Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGFAX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND ADMINISTRATIVE CLASS) | NA | -21.75% | -26.81% | -16.72% | -6.05% | NA | NA | … | … |
Data as of 10/04/2022, Common starting date is 05/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGFAX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND ADMINISTRATIVE 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 | -21.75 | -26.81 | -16.72 | -6.05 | NA | NA | … | … | -23.07 | -63.21 | 13.47 | 16.94 | -9.65 | 16.73 | 2.30 | -2.13 | 0.40 | 15.85 | 13.89 | -5.90 | 16.96 | 26.81 |
| Sharpe Ratio | NA | -0.91 | -0.46 | -0.38 | -0.20 | NA | NA | … | … | -2.01 | -0.64 | 0.80 | 2.22 | -1.18 | 3.36 | 0.29 | -0.27 | 0.05 | 1.80 | 1.31 | -0.26 | 1.08 | 2.82 |
| Standard Deviation(%) | NA | 24.77 | 58.91 | 45.91 | 32.92 | NA | NA | … | … | 15.10 | 98.81 | 16.42 | 6.99 | 9.30 | 4.81 | 7.23 | 8.12 | 8.23 | 8.78 | 10.62 | 22.42 | 15.61 | 15.39 |
| Draw Down(%) | NA | 33.80 | 68.58 | 68.58 | 68.58 | NA | NA | … | … | 23.44 | 64.23 | 23.75 | 4.53 | 15.24 | 1.43 | 5.17 | 8.69 | 8.87 | 8.28 | 9.95 | 23.10 | 11.78 | 6.24 |
| Yield(%) | 0.00 | 14.99 | 17.26 | 11.41 | 8.80 | 9.24 | 6.93 | … | … | 0.00 | 16.85 | 28.54 | 11.69 | 4.17 | 5.49 | 0.00 | 2.30 | 13.80 | 15.89 | 4.86 | 3.94 | 6.83 | 2.97 |
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 |
|---|---|---|---|---|
| AGFAX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND ADMINISTRATIVE CLASS) |
-27.06%
Jul 2019 – Jul 2022 |
-16.63%
Sep 2017 – Sep 2022 |
-5.99%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGFAX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND ADMINISTRATIVE CLASS) |
13.61%
Sep 2011 – Sep 2014 |
13.49%
Jun 2009 – Jun 2014 |
7.74%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart