Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALIZF (Allianz SE) | -1.58% | 8.54% | 30.97% | 16.65% | 16.17% | 13.48% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALIZF (Allianz SE) | 06/25/2008 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.03 | 8.54 | 30.97 | 16.65 | 16.17 | 13.48 | NA | … | … | -1.58 | 58.15 | 24.35 | 31.95 | -6.98 | 5.15 | 5.36 | 27.44 | -10.43 | 46.87 | -2.84 | 9.82 | -2.08 | 33.76 | 52.37 | -17.25 | -2.86 | 28.38 | -43.49 |
| Sharpe Ratio | NA | 0.44 | 0.99 | 0.45 | 0.46 | NA | NA | … | … | 0.11 | 1.80 | 0.68 | 0.92 | -0.19 | 0.18 | 0.10 | 1.28 | -0.53 | 3.00 | -0.10 | 0.40 | -0.11 | 1.55 | 1.56 | -0.32 | -0.01 | 0.48 | -0.74 |
| Standard Deviation(%) | NA | 33.31 | 31.37 | 34.13 | 32.42 | NA | NA | … | … | 36.68 | 30.80 | 30.31 | 30.91 | 44.19 | 28.02 | 51.40 | 20.32 | 22.50 | 15.46 | 29.99 | 24.31 | 19.19 | 21.81 | 33.90 | 53.69 | 284.54 | 59.54 | 91.25 |
| Draw Down(%) | NA | 14.76 | 14.76 | 40.06 | 48.52 | NA | NA | … | … | 14.76 | 11.46 | 11.57 | 12.54 | 40.06 | 19.42 | 48.52 | 11.50 | 20.34 | 4.66 | 22.13 | 13.09 | 15.26 | 12.26 | 27.12 | 48.10 | 88.19 | 41.67 | 69.17 |
| Yield(%) | 0.00 | 4.81 | 9.70 | 6.86 | 8.72 | 8.64 | 5.12 | … | … | 4.37 | 10.44 | 5.62 | 5.70 | 4.79 | 4.75 | 4.22 | 5.11 | 4.09 | 5.03 | 5.01 | 4.70 | 4.22 | 3.26 | 4.42 | 3.75 | 3.22 | 3.43 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALIZF (Allianz SE) |
-10.09%
Aug 2008 – Aug 2011 |
-1.73%
Sep 2017 – Sep 2022 |
7.09%
Aug 2008 – Aug 2018 |
7.06%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALIZF (Allianz SE) |
46.99%
Sep 2022 – Sep 2025 |
26.56%
Feb 2009 – Feb 2014 |
17.72%
Feb 2016 – Feb 2026 |
15.32%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart