Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AYBIX (ALLIANZGI HIGH YIELD BOND FUND INSTITUTIONAL CLASS) | NA | 8.93% | 1.18% | 3.06% | 2.60% | 6.79% | 5.44% | … | … |
Data as of 03/25/2024, Common starting date is 08/29/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AYBIX (ALLIANZGI HIGH YIELD BOND FUND INSTITUTIONAL CLASS) | 08/29/1996 | 03/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.93 | 1.18 | 3.06 | 2.60 | 6.79 | 5.44 | … | … | -4.59 | 16.67 | -10.83 | 5.70 | 3.65 | 14.00 | -4.95 | 3.97 | 12.81 | -4.90 | 0.58 | 8.22 | 13.71 | 5.10 | 14.40 | 45.70 | -20.37 | 3.63 | 9.90 | 3.44 | 8.08 | 20.54 | 3.97 | 3.02 | -3.41 | 9.56 | 4.53 | 7.31 | 5.98 |
| Sharpe Ratio | NA | 0.82 | -0.15 | 0.20 | 0.26 | NA | NA | … | … | -2.33 | 2.23 | -1.51 | 1.85 | 0.27 | 3.91 | -1.86 | 1.27 | 2.28 | -1.12 | 0.18 | 2.88 | 5.26 | 0.93 | 3.54 | 7.19 | -2.15 | 0.18 | 3.96 | 0.51 | 2.79 | 6.86 | 0.77 | 0.14 | -2.04 | 2.06 | 0.23 | 0.30 | 3.12 |
| Standard Deviation(%) | NA | 6.28 | 6.51 | 7.66 | 6.14 | NA | NA | … | … | 9.52 | 5.63 | 8.11 | 3.07 | 12.58 | 3.22 | 3.37 | 2.65 | 5.53 | 4.40 | 3.22 | 2.84 | 2.62 | 5.43 | 4.04 | 6.34 | 9.89 | 3.49 | 1.68 | 2.48 | 2.55 | 2.89 | 3.71 | 4.91 | 3.67 | 3.07 | 5.29 | 12.65 | 4.93 |
| Draw Down(%) | NA | 6.01 | 16.42 | 21.00 | 21.00 | NA | NA | … | … | 6.01 | 4.47 | 15.76 | 2.15 | 21.00 | 1.67 | 6.59 | 2.11 | 6.26 | 10.16 | 6.32 | 4.37 | 2.82 | 9.76 | 4.81 | 6.98 | 29.11 | 5.86 | 1.67 | 4.67 | 4.94 | 2.93 | 6.47 | 9.97 | 9.15 | 1.85 | 12.51 | 12.42 | 2.03 |
| Yield(%) | 0.00 | 6.59 | 5.29 | 5.41 | 4.97 | 8.17 | 6.29 | … | … | 1.67 | 6.30 | 5.11 | 5.23 | 5.42 | 5.86 | 5.37 | 5.80 | 5.66 | 6.56 | 7.01 | 8.04 | 7.94 | 9.18 | 8.14 | 10.94 | 8.00 | 7.97 | 7.66 | 7.44 | 8.20 | 8.87 | 8.70 | 9.29 | 10.20 | 9.64 | 9.93 | 8.39 | 3.64 |
Data as of 03/25/2024, Common starting date is 08/29/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AYBIX (ALLIANZGI HIGH YIELD BOND FUND INSTITUTIONAL CLASS) |
-5.00%
Nov 2005 – Nov 2008 |
-0.60%
Nov 2003 – Nov 2008 |
2.26%
Sep 2012 – Sep 2022 |
4.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AYBIX (ALLIANZGI HIGH YIELD BOND FUND INSTITUTIONAL CLASS) |
22.23%
Nov 2008 – Nov 2011 |
18.04%
Nov 2008 – Nov 2013 |
9.69%
Nov 2008 – Nov 2018 |
7.99%
Oct 1998 – Oct 2013 |
Annualized Rolling Returns Comparison Chart