Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASGAX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND CLASS A) | NA | -20.06% | -26.11% | -16.25% | -5.79% | NA | NA | … | … |
Data as of 10/04/2022, Common starting date is 05/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASGAX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND CLASS A) | 05/06/2009 | 10/04/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -20.06 | -26.11 | -16.25 | -5.79 | NA | NA | … | … | -23.04 | -62.98 | 13.47 | 16.87 | -9.67 | 16.80 | 2.25 | -2.10 | 0.37 | 15.84 | 13.80 | -5.89 | 16.86 | 26.71 |
| Sharpe Ratio | NA | -1.48 | -0.46 | -0.38 | -0.20 | NA | NA | … | … | -2.01 | -0.64 | 0.80 | 2.21 | -1.18 | 3.37 | 0.28 | -0.26 | 0.04 | 1.79 | 1.30 | -0.26 | 1.07 | 2.79 |
| Standard Deviation(%) | NA | 14.07 | 57.26 | 44.64 | 32.04 | NA | NA | … | … | 15.06 | 98.11 | 16.41 | 6.99 | 9.32 | 4.82 | 7.20 | 8.09 | 8.23 | 8.82 | 10.62 | 22.46 | 15.63 | 15.44 |
| Draw Down(%) | NA | 24.49 | 67.65 | 67.65 | 67.65 | NA | NA | … | … | 23.48 | 64.14 | 23.77 | 4.52 | 15.24 | 1.48 | 5.17 | 8.66 | 8.90 | 8.31 | 9.99 | 23.12 | 11.81 | 6.30 |
| Yield(%) | 0.00 | 15.10 | 17.23 | 11.35 | 8.78 | 9.20 | 6.90 | … | … | 0.00 | 16.97 | 28.40 | 11.53 | 4.12 | 5.11 | 0.00 | 2.75 | 13.61 | 15.88 | 4.73 | 3.49 | 7.01 | 3.05 |
Data as of 10/04/2022, 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 |
|---|---|---|---|---|
| ASGAX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND CLASS A) |
-26.35%
Jul 2019 – Jul 2022 |
-16.15%
Sep 2017 – Sep 2022 |
-5.72%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASGAX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND CLASS A) |
13.59%
Sep 2011 – Sep 2014 |
13.44%
Jun 2009 – Jun 2014 |
7.72%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart