Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGLRX (ALLIANZGI RETIREMENT 2020 FUND R) | NA | 11.58% | 5.37% | 6.00% | 4.83% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGLRX (ALLIANZGI RETIREMENT 2020 FUND R) | 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 | 11.58 | 5.37 | 6.00 | 4.83 | NA | NA | … | … | -26.12 | 13.94 | -6.94 | 10.78 | 6.54 | -2.67 | 1.66 | 3.53 | 10.16 | 0.79 | 11.25 | 23.00 |
| Sharpe Ratio | NA | -0.61 | -0.35 | -0.13 | 0.04 | NA | NA | … | … | -0.76 | 2.66 | -1.19 | 2.23 | 1.17 | -0.48 | 0.43 | 0.78 | 2.57 | 0.08 | 1.41 | 2.85 |
| Standard Deviation(%) | NA | 38.66 | 22.87 | 18.03 | 13.52 | NA | NA | … | … | 45.88 | 4.72 | 6.95 | 4.57 | 5.38 | 5.61 | 3.85 | 4.46 | 3.96 | 9.71 | 7.93 | 8.07 |
| Draw Down(%) | NA | 31.20 | 31.20 | 31.20 | 31.20 | NA | NA | … | … | 31.20 | 2.23 | 11.36 | 3.16 | 4.48 | 7.26 | 4.75 | 6.83 | 2.83 | 10.45 | 4.27 | 9.06 |
| Yield(%) | 31.16 | 44.20 | 17.00 | 12.08 | 7.93 | 6.95 | 5.21 | … | … | 33.27 | 15.50 | 6.02 | 3.04 | 2.12 | 2.81 | 2.81 | 1.49 | 2.86 | 7.41 | 6.12 | 5.26 |
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 |
|---|---|---|---|---|
| AGLRX (ALLIANZGI RETIREMENT 2020 FUND R) |
-0.33%
Feb 2013 – Feb 2016 |
1.68%
Dec 2013 – Dec 2018 |
3.60%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLRX (ALLIANZGI RETIREMENT 2020 FUND R) |
15.11%
Feb 2009 – Feb 2012 |
10.90%
Feb 2009 – Feb 2014 |
6.54%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart