Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABLPX (ALLIANZGI RETIREMENT 2030 FUND P) | NA | 14.93% | 7.03% | 8.48% | 6.82% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABLPX (ALLIANZGI RETIREMENT 2030 FUND P) | 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 | 14.93 | 7.03 | 8.48 | 6.82 | NA | NA | … | … | -15.49 | 18.59 | -8.68 | 18.48 | 8.13 | -2.16 | 2.03 | 7.87 | 11.98 | -1.48 | 13.89 | 29.30 |
| Sharpe Ratio | NA | -0.37 | -0.13 | 0.16 | 0.31 | NA | NA | … | … | -0.61 | 2.32 | -0.93 | 3.42 | 1.05 | -0.29 | 0.39 | 1.37 | 2.03 | -0.11 | 1.34 | 2.11 |
| Standard Deviation(%) | NA | 29.53 | 18.62 | 15.08 | 12.19 | NA | NA | … | … | 34.90 | 7.42 | 10.75 | 5.25 | 7.49 | 7.42 | 5.19 | 5.70 | 5.92 | 14.03 | 10.33 | 13.89 |
| Draw Down(%) | NA | 23.24 | 23.24 | 23.24 | 23.24 | NA | NA | … | … | 23.24 | 4.37 | 15.73 | 1.52 | 6.74 | 8.84 | 5.59 | 6.95 | 4.85 | 15.32 | 7.64 | 14.75 |
| Yield(%) | 22.07 | 37.98 | 15.94 | 12.25 | 8.72 | 7.94 | 5.96 | … | … | 23.75 | 18.57 | 6.75 | 6.33 | 2.99 | 3.31 | 4.76 | 2.53 | 3.63 | 9.10 | 7.57 | 4.33 |
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 |
|---|---|---|---|---|
| ABLPX (ALLIANZGI RETIREMENT 2030 FUND P) |
0.62%
Feb 2013 – Feb 2016 |
2.14%
Feb 2011 – Feb 2016 |
4.69%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABLPX (ALLIANZGI RETIREMENT 2030 FUND P) |
19.49%
Feb 2009 – Feb 2012 |
14.40%
Feb 2009 – Feb 2014 |
9.23%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart