Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABLIX (ALLIANZGI RETIREMENT 2030 FUND R6) | NA | 15.12% | 7.17% | 8.60% | 6.92% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABLIX (ALLIANZGI RETIREMENT 2030 FUND R6) | 01/02/2009 | 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 (%) | 0.03 | 15.12 | 7.17 | 8.60 | 6.92 | NA | NA | … | … | -15.30 | 18.76 | -8.60 | 18.59 | 8.19 | -2.01 | 2.11 | 8.03 | 12.04 | -1.44 | 13.92 | 29.47 |
| Sharpe Ratio | NA | -0.36 | -0.13 | 0.17 | 0.32 | NA | NA | … | … | -0.61 | 2.34 | -0.93 | 3.45 | 1.06 | -0.27 | 0.40 | 1.40 | 2.04 | -0.10 | 1.34 | 2.12 |
| Standard Deviation(%) | NA | 29.43 | 18.57 | 15.03 | 12.16 | NA | NA | … | … | 34.78 | 7.43 | 10.73 | 5.23 | 7.49 | 7.41 | 5.22 | 5.71 | 5.92 | 14.03 | 10.31 | 13.92 |
| Draw Down(%) | NA | 23.23 | 23.23 | 23.23 | 23.23 | NA | NA | … | … | 23.23 | 4.35 | 15.68 | 1.56 | 6.78 | 8.77 | 5.54 | 6.94 | 4.90 | 15.31 | 7.69 | 14.75 |
| Yield(%) | 22.00 | 38.16 | 16.02 | 12.34 | 8.81 | 8.03 | 6.02 | … | … | 23.70 | 18.89 | 6.75 | 6.36 | 3.07 | 3.40 | 4.84 | 2.59 | 3.63 | 9.18 | 7.62 | 4.44 |
Data as of 09/16/2020, Common starting date is 01/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABLIX (ALLIANZGI RETIREMENT 2030 FUND R6) |
0.72%
Feb 2013 – Feb 2016 |
2.23%
Feb 2011 – Feb 2016 |
4.79%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABLIX (ALLIANZGI RETIREMENT 2030 FUND R6) |
19.56%
Feb 2009 – Feb 2012 |
14.48%
Feb 2009 – Feb 2014 |
9.32%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart