Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARTCX (ALLIANZGI RETIREMENT INCOME FUND C) | NA | 0.17% | 2.21% | 4.37% | 3.37% | NA | NA | … | … |
Data as of 12/14/2020, Common starting date is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARTCX (ALLIANZGI RETIREMENT INCOME FUND C) | 01/02/2009 | 12/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 0.17 | 2.21 | 4.37 | 3.37 | NA | NA | … | … | -0.85 | 16.00 | -7.64 | 7.80 | 7.14 | -2.73 | 1.55 | 1.95 | 8.90 | 2.10 | 9.33 | 20.40 |
| Sharpe Ratio | NA | 0.01 | 0.10 | 0.40 | 0.41 | NA | NA | … | … | -0.06 | 3.46 | -1.73 | 2.41 | 1.47 | -0.59 | 0.48 | 0.49 | 2.80 | 0.29 | 1.94 | 3.43 |
| Standard Deviation(%) | NA | 18.13 | 11.17 | 9.00 | 7.16 | NA | NA | … | … | 18.53 | 4.20 | 5.22 | 2.98 | 4.72 | 4.70 | 3.19 | 3.91 | 3.19 | 7.04 | 4.76 | 5.94 |
| Draw Down(%) | NA | 28.90 | 28.90 | 28.90 | 28.90 | NA | NA | … | … | 28.90 | 1.74 | 9.86 | 1.47 | 3.99 | 6.85 | 4.14 | 6.36 | 1.91 | 7.55 | 3.29 | 6.27 |
| Yield(%) | 0.00 | 3.92 | 4.64 | 4.66 | 3.98 | 3.73 | 2.80 | … | … | 3.81 | 4.60 | 3.95 | 5.99 | 2.80 | 3.17 | 5.19 | 1.50 | 3.35 | 4.01 | 4.49 | 5.29 |
Data as of 12/14/2020, Common starting date is 01/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTCX (ALLIANZGI RETIREMENT INCOME FUND C) |
-3.16%
Mar 2017 – Mar 2020 |
-0.65%
Mar 2015 – Mar 2020 |
1.91%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTCX (ALLIANZGI RETIREMENT INCOME FUND C) |
12.80%
Feb 2009 – Feb 2012 |
9.17%
Feb 2009 – Feb 2014 |
5.50%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart