Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARMPX (ALLIANZGI MID-CAP FUND CLASS P) | NA | 25.48% | 0.10% | 12.95% | 11.84% | NA | NA | … | … |
Data as of 05/22/2024, Common starting date is 04/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARMPX (ALLIANZGI MID-CAP FUND CLASS P) | 04/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.48 | 0.10 | 12.95 | 11.84 | NA | NA | … | … | 8.30 | 24.87 | -32.52 | 14.92 | 54.89 | 41.37 | -10.88 | 25.28 | 6.94 | 3.15 | 7.21 | 37.97 | -5.97 |
| Sharpe Ratio | NA | 1.37 | -0.07 | 0.42 | 0.48 | NA | NA | … | … | 1.28 | 1.18 | -1.01 | 0.63 | 1.46 | 2.35 | -0.57 | 2.32 | 0.38 | 0.19 | 0.47 | 2.79 | -0.43 |
| Standard Deviation(%) | NA | 15.81 | 24.31 | 26.98 | 22.54 | NA | NA | … | … | 14.74 | 17.65 | 33.80 | 23.63 | 37.23 | 16.99 | 21.52 | 10.66 | 17.95 | 16.83 | 15.34 | 13.62 | 18.85 |
| Draw Down(%) | NA | 17.13 | 43.45 | 43.45 | 43.45 | NA | NA | … | … | 6.97 | 17.13 | 37.59 | 14.31 | 34.35 | 7.95 | 26.40 | 4.82 | 17.47 | 13.25 | 12.04 | 5.08 | 16.22 |
| Yield(%) | 0.00 | 0.00 | 7.97 | 11.40 | 10.52 | 8.80 | 6.60 | … | … | 0.00 | 0.00 | 0.00 | 25.34 | 12.79 | 5.67 | 11.08 | 10.05 | 7.49 | 5.54 | 13.48 | 0.00 | 6.84 |
Data as of 05/22/2024, Common starting date is 04/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARMPX (ALLIANZGI MID-CAP FUND CLASS P) |
-2.10%
Apr 2021 – Apr 2024 |
5.72%
Dec 2013 – Dec 2018 |
9.13%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARMPX (ALLIANZGI MID-CAP FUND CLASS P) |
36.02%
Dec 2018 – Dec 2021 |
25.47%
Oct 2016 – Oct 2021 |
13.46%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart