Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ASUAX (ALLIANZGI GLOBAL SUSTAINABILITY FUND CLASS A) NA -128,122.35% nan% nan% nan% NA NA
Data as of 01/03/2025, Common starting date is 12/12/2014
More Performance Analytics Comparison
Name Start Date End Date
ASUAX (ALLIANZGI GLOBAL SUSTAINABILITY FUND CLASS A) 12/12/2014 01/03/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 0.00 -128,122.35 nan nan nan NA NA 0.00 0.28 -0.41 -39.49 0.19 16.14 31.27 -8.65 24.30 3.79 1.88 0.75
Sharpe Ratio NA -0.26 -0.75 -0.34 -0.02 NA NA 0.00 -0.47 -0.19 -1.19 0.01 0.48 2.49 -0.65 3.41 0.23 0.13 1.14
Standard Deviation(%) NA 13.16 25.81 27.33 21.49 NA NA NA 13.33 25.37 34.36 25.01 33.30 11.99 15.39 6.97 15.43 14.74 14.99
Draw Down(%) NA 6.79 43.23 53.65 53.65 NA NA 0.00 6.79 21.79 40.30 21.77 32.39 6.09 19.11 2.24 10.91 12.86 1.61
Yield(%) 0.00 103.20 20.33 14.25 11.71 7.67 5.75 0.00 101.23 1.43 1.13 0.67 0.79 2.31 7.48 4.27 1.17 1.33 0.00
Data as of 01/03/2025, Common starting date is 12/12/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASUAX (ALLIANZGI GLOBAL SUSTAINABILITY FUND CLASS A) -20.29%
Oct 2021 – Oct 2024
-6.00%
Nov 2019 – Nov 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ASUAX (ALLIANZGI GLOBAL SUSTAINABILITY FUND CLASS A) 19.08%
Oct 2018 – Oct 2021
15.80%
Oct 2016 – Oct 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return