0.91 | 0.87 | 0.83 | 0.81 | 0.82 | 0.82 | 0.53 | 0.19 | 0.49 | 0.35 | 0.66 | 0.73 | 0.0 |
| Yield(%) | N/A | 0.0 | 4.7 | 5.6 | 9.6 | 10.4 | 14.5 | 13.1 | N/A | 6.0 | 3.7 | 3.9 | 19.7 | 11.7 | 16.1 | 11.0 | 1.7 | 2.5 | 6.8 | 9.4 | 10.4 | 7.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 6.1 | 17.9 | 15.4 | 18.1 | 14.9 | 0.0 | 0.0 | 0.0 | 0.0 | 1.2 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | 141.9 | -68.9 | 61.9 | 398.6 | N/A | N/A | N/A | 141.9 | -43.1 | -79.3 | 123.6 | -13.2 | 19.5 | 732.0 | -29.7 | -62.8 | -27.5 | 11.8 | 64.5 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -93.3 | -58.6 | 44.6 | -10.0 | 23.9 | N/A | N/A | N/A | N/A | -100.0 | 30.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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See LARGE GROWTH Asset Class Trend Rankings |
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