Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARISX (ALLIANZGI PREFERRED SECURITIES AND INCOME FUND CLASS R6) | NA | -12.91% | 1.05% | 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 |
|---|---|---|
| ARISX (ALLIANZGI PREFERRED SECURITIES AND INCOME FUND CLASS R6) | 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 | -12.91 | 1.05 | NA | NA | NA | NA | … | … | -12.84 | -13.61 | 3.87 | 15.16 | -6.94 |
| Sharpe Ratio | NA | -2.96 | 0.07 | NA | NA | NA | NA | … | … | -3.44 | -0.97 | 0.24 | 3.59 | -3.95 |
| Standard Deviation(%) | NA | 4.61 | 9.34 | NA | NA | NA | NA | … | … | 5.11 | 14.00 | 15.16 | 3.86 | 3.29 |
| Draw Down(%) | NA | 13.61 | 27.42 | NA | NA | NA | NA | … | … | 13.17 | 15.31 | 27.42 | 2.87 | 8.38 |
| Yield(%) | 0.00 | 7.42 | 6.74 | 5.49 | 2.75 | 1.83 | 1.37 | … | … | 2.45 | 9.22 | 4.84 | 7.84 | 2.86 |
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 |
|---|---|---|---|---|
| ARISX (ALLIANZGI PREFERRED SECURITIES AND INCOME FUND CLASS R6) |
1.05%
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 |
|---|---|---|---|---|
| ARISX (ALLIANZGI PREFERRED SECURITIES AND INCOME FUND CLASS R6) |
11.19%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart