Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVSPX (ALLIANZGI RETIREMENT 2040 FUND P) | NA | 17.58% | 8.03% | 9.54% | 7.84% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVSPX (ALLIANZGI RETIREMENT 2040 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 (%) | 0.00 | 17.58 | 8.03 | 9.54 | 7.84 | NA | NA | … | … | -15.84 | 22.33 | -10.51 | 21.29 | 8.45 | -2.11 | 2.01 | 12.47 | 12.87 | -4.63 | 15.99 | 33.66 |
| Sharpe Ratio | NA | -0.29 | -0.09 | 0.17 | 0.30 | NA | NA | … | … | -0.51 | 2.13 | -0.87 | 3.38 | 0.76 | -0.22 | 0.28 | 1.71 | 1.50 | -0.24 | 1.06 | 1.65 |
| Standard Deviation(%) | NA | 35.95 | 22.89 | 18.72 | 15.55 | NA | NA | … | … | 42.49 | 9.81 | 13.68 | 6.14 | 10.82 | 9.76 | 7.06 | 7.29 | 8.62 | 19.75 | 15.00 | 20.40 |
| Draw Down(%) | NA | 29.93 | 29.93 | 29.93 | 29.93 | NA | NA | … | … | 29.93 | 5.93 | 19.74 | 1.88 | 9.75 | 10.49 | 7.06 | 7.26 | 7.91 | 21.33 | 11.56 | 20.81 |
| Yield(%) | 23.26 | 35.60 | 15.66 | 12.39 | 9.31 | 8.64 | 6.48 | … | … | 25.30 | 12.65 | 8.00 | 7.40 | 4.65 | 2.90 | 6.67 | 2.67 | 3.65 | 11.09 | 9.71 | 4.11 |
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 |
|---|---|---|---|---|
| AVSPX (ALLIANZGI RETIREMENT 2040 FUND P) |
0.75%
Mar 2017 – Mar 2020 |
1.86%
Feb 2011 – Feb 2016 |
4.83%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVSPX (ALLIANZGI RETIREMENT 2040 FUND P) |
23.02%
Feb 2009 – Feb 2012 |
17.23%
Feb 2009 – Feb 2014 |
10.88%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart