Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANZCX (ALLIANZGI CONVERTIBLE FUND CLASS C) | 16.47% | 37.63% | 18.62% | 3.35% | 10.29% | 8.79% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANZCX (ALLIANZGI CONVERTIBLE FUND CLASS C) | 04/22/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.25 | 37.63 | 18.62 | 3.35 | 10.29 | 8.79 | NA | … | … | 16.47 | 21.23 | 12.99 | 7.27 | -19.45 | -13.03 | 45.48 | 25.18 | 1.73 | 14.08 | 4.48 | -2.56 | 5.58 | 24.28 | 10.73 | -3.24 | 11.21 |
| Sharpe Ratio | NA | 2.88 | 1.43 | 0.09 | 0.60 | NA | NA | … | … | 3.03 | 1.43 | 0.96 | 0.40 | -1.26 | -0.51 | 1.98 | 2.44 | 0.03 | 2.06 | 0.42 | -0.26 | 0.53 | 2.73 | 1.08 | -0.20 | 1.05 |
| Standard Deviation(%) | NA | 13.96 | 11.87 | 15.50 | 14.99 | NA | NA | … | … | 16.84 | 12.92 | 9.80 | 9.04 | 16.60 | 25.39 | 22.70 | 9.70 | 12.62 | 6.54 | 10.05 | 9.97 | 10.57 | 8.87 | 10.01 | 16.57 | 15.59 |
| Draw Down(%) | NA | 7.24 | 13.97 | 39.14 | 40.01 | NA | NA | … | … | 7.24 | 12.58 | 5.44 | 10.59 | 22.65 | 24.93 | 25.82 | 4.86 | 14.08 | 2.76 | 11.47 | 11.55 | 9.63 | 6.25 | 9.94 | 19.41 | 11.83 |
| Yield(%) | 0.00 | 10.33 | 5.05 | 2.22 | 5.67 | 5.77 | 4.94 | … | … | 0.02 | 10.72 | 1.33 | 1.51 | 0.49 | 0.00 | 0.00 | 4.03 | 13.98 | 20.45 | 1.58 | 7.73 | 8.67 | 3.29 | 1.29 | 7.31 | 0.88 |
Data as of 06/05/2026, Common starting date is 04/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANZCX (ALLIANZGI CONVERTIBLE FUND CLASS C) |
-10.77%
Feb 2021 – Feb 2024 |
0.47%
Feb 2021 – Feb 2026 |
4.77%
Oct 2013 – Oct 2023 |
7.51%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANZCX (ALLIANZGI CONVERTIBLE FUND CLASS C) |
24.15%
Feb 2018 – Feb 2021 |
20.25%
Feb 2016 – Feb 2021 |
13.33%
Sep 2011 – Sep 2021 |
8.67%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart