Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIGRX (ALLIANZGI INCOME & GROWTH FUND R) | NA | 29.19% | 11.62% | 11.72% | 8.31% | NA | NA | … | … |
Data as of 05/25/2021, Common starting date is 03/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIGRX (ALLIANZGI INCOME & GROWTH FUND R) | 03/01/2011 | 05/25/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.76 | 29.19 | 11.62 | 11.72 | 8.31 | NA | NA | … | … | 2.25 | 22.63 | 19.44 | -4.40 | 13.19 | 9.34 | -3.18 | 4.35 | 18.56 | 12.03 | -7.94 |
| Sharpe Ratio | NA | 2.38 | 0.73 | 0.90 | 0.73 | NA | NA | … | … | 0.45 | 1.06 | 2.19 | -0.56 | 2.75 | 1.07 | -0.37 | 0.59 | 2.73 | 1.53 | -0.63 |
| Standard Deviation(%) | NA | 12.66 | 14.61 | 12.08 | 10.87 | NA | NA | … | … | 12.83 | 20.95 | 8.22 | 10.29 | 4.58 | 8.53 | 8.75 | 7.41 | 6.79 | 7.90 | 14.83 |
| Draw Down(%) | NA | 6.77 | 26.30 | 26.30 | 26.30 | NA | NA | … | … | 6.77 | 26.30 | 4.97 | 13.96 | 2.02 | 9.16 | 10.11 | 6.60 | 5.27 | 7.26 | 17.22 |
| Yield(%) | 0.52 | 7.52 | 7.27 | 8.13 | 7.32 | 4.81 | 3.61 | … | … | 2.52 | 7.17 | 8.24 | 7.81 | 8.56 | 9.27 | 7.72 | 8.16 | 8.72 | 8.95 | 4.12 |
Data as of 05/25/2021, Common starting date is 03/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIGRX (ALLIANZGI INCOME & GROWTH FUND R) |
2.02%
Mar 2017 – Mar 2020 |
2.83%
Mar 2015 – Mar 2020 |
8.21%
Apr 2011 – Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIGRX (ALLIANZGI INCOME & GROWTH FUND R) |
13.72%
Sep 2011 – Sep 2014 |
13.22%
Feb 2016 – Feb 2021 |
8.21%
Apr 2011 – Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart