Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVSAX (ALLIANZGI RETIREMENT 2040 FUND A) | NA | 17.35% | 7.72% | 9.22% | 7.53% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVSAX (ALLIANZGI RETIREMENT 2040 FUND A) | 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 (%) | 0.02 | 17.35 | 7.72 | 9.22 | 7.53 | NA | NA | … | … | -15.84 | 21.95 | -10.77 | 20.89 | 8.07 | -2.39 | 1.72 | 12.13 | 12.51 | -4.89 | 15.81 | 33.42 |
| Sharpe Ratio | NA | -0.29 | -0.10 | 0.15 | 0.28 | NA | NA | … | … | -0.52 | 2.09 | -0.88 | 3.32 | 0.73 | -0.25 | 0.24 | 1.66 | 1.46 | -0.25 | 1.05 | 1.64 |
| Standard Deviation(%) | NA | 35.83 | 22.83 | 18.68 | 15.52 | NA | NA | … | … | 42.35 | 9.84 | 13.68 | 6.13 | 10.80 | 9.75 | 7.03 | 7.28 | 8.59 | 19.79 | 15.02 | 20.37 |
| Draw Down(%) | NA | 29.94 | 29.94 | 29.94 | 29.94 | NA | NA | … | … | 29.94 | 5.95 | 19.93 | 1.84 | 9.81 | 10.60 | 7.13 | 7.26 | 7.94 | 21.43 | 11.59 | 20.88 |
| Yield(%) | 23.15 | 36.22 | 15.65 | 12.19 | 9.09 | 8.43 | 6.32 | … | … | 25.14 | 13.82 | 7.59 | 7.12 | 3.87 | 2.35 | 6.46 | 2.59 | 3.60 | 10.92 | 9.47 | 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 |
|---|---|---|---|---|
| AVSAX (ALLIANZGI RETIREMENT 2040 FUND A) |
0.46%
Mar 2017 – Mar 2020 |
1.55%
Feb 2011 – Feb 2016 |
4.53%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVSAX (ALLIANZGI RETIREMENT 2040 FUND A) |
22.77%
Feb 2009 – Feb 2012 |
16.95%
Feb 2009 – Feb 2014 |
10.57%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart