Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGASX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS R6) | 6.70% | 19.43% | 12.19% | 5.98% | 7.58% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGASX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS R6) | 09/09/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.98 | 19.43 | 12.19 | 5.98 | 7.58 | NA | NA | … | … | 6.70 | 18.01 | 6.68 | 12.01 | -15.44 | 11.26 | 14.39 | 18.34 | -8.39 | 17.19 | 3.82 | 1.11 |
| Sharpe Ratio | NA | 1.90 | 0.93 | 0.33 | 0.55 | NA | NA | … | … | 1.27 | 1.49 | 0.36 | 0.89 | -1.15 | 1.40 | 0.73 | 2.57 | -1.04 | 3.76 | 0.46 | 0.45 |
| Standard Deviation(%) | NA | 8.84 | 9.65 | 10.56 | 10.73 | NA | NA | … | … | 10.86 | 10.17 | 8.42 | 9.42 | 14.66 | 8.05 | 19.30 | 6.56 | 9.42 | 4.41 | 7.83 | 7.81 |
| Draw Down(%) | NA | 6.96 | 11.47 | 22.62 | 24.25 | NA | NA | … | … | 6.96 | 10.14 | 4.94 | 11.47 | 22.42 | 4.48 | 24.25 | 3.49 | 15.29 | 1.38 | 5.25 | 3.18 |
| Yield(%) | 0.00 | 9.78 | 5.85 | 5.67 | 6.83 | 4.83 | 3.62 | … | … | 1.76 | 8.39 | 3.56 | 3.27 | 5.49 | 9.95 | 7.34 | 11.76 | 5.86 | 11.96 | 2.60 | 3.97 |
Data as of 06/05/2026, Common starting date is 09/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGASX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS R6) |
0.09%
Apr 2021 – Apr 2024 |
2.37%
Sep 2017 – Sep 2022 |
6.79%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGASX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS R6) |
14.63%
Dec 2018 – Dec 2021 |
10.09%
Dec 2016 – Dec 2021 |
7.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart