Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASNRX (ALLIANZGI RETIREMENT 2050 FUND R) | NA | 16.71% | 7.27% | 9.08% | 7.49% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASNRX (ALLIANZGI RETIREMENT 2050 FUND R) | 01/09/2009 | 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 | 16.71 | 7.27 | 9.08 | 7.49 | NA | NA | … | … | -14.77 | 23.02 | -11.94 | 21.29 | 8.38 | -3.20 | 1.33 | 14.04 | 12.48 | -5.64 | 16.56 | 34.84 |
| Sharpe Ratio | NA | -0.24 | -0.09 | 0.16 | 0.27 | NA | NA | … | … | -0.47 | 2.02 | -0.90 | 3.22 | 0.65 | -0.29 | 0.16 | 1.71 | 1.26 | -0.26 | 1.05 | 1.76 |
| Standard Deviation(%) | NA | 37.12 | 23.85 | 19.67 | 16.60 | NA | NA | … | … | 43.86 | 10.72 | 14.77 | 6.45 | 12.43 | 11.20 | 8.28 | 8.19 | 9.98 | 21.44 | 15.64 | 20.28 |
| Draw Down(%) | NA | 32.83 | 32.83 | 32.83 | 32.83 | NA | NA | … | … | 32.83 | 6.51 | 21.74 | 2.00 | 11.09 | 12.18 | 8.56 | 7.68 | 9.55 | 22.97 | 11.93 | 18.50 |
| Yield(%) | 21.50 | 31.48 | 13.84 | 11.21 | 8.73 | 8.18 | 6.13 | … | … | 23.14 | 9.56 | 7.00 | 6.28 | 5.27 | 3.51 | 7.05 | 2.36 | 4.31 | 11.06 | 10.16 | 3.82 |
Data as of 09/16/2020, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASNRX (ALLIANZGI RETIREMENT 2050 FUND R) |
-0.49%
Mar 2017 – Mar 2020 |
1.28%
Feb 2011 – Feb 2016 |
4.30%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASNRX (ALLIANZGI RETIREMENT 2050 FUND R) |
23.00%
Feb 2009 – Feb 2012 |
17.25%
Feb 2009 – Feb 2014 |
10.60%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart