Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABLAX (ALLIANZGI RETIREMENT 2030 FUND A) | NA | 14.61% | 6.73% | 8.18% | 6.50% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABLAX (ALLIANZGI RETIREMENT 2030 FUND A) | 01/09/2009 | 09/16/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | 14.61 | 6.73 | 8.18 | 6.50 | NA | NA | … | … | -16.02 | 18.33 | -8.99 | 18.13 | 7.84 | -2.47 | 1.74 | 7.56 | 11.69 | -1.88 | 13.84 | 28.47 |
| Sharpe Ratio | NA | -0.39 | -0.16 | 0.14 | 0.28 | NA | NA | … | … | -0.62 | 2.28 | -0.96 | 3.35 | 1.01 | -0.34 | 0.33 | 1.31 | 1.96 | -0.14 | 1.33 | 2.10 |
| Standard Deviation(%) | NA | 29.96 | 18.85 | 15.24 | 12.29 | NA | NA | … | … | 35.41 | 7.42 | 10.73 | 5.24 | 7.50 | 7.40 | 5.23 | 5.73 | 5.98 | 14.00 | 10.31 | 13.89 |
| Draw Down(%) | NA | 23.30 | 23.30 | 23.30 | 23.30 | NA | NA | … | … | 23.30 | 4.41 | 16.01 | 1.54 | 6.77 | 8.92 | 5.72 | 6.93 | 4.90 | 15.47 | 7.49 | 13.42 |
| Yield(%) | 22.41 | 38.39 | 15.89 | 12.06 | 8.51 | 7.71 | 5.78 | … | … | 24.08 | 18.73 | 6.45 | 6.08 | 2.31 | 2.87 | 4.55 | 2.43 | 3.54 | 8.95 | 7.64 | 4.33 |
Data as of 09/16/2020, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABLAX (ALLIANZGI RETIREMENT 2030 FUND A) |
0.30%
Feb 2013 – Feb 2016 |
1.82%
Feb 2011 – Feb 2016 |
4.40%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABLAX (ALLIANZGI RETIREMENT 2030 FUND A) |
19.13%
Feb 2009 – Feb 2012 |
14.06%
Feb 2009 – Feb 2014 |
8.91%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart