Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALSEX (ALLIANZGI BEST STYLES U.S. EQUITY FUND CLASS R6) | NA | -30.56% | -5.72% | 1.60% | NA | NA | NA | … | … |
Data as of 09/17/2020, Common starting date is 12/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALSEX (ALLIANZGI BEST STYLES U.S. EQUITY FUND CLASS R6) | 12/04/2014 | 09/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -30.56 | -5.72 | 1.60 | NA | NA | NA | … | … | -35.89 | -0.87 | -25.75 | 16.65 | 8.27 | -1.93 | -0.27 |
| Sharpe Ratio | NA | -0.52 | -0.18 | 0.03 | NA | NA | NA | … | … | -0.66 | -0.08 | -0.88 | 1.67 | 0.61 | -0.13 | -0.23 |
| Standard Deviation(%) | NA | 59.48 | 36.43 | 29.20 | NA | NA | NA | … | … | 70.28 | 28.70 | 30.70 | 9.66 | 13.16 | 15.21 | 15.94 |
| Draw Down(%) | NA | 39.14 | 39.14 | 39.14 | NA | NA | NA | … | … | 39.14 | 22.67 | 36.87 | 6.71 | 11.04 | 11.87 | 4.69 |
| Yield(%) | 0.00 | 24.73 | 16.22 | 12.86 | 6.27 | 4.18 | 3.14 | … | … | 0.00 | 29.28 | 19.69 | 7.40 | 1.62 | 1.74 | 0.15 |
Data as of 09/17/2020, Common starting date is 12/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALSEX (ALLIANZGI BEST STYLES U.S. EQUITY FUND CLASS R6) |
3.78%
Mar 2017 – Mar 2020 |
5.18%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALSEX (ALLIANZGI BEST STYLES U.S. EQUITY FUND CLASS R6) |
16.51%
Sep 2015 – Sep 2018 |
12.46%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart