Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABLRX (ALLIANZGI RETIREMENT 2030 FUND R) | NA | 14.26% | 6.37% | 7.79% | 6.15% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABLRX (ALLIANZGI RETIREMENT 2030 FUND R) | 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 | 14.26 | 6.37 | 7.79 | 6.15 | NA | NA | … | … | -16.08 | 17.83 | -9.28 | 17.70 | 7.42 | -2.74 | 1.34 | 7.18 | 11.28 | -2.03 | 13.31 | 28.50 |
| Sharpe Ratio | NA | -0.39 | -0.17 | 0.11 | 0.25 | NA | NA | … | … | -0.63 | 2.21 | -0.99 | 3.28 | 0.96 | -0.37 | 0.25 | 1.25 | 1.90 | -0.15 | 1.28 | 2.10 |
| Standard Deviation(%) | NA | 29.85 | 18.79 | 15.20 | 12.26 | NA | NA | … | … | 35.28 | 7.41 | 10.73 | 5.23 | 7.50 | 7.42 | 5.20 | 5.71 | 5.96 | 14.02 | 10.32 | 13.88 |
| Draw Down(%) | NA | 23.27 | 23.27 | 23.27 | 23.27 | NA | NA | … | … | 23.27 | 4.37 | 16.27 | 1.55 | 6.87 | 9.08 | 5.84 | 7.02 | 4.98 | 15.52 | 7.69 | 13.48 |
| Yield(%) | 22.31 | 37.67 | 15.35 | 11.61 | 8.13 | 7.35 | 5.51 | … | … | 23.93 | 17.85 | 5.94 | 5.31 | 2.38 | 2.87 | 4.14 | 1.86 | 3.46 | 8.62 | 7.15 | 3.90 |
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 |
|---|---|---|---|---|
| ABLRX (ALLIANZGI RETIREMENT 2030 FUND R) |
-0.04%
Feb 2013 – Feb 2016 |
1.49%
Feb 2011 – Feb 2016 |
4.04%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABLRX (ALLIANZGI RETIREMENT 2030 FUND R) |
18.89%
Feb 2009 – Feb 2012 |
13.76%
Feb 2009 – Feb 2014 |
8.57%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart