Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASNPX (ALLIANZGI RETIREMENT 2050 FUND P) | NA | 17.40% | 7.96% | 9.81% | 8.18% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASNPX (ALLIANZGI RETIREMENT 2050 FUND P) | 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 | 17.40 | 7.96 | 9.81 | 8.18 | NA | NA | … | … | -14.17 | 23.82 | -11.34 | 22.11 | 9.13 | -2.56 | 2.01 | 14.78 | 13.18 | -5.15 | 17.06 | 33.87 |
| Sharpe Ratio | NA | -0.22 | -0.06 | 0.20 | 0.32 | NA | NA | … | … | -0.45 | 2.08 | -0.86 | 3.37 | 0.71 | -0.23 | 0.24 | 1.80 | 1.33 | -0.24 | 1.09 | 1.67 |
| Standard Deviation(%) | NA | 36.92 | 23.74 | 19.60 | 16.55 | NA | NA | … | … | 43.60 | 10.79 | 14.74 | 6.40 | 12.52 | 11.19 | 8.24 | 8.20 | 9.99 | 21.39 | 15.62 | 20.33 |
| Draw Down(%) | NA | 32.77 | 32.77 | 32.77 | 32.77 | NA | NA | … | … | 32.77 | 6.45 | 21.31 | 2.01 | 11.03 | 11.93 | 8.37 | 7.64 | 9.44 | 22.79 | 11.90 | 20.93 |
| Yield(%) | 21.29 | 30.44 | 14.06 | 11.62 | 9.19 | 8.56 | 6.42 | … | … | 23.02 | 8.16 | 7.53 | 7.89 | 5.85 | 4.09 | 7.63 | 3.02 | 4.47 | 11.49 | 10.52 | 4.19 |
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 |
|---|---|---|---|---|
| ASNPX (ALLIANZGI RETIREMENT 2050 FUND P) |
0.15%
Mar 2017 – Mar 2020 |
1.91%
Feb 2011 – Feb 2016 |
4.95%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASNPX (ALLIANZGI RETIREMENT 2050 FUND P) |
23.59%
Feb 2009 – Feb 2012 |
17.89%
Feb 2009 – Feb 2014 |
11.27%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart