Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGAMX (ALLIANZGI GLOBAL ALLOCATION FUND ADMINISTRATIVE CLASS) | NA | 7.63% | 1.20% | 6.15% | 4.57% | 6.82% | NA | … | … |
Data as of 05/21/2024, Common starting date is 05/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGAMX (ALLIANZGI GLOBAL ALLOCATION FUND ADMINISTRATIVE CLASS) | 05/06/2009 | 05/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.63 | 1.20 | 6.15 | 4.57 | 6.82 | NA | … | … | 2.01 | 11.78 | -15.69 | 12.47 | 14.00 | 18.06 | -8.74 | 16.99 | 3.48 | -2.17 | 2.17 | 11.18 | 12.62 | -3.51 | 14.73 | 20.62 |
| Sharpe Ratio | NA | 0.42 | -0.11 | 0.36 | 0.34 | NA | NA | … | … | 0.19 | 0.81 | -1.17 | 1.53 | 0.71 | 2.51 | -1.08 | 3.74 | 0.42 | -0.25 | 0.32 | 1.74 | 1.81 | -0.22 | 1.28 | 2.92 |
| Standard Deviation(%) | NA | 9.23 | 10.95 | 12.59 | 10.40 | NA | NA | … | … | 8.17 | 9.42 | 14.60 | 8.13 | 19.25 | 6.62 | 9.35 | 4.40 | 7.84 | 8.73 | 6.65 | 6.39 | 7.00 | 16.02 | 11.46 | 11.23 |
| Draw Down(%) | NA | 11.54 | 22.82 | 24.34 | 24.34 | NA | NA | … | … | 4.93 | 11.54 | 22.58 | 4.18 | 24.34 | 3.57 | 15.48 | 1.40 | 5.32 | 9.82 | 6.73 | 6.42 | 6.23 | 17.27 | 8.46 | 4.51 |
| Yield(%) | 0.00 | 2.63 | 5.43 | 6.88 | 5.63 | 6.83 | 5.12 | … | … | 0.00 | 2.77 | 4.89 | 10.22 | 6.50 | 10.66 | 5.11 | 11.10 | 1.95 | 4.83 | 4.81 | 2.57 | 3.59 | 2.56 | 3.93 | 0.48 |
Data as of 05/21/2024, 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 |
|---|---|---|---|---|
| AGAMX (ALLIANZGI GLOBAL ALLOCATION FUND ADMINISTRATIVE CLASS) |
0.33%
Apr 2021 – Apr 2024 |
1.78%
Mar 2015 – Mar 2020 |
3.58%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGAMX (ALLIANZGI GLOBAL ALLOCATION FUND ADMINISTRATIVE CLASS) |
14.82%
Dec 2018 – Dec 2021 |
11.58%
Jun 2009 – Jun 2014 |
7.84%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart