Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIGPX (ALLIANZGI INCOME & GROWTH FUND P) | NA | 15.38% | 2.44% | 8.16% | 7.02% | 9.60% | NA | … | … |
Data as of 05/22/2024, Common starting date is 07/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIGPX (ALLIANZGI INCOME & GROWTH FUND P) | 07/09/2008 | 05/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.38 | 2.44 | 8.16 | 7.02 | 9.60 | NA | … | … | 3.13 | 19.56 | -19.45 | 11.42 | 23.23 | 20.13 | -3.95 | 13.79 | 9.76 | -1.86 | 4.93 | 19.11 | 12.57 | -1.28 | 16.59 | 48.84 | -29.22 |
| Sharpe Ratio | NA | 1.55 | 0.03 | 0.48 | 0.52 | NA | NA | … | … | 0.68 | 1.76 | -1.30 | 1.10 | 1.09 | 2.27 | -0.51 | 2.87 | 1.12 | -0.22 | 0.68 | 2.78 | 1.62 | -0.09 | 1.53 | 3.20 | -1.91 |
| Standard Deviation(%) | NA | 7.45 | 11.51 | 13.73 | 11.31 | NA | NA | … | … | 6.57 | 8.78 | 16.09 | 10.38 | 20.98 | 8.26 | 10.26 | 4.61 | 8.55 | 8.73 | 7.25 | 6.87 | 7.81 | 14.11 | 10.81 | 15.21 | 27.05 |
| Draw Down(%) | NA | 6.97 | 23.73 | 26.19 | 26.19 | NA | NA | … | … | 3.54 | 6.97 | 22.66 | 6.66 | 26.19 | 4.97 | 13.84 | 1.97 | 9.17 | 9.30 | 6.49 | 5.20 | 7.21 | 15.94 | 9.32 | 12.62 | 37.71 |
| Yield(%) | 0.00 | 7.93 | 6.52 | 7.69 | 7.33 | 9.81 | 5.80 | … | … | 2.56 | 8.89 | 6.39 | 6.22 | 7.46 | 8.56 | 8.09 | 8.83 | 9.48 | 8.47 | 8.22 | 8.84 | 9.12 | 8.50 | 8.54 | 11.89 | 5.59 |
Data as of 05/22/2024, Common starting date is 07/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIGPX (ALLIANZGI INCOME & GROWTH FUND P) |
1.41%
Apr 2021 – Apr 2024 |
3.53%
Mar 2015 – Mar 2020 |
6.15%
Oct 2013 – Oct 2023 |
7.72%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIGPX (ALLIANZGI INCOME & GROWTH FUND P) |
24.14%
Feb 2009 – Feb 2012 |
19.45%
Feb 2009 – Feb 2014 |
12.36%
Feb 2009 – Feb 2019 |
10.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart