Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASFRX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND CLASS R) | NA | -48.05% | -19.74% | -9.45% | -3.50% | NA | NA | … | … |
Data as of 05/25/2021, Common starting date is 05/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASFRX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND CLASS R) | 05/06/2009 | 05/25/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | -48.05 | -19.74 | -9.45 | -3.50 | NA | NA | … | … | -57.30 | 13.00 | 16.54 | -10.05 | 16.34 | 3.04 | -2.38 | 0.18 | 15.52 | 13.57 | -6.17 | 16.67 | 26.50 |
| Sharpe Ratio | NA | -0.52 | -0.38 | -0.24 | -0.12 | NA | NA | … | … | -0.60 | 0.78 | 2.17 | -1.22 | 3.31 | 0.38 | -0.30 | 0.02 | 1.75 | 1.29 | -0.28 | 1.06 | 2.77 |
| Standard Deviation(%) | NA | 92.77 | 54.49 | 42.42 | 31.27 | NA | NA | … | … | 148.00 | 16.35 | 6.99 | 9.33 | 4.77 | 7.53 | 8.09 | 8.24 | 8.82 | 10.60 | 22.42 | 15.58 | 15.46 |
| Draw Down(%) | NA | 61.66 | 61.66 | 61.66 | 61.66 | NA | NA | … | … | 61.66 | 23.76 | 4.54 | 15.50 | 1.45 | 5.19 | 8.77 | 9.00 | 8.33 | 9.95 | 23.20 | 11.85 | 6.30 |
| Yield(%) | 0.00 | 28.34 | 12.63 | 9.67 | 7.44 | 7.77 | 5.83 | … | … | 0.00 | 26.09 | 11.18 | 3.36 | 4.91 | 1.02 | 2.23 | 13.53 | 15.93 | 4.12 | 3.87 | 6.58 | 2.79 |
Data as of 05/25/2021, Common starting date is 05/06/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASFRX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND CLASS R) |
-21.79%
Feb 2018 – Feb 2021 |
-10.23%
Mar 2016 – Mar 2021 |
-4.18%
Feb 2011 – Feb 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASFRX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND CLASS R) |
13.31%
Sep 2011 – Sep 2014 |
13.17%
Jun 2009 – Jun 2014 |
7.53%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart