Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGAIX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND INSTITUTIONAL CLASS) | NA | -21.59% | -26.76% | -16.60% | -5.86% | NA | NA | … | … |
Data as of 10/04/2022, Common starting date is 05/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGAIX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND INSTITUTIONAL CLASS) | 05/06/2009 | 10/04/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.59 | -26.76 | -16.60 | -5.86 | NA | NA | … | … | -22.88 | -63.33 | 13.75 | 17.22 | -9.41 | 17.05 | 2.54 | -1.89 | 0.68 | 16.15 | 14.15 | -5.69 | 17.32 | 26.99 |
| Sharpe Ratio | NA | -0.91 | -0.46 | -0.38 | -0.19 | NA | NA | … | … | -2.00 | -0.64 | 0.82 | 2.27 | -1.15 | 3.39 | 0.31 | -0.24 | 0.08 | 1.83 | 1.34 | -0.26 | 1.10 | 2.83 |
| Standard Deviation(%) | NA | 24.59 | 59.13 | 46.08 | 33.05 | NA | NA | … | … | 15.06 | 99.28 | 16.41 | 6.96 | 9.32 | 4.86 | 7.47 | 8.08 | 8.22 | 8.80 | 10.61 | 22.40 | 15.60 | 15.42 |
| Draw Down(%) | NA | 33.83 | 68.62 | 68.62 | 68.62 | NA | NA | … | … | 23.40 | 64.34 | 23.78 | 4.50 | 15.03 | 1.43 | 5.17 | 8.60 | 8.76 | 8.27 | 9.89 | 23.03 | 11.77 | 6.29 |
| Yield(%) | 0.00 | 15.15 | 17.27 | 11.40 | 8.91 | 9.42 | 7.06 | … | … | 0.00 | 17.06 | 28.26 | 11.72 | 3.21 | 5.71 | 0.07 | 2.91 | 13.96 | 16.05 | 5.12 | 4.18 | 7.08 | 3.15 |
Data as of 10/04/2022, Common starting date is 05/06/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGAIX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND INSTITUTIONAL CLASS) |
-26.99%
Jul 2019 – Jul 2022 |
-16.50%
Sep 2017 – Sep 2022 |
-5.79%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGAIX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND INSTITUTIONAL CLASS) |
13.90%
Sep 2011 – Sep 2014 |
13.78%
Jun 2009 – Jun 2014 |
8.01%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart