Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVTIX (ALLIANZGI RETIREMENT 2040 FUND R6) | NA | 17.73% | 8.14% | 9.65% | 7.94% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVTIX (ALLIANZGI RETIREMENT 2040 FUND R6) | 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 | 17.73 | 8.14 | 9.65 | 7.94 | NA | NA | … | … | -16.34 | 22.43 | -10.44 | 21.41 | 8.54 | -1.98 | 2.09 | 12.62 | 12.86 | -4.53 | 16.15 | 33.77 |
| Sharpe Ratio | NA | -0.30 | -0.10 | 0.16 | 0.30 | NA | NA | … | … | -0.52 | 2.14 | -0.86 | 3.40 | 0.77 | -0.21 | 0.29 | 1.73 | 1.51 | -0.23 | 1.07 | 1.66 |
| Standard Deviation(%) | NA | 36.51 | 23.19 | 18.94 | 15.68 | NA | NA | … | … | 43.16 | 9.85 | 13.68 | 6.14 | 10.82 | 9.73 | 7.08 | 7.25 | 8.57 | 19.78 | 15.03 | 20.35 |
| Draw Down(%) | NA | 29.94 | 29.94 | 29.94 | 29.94 | NA | NA | … | … | 29.94 | 5.92 | 19.66 | 1.83 | 9.78 | 10.43 | 7.05 | 7.25 | 7.86 | 21.28 | 11.55 | 20.81 |
| Yield(%) | 23.81 | 37.33 | 16.25 | 12.83 | 9.56 | 8.89 | 6.66 | … | … | 25.92 | 14.38 | 8.11 | 7.50 | 4.74 | 2.97 | 6.74 | 2.72 | 3.65 | 11.19 | 9.81 | 4.22 |
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 |
|---|---|---|---|---|
| AVTIX (ALLIANZGI RETIREMENT 2040 FUND R6) |
0.86%
Mar 2017 – Mar 2020 |
1.96%
Feb 2011 – Feb 2016 |
4.93%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVTIX (ALLIANZGI RETIREMENT 2040 FUND R6) |
23.15%
Feb 2009 – Feb 2012 |
17.33%
Feb 2009 – Feb 2014 |
10.98%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart