Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APUPX (ALLIANZGI PREFERRED SECURITIES AND INCOME FUND CLASS P) | NA | -12.96% | 0.96% | NA | NA | NA | NA | … | … |
Data as of 10/04/2022, Common starting date is 05/31/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APUPX (ALLIANZGI PREFERRED SECURITIES AND INCOME FUND CLASS P) | 05/31/2018 | 10/04/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.96 | 0.96 | NA | NA | NA | NA | … | … | -12.88 | -13.50 | 3.81 | 15.10 | -6.94 |
| Sharpe Ratio | NA | -2.95 | 0.06 | NA | NA | NA | NA | … | … | -3.44 | -0.98 | 0.23 | 3.58 | -4.08 |
| Standard Deviation(%) | NA | 4.63 | 9.35 | NA | NA | NA | NA | … | … | 5.13 | 13.82 | 15.17 | 3.86 | 3.18 |
| Draw Down(%) | NA | 13.67 | 27.42 | NA | NA | NA | NA | … | … | 13.21 | 15.20 | 27.42 | 2.87 | 8.38 |
| Yield(%) | 0.00 | 7.38 | 6.68 | 5.43 | 2.72 | 1.81 | 1.36 | … | … | 2.43 | 9.16 | 4.76 | 7.74 | 2.82 |
Data as of 10/04/2022, Common starting date is 05/31/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APUPX (ALLIANZGI PREFERRED SECURITIES AND INCOME FUND CLASS P) |
0.94%
Sep 2019 – Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APUPX (ALLIANZGI PREFERRED SECURITIES AND INCOME FUND CLASS P) |
11.08%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart