Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALOPX (ALLIANZGI INTERNATIONAL SMALL-CAP FUND CLASS P) | NA | 16.09% | -2.82% | 4.84% | 4.16% | 8.12% | 4.48% | … | … |
Data as of 05/21/2024, Common starting date is 12/14/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALOPX (ALLIANZGI INTERNATIONAL SMALL-CAP FUND CLASS P) | 12/14/1994 | 05/21/2024 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.09 | -2.82 | 4.84 | 4.16 | 8.12 | 4.48 | … | … | 4.60 | 19.33 | -27.01 | 5.94 | 15.85 | 24.49 | -22.80 | 39.25 | -7.58 | 15.59 | -8.49 | 32.79 | 21.05 | -17.04 | 25.30 | 48.19 | -59.51 | -16.99 | 25.23 | 28.16 | 22.88 | 48.28 | -15.33 | -26.08 | -32.50 | 126.77 | 32.29 | -9.79 | 16.61 | 5.99 | 1.05 |
| Sharpe Ratio | NA | 1.17 | -0.34 | 0.17 | 0.19 | NA | NA | … | … | 0.93 | 1.32 | -1.39 | 0.40 | 0.50 | 1.91 | -1.58 | 4.91 | -0.46 | 1.13 | -0.71 | 2.77 | 1.38 | -0.70 | 1.26 | 2.08 | -1.42 | -0.45 | 1.26 | 2.39 | 1.60 | 4.07 | -1.30 | -1.80 | -0.96 | 7.27 | 1.59 | -0.53 | 1.83 | 0.20 | 4.92 |
| Standard Deviation(%) | NA | 10.78 | 15.24 | 19.17 | 16.62 | NA | NA | … | … | 9.25 | 11.48 | 20.54 | 14.60 | 30.91 | 12.06 | 15.30 | 7.90 | 17.11 | 13.82 | 12.02 | 11.82 | 15.33 | 24.43 | 19.95 | 23.16 | 42.31 | 44.64 | 17.48 | 10.87 | 13.74 | 11.71 | 12.61 | 15.99 | 38.29 | 16.99 | 18.25 | 24.97 | 7.09 | 10.99 | 4.71 |
| Draw Down(%) | NA | 11.01 | 39.47 | 39.47 | 42.86 | NA | NA | … | … | 4.28 | 11.01 | 35.29 | 10.45 | 36.80 | 7.91 | 31.32 | 3.28 | 15.50 | 10.19 | 15.98 | 9.01 | 13.22 | 27.59 | 17.37 | 19.63 | 62.04 | 41.84 | 21.80 | 8.48 | 12.81 | 11.04 | 26.72 | 35.39 | 54.28 | 9.05 | 28.87 | 31.48 | 6.34 | 6.72 | 0.38 |
| Yield(%) | 0.00 | 6.03 | 7.11 | 6.31 | 5.89 | 8.93 | 5.14 | … | … | 0.00 | 6.51 | 0.87 | 17.54 | 1.21 | 1.57 | 11.95 | 3.63 | 1.00 | 5.28 | 11.08 | 10.71 | 1.62 | 0.00 | 0.45 | 0.89 | 0.00 | 2.33 | 0.00 | 0.73 | 0.31 | 0.00 | 0.00 | 0.00 | 0.28 | 0.00 | 0.00 | 0.00 | 0.56 | 0.92 | 0.44 |
Data as of 05/21/2024, Common starting date is 12/14/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALOPX (ALLIANZGI INTERNATIONAL SMALL-CAP FUND CLASS P) |
-32.51%
Feb 2000 – Feb 2003 |
-15.14%
Oct 2007 – Oct 2012 |
-7.66%
Feb 2000 – Feb 2010 |
-2.73%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALOPX (ALLIANZGI INTERNATIONAL SMALL-CAP FUND CLASS P) |
50.18%
Feb 1997 – Feb 2000 |
35.95%
Feb 1995 – Feb 2000 |
16.39%
Nov 1997 – Nov 2007 |
9.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart