Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASNAX (ALLIANZGI RETIREMENT 2050 FUND A) | NA | 17.10% | 7.65% | 9.47% | 7.86% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASNAX (ALLIANZGI RETIREMENT 2050 FUND A) | 01/02/2009 | 09/16/2020 |
| 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 (%) | 0.00 | 17.10 | 7.65 | 9.47 | 7.86 | NA | NA | … | … | -14.51 | 23.52 | -11.64 | 21.77 | 8.76 | -2.87 | 1.69 | 14.40 | 12.90 | -5.38 | 16.84 | 33.40 |
| Sharpe Ratio | NA | -0.23 | -0.07 | 0.18 | 0.30 | NA | NA | … | … | -0.46 | 2.05 | -0.88 | 3.32 | 0.68 | -0.26 | 0.20 | 1.75 | 1.30 | -0.25 | 1.07 | 1.65 |
| Standard Deviation(%) | NA | 37.02 | 23.80 | 19.63 | 16.57 | NA | NA | … | … | 43.74 | 10.80 | 14.73 | 6.40 | 12.46 | 11.20 | 8.24 | 8.22 | 10.00 | 21.37 | 15.62 | 20.28 |
| Draw Down(%) | NA | 32.80 | 32.80 | 32.80 | 32.80 | NA | NA | … | … | 32.80 | 6.50 | 21.51 | 1.98 | 11.01 | 12.08 | 8.42 | 7.66 | 9.55 | 22.84 | 11.93 | 20.99 |
| Yield(%) | 21.43 | 31.39 | 14.17 | 11.52 | 9.03 | 8.38 | 6.28 | … | … | 23.11 | 9.43 | 7.23 | 7.57 | 5.34 | 3.49 | 7.46 | 2.93 | 4.31 | 11.42 | 10.43 | 4.04 |
Data as of 09/16/2020, 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 |
|---|---|---|---|---|
| ASNAX (ALLIANZGI RETIREMENT 2050 FUND A) |
-0.14%
Mar 2017 – Mar 2020 |
1.60%
Feb 2011 – Feb 2016 |
4.65%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASNAX (ALLIANZGI RETIREMENT 2050 FUND A) |
23.27%
Feb 2009 – Feb 2012 |
17.57%
Feb 2009 – Feb 2014 |
10.95%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart