Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABLCX (ALLIANZGI RETIREMENT 2030 FUND C) | NA | 13.81% | 5.94% | 7.37% | 5.71% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABLCX (ALLIANZGI RETIREMENT 2030 FUND C) | 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 (%) | -0.02 | 13.81 | 5.94 | 7.37 | 5.71 | NA | NA | … | … | -16.77 | 17.41 | -9.66 | 17.22 | 6.96 | -3.15 | 0.92 | 6.81 | 10.75 | -2.44 | 13.10 | 27.88 |
| Sharpe Ratio | NA | -0.42 | -0.20 | 0.08 | 0.21 | NA | NA | … | … | -0.64 | 2.15 | -1.03 | 3.17 | 0.89 | -0.43 | 0.17 | 1.18 | 1.81 | -0.18 | 1.26 | 2.06 |
| Standard Deviation(%) | NA | 30.26 | 19.00 | 15.36 | 12.37 | NA | NA | … | … | 35.78 | 7.44 | 10.68 | 5.26 | 7.54 | 7.39 | 5.22 | 5.72 | 5.96 | 14.03 | 10.31 | 13.89 |
| Draw Down(%) | NA | 23.29 | 23.29 | 23.29 | 23.29 | NA | NA | … | … | 23.29 | 4.46 | 16.55 | 1.56 | 6.90 | 9.20 | 6.04 | 7.04 | 5.04 | 15.67 | 7.51 | 13.49 |
| Yield(%) | 22.73 | 38.13 | 15.33 | 11.41 | 7.82 | 7.05 | 5.29 | … | … | 24.30 | 18.03 | 5.62 | 5.28 | 1.95 | 2.29 | 3.64 | 1.45 | 2.51 | 8.24 | 7.46 | 3.99 |
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 |
|---|---|---|---|---|
| ABLCX (ALLIANZGI RETIREMENT 2030 FUND C) |
-0.45%
Feb 2013 – Feb 2016 |
1.07%
Feb 2011 – Feb 2016 |
3.64%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABLCX (ALLIANZGI RETIREMENT 2030 FUND C) |
18.43%
Feb 2009 – Feb 2012 |
13.31%
Feb 2009 – Feb 2014 |
8.14%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart