Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOGPX (ALLIANZGI FOCUSED GROWTH FUND P) | NA | 39.30% | 9.91% | 19.22% | 15.60% | 16.67% | NA | … | … |
Data as of 05/22/2024, Common starting date is 07/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOGPX (ALLIANZGI FOCUSED GROWTH FUND P) | 07/07/2008 | 05/22/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 39.30 | 9.91 | 19.22 | 15.60 | 16.67 | NA | … | … | 15.25 | 53.81 | -34.26 | 21.10 | 49.02 | 34.28 | -5.81 | 31.73 | 1.77 | 10.38 | 9.60 | 39.15 | 17.35 | -0.08 | 13.43 | 33.66 | -30.72 |
| Sharpe Ratio | NA | 2.16 | 0.35 | 0.68 | 0.67 | NA | NA | … | … | 2.34 | 2.90 | -1.07 | 1.04 | 1.34 | 2.07 | -0.32 | 3.51 | 0.11 | 0.62 | 0.64 | 3.18 | 1.20 | 0.00 | 0.71 | 1.33 | -1.00 |
| Standard Deviation(%) | NA | 16.43 | 23.77 | 26.08 | 21.66 | NA | NA | … | … | 17.05 | 17.28 | 33.28 | 20.23 | 36.33 | 15.88 | 22.55 | 8.90 | 14.19 | 16.72 | 15.04 | 12.28 | 14.54 | 25.37 | 18.75 | 25.29 | 53.18 |
| Draw Down(%) | NA | 10.09 | 38.31 | 38.31 | 38.31 | NA | NA | … | … | 7.55 | 10.09 | 36.88 | 11.47 | 31.76 | 8.34 | 25.56 | 2.75 | 13.59 | 12.97 | 9.24 | 6.18 | 11.53 | 20.71 | 16.49 | 20.13 | 42.89 |
| Yield(%) | 0.00 | 4.70 | 11.68 | 16.29 | 13.87 | 20.46 | 11.23 | … | … | 0.00 | 6.00 | 6.18 | 28.56 | 16.33 | 21.47 | 14.18 | 2.37 | 3.20 | 8.58 | 12.04 | 13.00 | 8.40 | 0.00 | 0.00 | 0.23 | 0.00 |
Data as of 05/22/2024, Common starting date is 07/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOGPX (ALLIANZGI FOCUSED GROWTH FUND P) |
1.62%
Aug 2008 – Aug 2011 |
7.36%
Aug 2008 – Aug 2013 |
12.03%
Mar 2010 – Mar 2020 |
12.57%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOGPX (ALLIANZGI FOCUSED GROWTH FUND P) |
34.32%
Dec 2018 – Dec 2021 |
24.89%
Oct 2016 – Oct 2021 |
20.01%
Sep 2011 – Sep 2021 |
17.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart