Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOTAX (ALLIANZGI EMERGING MARKETS OPPORTUNITIES FUND A) | 33.71% | 65.15% | 25.24% | 7.91% | 10.62% | 5.48% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOTAX (ALLIANZGI EMERGING MARKETS OPPORTUNITIES FUND A) | 08/28/2006 | 06/03/2026 |
| 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.88 | 65.15 | 25.24 | 7.91 | 10.62 | 5.48 | NA | … | … | 33.71 | 29.33 | 5.07 | 17.43 | -22.38 | -0.59 | 20.38 | 17.21 | -16.91 | 37.90 | 6.44 | -15.35 | 1.13 | -0.83 | 20.70 | -18.81 | 20.68 | 64.51 | -59.67 | 41.45 | 19.72 |
| Sharpe Ratio | NA | 3.34 | 1.39 | 0.32 | 0.51 | NA | NA | … | … | 3.91 | 1.74 | 0.11 | 1.17 | -1.26 | -0.04 | 0.68 | 1.26 | -1.09 | 3.68 | 0.38 | -0.96 | 0.10 | -0.06 | 1.29 | -0.68 | 0.97 | 2.07 | -1.20 | 1.52 | 5.79 |
| Standard Deviation(%) | NA | 17.46 | 15.29 | 15.79 | 17.22 | NA | NA | … | … | 22.72 | 15.23 | 13.36 | 11.83 | 18.92 | 16.98 | 29.58 | 12.47 | 16.82 | 10.17 | 16.40 | 16.02 | 11.10 | 13.37 | 16.14 | 27.65 | 21.25 | 31.06 | 50.26 | 25.30 | 11.39 |
| Draw Down(%) | NA | 13.72 | 16.97 | 36.52 | 38.42 | NA | NA | … | … | 13.72 | 14.19 | 10.49 | 11.56 | 30.32 | 17.55 | 32.18 | 11.34 | 26.56 | 4.84 | 10.57 | 26.11 | 11.21 | 17.59 | 15.86 | 32.02 | 17.33 | 24.04 | 67.50 | 20.46 | 3.75 |
| Yield(%) | 0.00 | 3.63 | 4.43 | 2.57 | 3.17 | 1.93 | 2.08 | … | … | 0.00 | 3.80 | 5.88 | 3.50 | 2.50 | 1.32 | 1.09 | 2.29 | 1.55 | 1.41 | 1.91 | 0.97 | 1.38 | 1.21 | 1.36 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOTAX (ALLIANZGI EMERGING MARKETS OPPORTUNITIES FUND A) |
-12.63%
Oct 2007 – Oct 2010 |
-8.95%
Oct 2007 – Oct 2012 |
-2.04%
Oct 2007 – Oct 2017 |
-2.25%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOTAX (ALLIANZGI EMERGING MARKETS OPPORTUNITIES FUND A) |
29.66%
Feb 2009 – Feb 2012 |
16.96%
Feb 2009 – Feb 2014 |
10.48%
May 2016 – May 2026 |
7.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart