Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASNIX (ALLIANZGI RETIREMENT 2050 FUND R6) | NA | 17.55% | 8.08% | 9.92% | 8.28% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASNIX (ALLIANZGI RETIREMENT 2050 FUND R6) | 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 (%) | -0.01 | 17.55 | 8.08 | 9.92 | 8.28 | NA | NA | … | … | -14.49 | 24.01 | -11.28 | 22.20 | 9.25 | -2.47 | 2.09 | 14.86 | 13.23 | -5.05 | 17.22 | 33.98 |
| Sharpe Ratio | NA | -0.23 | -0.06 | 0.20 | 0.32 | NA | NA | … | … | -0.46 | 2.10 | -0.86 | 3.39 | 0.73 | -0.22 | 0.25 | 1.82 | 1.33 | -0.24 | 1.10 | 1.68 |
| Standard Deviation(%) | NA | 37.22 | 23.90 | 19.70 | 16.61 | NA | NA | … | … | 43.97 | 10.78 | 14.73 | 6.39 | 12.42 | 11.16 | 8.23 | 8.17 | 9.99 | 21.41 | 15.60 | 20.30 |
| Draw Down(%) | NA | 32.79 | 32.79 | 32.79 | 32.79 | NA | NA | … | … | 32.79 | 6.47 | 21.23 | 1.96 | 10.99 | 11.95 | 8.31 | 7.59 | 9.39 | 22.77 | 11.89 | 20.93 |
| Yield(%) | 21.65 | 31.93 | 14.57 | 12.01 | 9.40 | 8.77 | 6.58 | … | … | 23.42 | 9.78 | 7.61 | 7.98 | 5.93 | 4.11 | 7.66 | 3.02 | 4.47 | 11.59 | 10.62 | 4.30 |
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 |
|---|---|---|---|---|
| ASNIX (ALLIANZGI RETIREMENT 2050 FUND R6) |
0.25%
Mar 2017 – Mar 2020 |
1.99%
Feb 2011 – Feb 2016 |
5.05%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASNIX (ALLIANZGI RETIREMENT 2050 FUND R6) |
23.70%
Feb 2009 – Feb 2012 |
18.00%
Feb 2009 – Feb 2014 |
11.37%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart