Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGLPX (ALLIANZGI RETIREMENT 2020 FUND P) | NA | 12.21% | 6.15% | 7.15% | 5.72% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGLPX (ALLIANZGI RETIREMENT 2020 FUND P) | 01/02/2009 | 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 (%) | -0.04 | 12.21 | 6.15 | 7.15 | 5.72 | NA | NA | … | … | -24.68 | 15.06 | -6.38 | 13.55 | 7.26 | -1.95 | 2.30 | 4.21 | 10.88 | 1.30 | 11.66 | 23.46 |
| Sharpe Ratio | NA | -0.59 | -0.31 | -0.06 | 0.12 | NA | NA | … | … | -0.75 | 2.86 | -1.11 | 3.53 | 1.30 | -0.35 | 0.59 | 0.93 | 2.77 | 0.13 | 1.44 | 2.90 |
| Standard Deviation(%) | NA | 37.19 | 22.04 | 17.36 | 13.08 | NA | NA | … | … | 44.13 | 4.77 | 6.96 | 3.68 | 5.39 | 5.60 | 3.85 | 4.49 | 3.94 | 9.67 | 8.05 | 8.10 |
| Draw Down(%) | NA | 30.15 | 30.15 | 30.15 | 30.15 | NA | NA | … | … | 30.15 | 2.21 | 10.83 | 1.19 | 4.46 | 7.08 | 4.49 | 6.81 | 2.81 | 10.26 | 4.26 | 9.00 |
| Yield(%) | 30.10 | 43.42 | 17.18 | 12.71 | 8.52 | 7.49 | 5.61 | … | … | 32.26 | 15.74 | 6.49 | 3.75 | 3.09 | 3.75 | 3.45 | 2.12 | 3.02 | 7.90 | 6.42 | 5.67 |
Data as of 09/16/2020, Common starting date is 01/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLPX (ALLIANZGI RETIREMENT 2020 FUND P) |
0.33%
Feb 2013 – Feb 2016 |
2.38%
Feb 2011 – Feb 2016 |
4.46%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLPX (ALLIANZGI RETIREMENT 2020 FUND P) |
15.62%
Feb 2009 – Feb 2012 |
11.50%
Feb 2009 – Feb 2014 |
7.37%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart