Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARSPX (ALLIANZGI GLOBAL SMALL-CAP FUND P) | NA | 14.40% | -1.98% | 7.83% | 6.37% | 11.54% | NA | … | … |
Data as of 05/22/2024, Common starting date is 07/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARSPX (ALLIANZGI GLOBAL SMALL-CAP FUND P) | 07/07/2008 | 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.40 | -1.98 | 7.83 | 6.37 | 11.54 | NA | … | … | -0.26 | 23.92 | -24.17 | 11.18 | 29.67 | 22.90 | -16.91 | 27.20 | 1.57 | 2.41 | -1.36 | 40.18 | 20.86 | -5.24 | 31.06 | 43.68 | -42.11 |
| Sharpe Ratio | NA | 0.90 | -0.24 | 0.28 | 0.28 | NA | NA | … | … | -0.40 | 1.57 | -1.10 | 0.63 | 0.80 | 1.63 | -1.14 | 3.12 | 0.08 | 0.17 | -0.10 | 3.13 | 1.29 | -0.18 | 1.42 | 1.49 | -1.42 |
| Standard Deviation(%) | NA | 11.72 | 17.28 | 22.39 | 18.61 | NA | NA | … | … | 10.83 | 12.63 | 23.32 | 17.81 | 36.58 | 13.22 | 15.99 | 8.56 | 16.13 | 13.71 | 13.97 | 12.82 | 16.21 | 29.80 | 21.85 | 29.27 | 47.64 |
| Draw Down(%) | NA | 10.62 | 37.52 | 39.98 | 40.40 | NA | NA | … | … | 7.09 | 10.62 | 34.01 | 10.95 | 39.98 | 8.19 | 26.83 | 2.65 | 16.32 | 12.70 | 13.79 | 6.72 | 12.22 | 27.35 | 17.78 | 26.49 | 53.14 |
| Yield(%) | 0.00 | 1.62 | 8.76 | 9.76 | 7.60 | 14.04 | 6.45 | … | … | 0.00 | 1.74 | 1.99 | 26.66 | 5.22 | 8.20 | 14.98 | 9.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.36 | 0.00 | 0.00 |
Data as of 05/22/2024, Common starting date is 07/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSPX (ALLIANZGI GLOBAL SMALL-CAP FUND P) |
-4.16%
Apr 2021 – Apr 2024 |
-1.52%
Mar 2015 – Mar 2020 |
4.95%
Oct 2013 – Oct 2023 |
7.83%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARSPX (ALLIANZGI GLOBAL SMALL-CAP FUND P) |
34.46%
Feb 2009 – Feb 2012 |
30.03%
Feb 2009 – Feb 2014 |
16.19%
Feb 2009 – Feb 2019 |
13.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart