Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVSRX (ALLIANZGI RETIREMENT 2040 FUND R) | NA | 16.83% | 7.30% | 8.81% | 7.16% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVSRX (ALLIANZGI RETIREMENT 2040 FUND R) | 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 | 16.83 | 7.30 | 8.81 | 7.16 | NA | NA | … | … | -16.44 | 21.50 | -11.12 | 20.47 | 7.78 | -2.76 | 1.37 | 11.73 | 12.14 | -5.11 | 15.47 | 33.06 |
| Sharpe Ratio | NA | -0.31 | -0.12 | 0.13 | 0.25 | NA | NA | … | … | -0.53 | 2.05 | -0.91 | 3.25 | 0.69 | -0.29 | 0.19 | 1.61 | 1.41 | -0.26 | 1.03 | 1.62 |
| Standard Deviation(%) | NA | 36.09 | 22.96 | 18.77 | 15.59 | NA | NA | … | … | 42.66 | 9.81 | 13.66 | 6.13 | 10.86 | 9.73 | 7.08 | 7.24 | 8.64 | 19.80 | 15.00 | 20.40 |
| Draw Down(%) | NA | 29.99 | 29.99 | 29.99 | 29.99 | NA | NA | … | … | 29.99 | 6.00 | 20.20 | 1.87 | 9.86 | 10.72 | 7.24 | 7.29 | 7.95 | 21.47 | 11.59 | 20.88 |
| Yield(%) | 23.45 | 36.37 | 15.40 | 11.95 | 8.83 | 8.15 | 6.11 | … | … | 25.37 | 13.70 | 7.27 | 6.26 | 4.08 | 2.35 | 6.07 | 2.06 | 3.51 | 10.66 | 9.33 | 3.70 |
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 |
|---|---|---|---|---|
| AVSRX (ALLIANZGI RETIREMENT 2040 FUND R) |
0.09%
Mar 2017 – Mar 2020 |
1.21%
Feb 2011 – Feb 2016 |
4.18%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVSRX (ALLIANZGI RETIREMENT 2040 FUND R) |
22.42%
Feb 2009 – Feb 2012 |
16.59%
Feb 2009 – Feb 2014 |
10.21%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart