Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGNIX (ALLIANZGI RETIREMENT 2020 FUND R6) | NA | 12.39% | 6.27% | 7.26% | 5.82% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGNIX (ALLIANZGI RETIREMENT 2020 FUND R6) | 01/09/2009 | 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 (%) | -0.05 | 12.39 | 6.27 | 7.26 | 5.82 | NA | NA | … | … | -24.68 | 15.21 | -6.24 | 13.69 | 7.32 | -1.93 | 2.42 | 4.31 | 10.95 | 1.43 | 11.81 | 22.18 |
| Sharpe Ratio | NA | -0.59 | -0.31 | -0.05 | 0.13 | NA | NA | … | … | -0.75 | 2.91 | -1.09 | 3.56 | 1.31 | -0.35 | 0.63 | 0.96 | 2.79 | 0.15 | 1.46 | 2.81 |
| Standard Deviation(%) | NA | 37.25 | 22.07 | 17.38 | 13.08 | NA | NA | … | … | 44.20 | 4.75 | 6.92 | 3.68 | 5.41 | 5.60 | 3.83 | 4.46 | 3.94 | 9.62 | 8.04 | 8.06 |
| Draw Down(%) | NA | 30.19 | 30.19 | 30.19 | 30.19 | NA | NA | … | … | 30.19 | 2.21 | 10.76 | 1.14 | 4.46 | 7.02 | 4.48 | 6.75 | 2.76 | 10.25 | 4.25 | 8.70 |
| Yield(%) | 30.15 | 43.84 | 17.36 | 12.88 | 8.64 | 7.52 | 5.64 | … | … | 32.35 | 16.28 | 6.56 | 3.84 | 3.16 | 3.87 | 3.52 | 2.23 | 3.05 | 7.98 | 6.62 | 5.71 |
Data as of 09/16/2020, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGNIX (ALLIANZGI RETIREMENT 2020 FUND R6) |
0.43%
Feb 2013 – Feb 2016 |
2.47%
Feb 2011 – Feb 2016 |
4.57%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGNIX (ALLIANZGI RETIREMENT 2020 FUND R6) |
15.78%
Feb 2009 – Feb 2012 |
11.63%
Feb 2009 – Feb 2014 |
7.49%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart