Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARTPX (ALLIANZGI TECHNOLOGY FUND P) | NA | 40.32% | 6.21% | 16.71% | 17.74% | 18.74% | NA | … | … |
Data as of 05/22/2024, Common starting date is 07/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARTPX (ALLIANZGI TECHNOLOGY 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 | 40.32 | 6.21 | 16.71 | 17.74 | 18.74 | NA | … | … | 13.25 | 65.59 | -42.55 | 12.04 | 69.86 | 29.34 | 4.95 | 47.03 | 4.64 | 5.60 | 12.80 | 43.93 | 12.24 | -10.21 | 28.70 | 57.79 | -36.42 |
| Sharpe Ratio | NA | 1.69 | 0.16 | 0.51 | 0.67 | NA | NA | … | … | 1.50 | 2.71 | -1.16 | 0.48 | 1.89 | 1.38 | 0.13 | 3.37 | 0.28 | 0.30 | 0.72 | 2.78 | 0.80 | -0.41 | 1.26 | 2.17 | -1.29 |
| Standard Deviation(%) | NA | 21.54 | 28.67 | 29.62 | 25.05 | NA | NA | … | … | 22.36 | 22.88 | 37.99 | 24.98 | 36.71 | 20.17 | 28.07 | 13.83 | 15.80 | 18.42 | 17.83 | 15.81 | 15.38 | 25.09 | 22.66 | 26.53 | 47.24 |
| Draw Down(%) | NA | 13.80 | 49.05 | 49.05 | 49.05 | NA | NA | … | … | 9.26 | 13.80 | 44.20 | 15.84 | 31.46 | 13.92 | 26.61 | 8.87 | 13.47 | 15.60 | 12.00 | 5.27 | 13.94 | 23.74 | 12.73 | 18.94 | 48.94 |
| Yield(%) | 0.00 | 0.00 | 11.18 | 16.38 | 16.89 | 27.13 | 13.56 | … | … | 0.00 | 0.00 | 9.56 | 25.86 | 24.52 | 19.29 | 18.72 | 20.70 | 5.31 | 14.73 | 18.24 | 9.34 | 6.20 | 0.00 | 0.09 | 0.00 | 6.50 |
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 |
|---|---|---|---|---|
| ARTPX (ALLIANZGI TECHNOLOGY FUND P) |
2.15%
Dec 2020 – Dec 2023 |
7.49%
Apr 2011 – Apr 2016 |
14.62%
Dec 2012 – Dec 2022 |
14.75%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTPX (ALLIANZGI TECHNOLOGY FUND P) |
35.02%
Dec 2018 – Dec 2021 |
32.25%
Feb 2016 – Feb 2021 |
22.56%
Dec 2011 – Dec 2021 |
20.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart