Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVAMX (ALLIANZGI RETIREMENT 2040 FUND ADMINISTRATIVE) | NA | 17.32% | 7.73% | 9.26% | 7.56% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVAMX (ALLIANZGI RETIREMENT 2040 FUND ADMINISTRATIVE) | 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 (%) | -0.07 | 17.32 | 7.73 | 9.26 | 7.56 | NA | NA | … | … | -15.81 | 21.99 | -10.75 | 20.94 | 8.17 | -2.40 | 1.81 | 12.18 | 12.49 | -4.80 | 15.85 | 33.45 |
| Sharpe Ratio | NA | -0.29 | -0.10 | 0.16 | 0.28 | NA | NA | … | … | -0.51 | 2.10 | -0.88 | 3.34 | 0.73 | -0.25 | 0.25 | 1.68 | 1.46 | -0.24 | 1.05 | 1.64 |
| Standard Deviation(%) | NA | 35.85 | 22.84 | 18.68 | 15.52 | NA | NA | … | … | 42.37 | 9.81 | 13.66 | 6.11 | 10.82 | 9.78 | 7.07 | 7.24 | 8.57 | 19.77 | 15.01 | 20.43 |
| Draw Down(%) | NA | 29.97 | 29.97 | 29.97 | 29.97 | NA | NA | … | … | 29.97 | 5.93 | 19.90 | 1.89 | 9.84 | 10.55 | 7.14 | 7.28 | 7.93 | 21.36 | 11.57 | 20.88 |
| Yield(%) | 23.09 | 35.82 | 15.58 | 12.22 | 9.12 | 8.45 | 6.34 | … | … | 25.09 | 13.29 | 7.83 | 7.16 | 4.24 | 2.67 | 6.43 | 2.51 | 3.49 | 10.93 | 9.57 | 3.96 |
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 |
|---|---|---|---|---|
| AVAMX (ALLIANZGI RETIREMENT 2040 FUND ADMINISTRATIVE) |
0.49%
Mar 2017 – Mar 2020 |
1.59%
Feb 2011 – Feb 2016 |
4.57%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVAMX (ALLIANZGI RETIREMENT 2040 FUND ADMINISTRATIVE) |
22.82%
Feb 2009 – Feb 2012 |
17.00%
Feb 2009 – Feb 2014 |
10.62%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart