Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARAMX (ALLIANZGI RETIREMENT INCOME FUND ADMINISTRATIVE) | NA | 1.02% | 2.64% | 4.92% | 4.05% | NA | NA | 6.33% |
Data as of 12/14/2020, AR inception is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARAMX (ALLIANZGI RETIREMENT INCOME FUND ADMINISTRATIVE) | 01/02/2009 | 12/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.02 | 2.64 | 4.92 | 4.05 | NA | NA | 6.33 | -0.10 | 15.57 | -6.89 | 9.78 | 6.66 | -2.01 | 2.36 | 2.78 | 9.80 | 2.93 | 10.39 | 21.35 |
| Sharpe Ratio | NA | 0.05 | 0.15 | 0.46 | 0.51 | NA | NA | 0.79 | -0.02 | 3.31 | -1.56 | 3.21 | 1.34 | -0.43 | 0.73 | 0.70 | 3.10 | 0.41 | 2.16 | 3.57 |
| Standard Deviation(%) | NA | 18.13 | 11.19 | 9.02 | 7.17 | NA | NA | 6.92 | 18.53 | 4.28 | 5.28 | 2.87 | 4.78 | 4.72 | 3.22 | 3.92 | 3.17 | 7.03 | 4.77 | 5.98 |
| Draw Down(%) | NA | 28.86 | 28.86 | 28.86 | 28.86 | NA | NA | 28.86 | 28.86 | 1.71 | 9.20 | 1.45 | 3.89 | 6.53 | 3.82 | 6.29 | 1.81 | 7.39 | 3.23 | 6.14 |
| Yield(%) | 0.00 | 4.47 | 5.04 | 5.17 | 4.47 | 4.25 | 3.19 | 5.80 | 4.40 | 4.50 | 4.63 | 6.71 | 3.42 | 3.49 | 5.87 | 2.30 | 4.20 | 2.95 | 5.48 | 6.02 |
Data as of 12/14/2020, AR inception is 01/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARAMX (ALLIANZGI RETIREMENT INCOME FUND ADMINISTRATIVE) |
-2.45%
Mar 2017 - Mar 2020 |
-0.10%
Mar 2015 - Mar 2020 |
2.59%
Mar 2010 - Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARAMX (ALLIANZGI RETIREMENT INCOME FUND ADMINISTRATIVE) |
13.76%
Feb 2009 - Feb 2012 |
10.09%
Feb 2009 - Feb 2014 |
6.34%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart