Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AZBCX (ALLIANZGI SMALL-CAP BLEND FUND CLASS C) | 17.81% | 32.52% | 17.41% | 7.06% | 10.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AZBCX (ALLIANZGI SMALL-CAP BLEND FUND CLASS C) | 07/03/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.29 | 32.52 | 17.41 | 7.06 | 10.56 | NA | NA | … | … | 17.81 | 7.29 | 17.74 | 12.82 | -18.93 | 17.57 | 15.72 | 23.00 | -10.27 | 19.84 | 14.24 | -2.14 | 1.49 | 20.02 |
| Sharpe Ratio | NA | 1.77 | 0.78 | 0.22 | 0.43 | NA | NA | … | … | 2.30 | 0.22 | 0.84 | 0.58 | -0.84 | 0.85 | 0.40 | 1.50 | -0.66 | 1.66 | 0.86 | -0.14 | 0.10 | 3.29 |
| Standard Deviation(%) | NA | 16.60 | 17.74 | 19.15 | 20.84 | NA | NA | … | … | 18.09 | 19.90 | 16.72 | 15.88 | 24.31 | 20.64 | 38.52 | 14.31 | 17.64 | 11.60 | 16.32 | 15.67 | 15.04 | 13.52 |
| Draw Down(%) | NA | 9.49 | 24.19 | 30.56 | 40.83 | NA | NA | … | … | 8.56 | 22.13 | 7.70 | 13.11 | 27.92 | 9.66 | 40.83 | 7.61 | 26.20 | 3.69 | 14.39 | 12.35 | 13.05 | 4.28 |
| Yield(%) | 0.00 | 5.66 | 7.09 | 6.38 | 7.57 | 6.32 | 4.74 | … | … | 0.00 | 5.41 | 12.24 | 2.25 | 3.77 | 15.23 | 0.00 | 0.02 | 8.26 | 14.99 | 0.04 | 2.92 | 4.79 | 1.14 |
Data as of 06/04/2026, Common starting date is 07/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZBCX (ALLIANZGI SMALL-CAP BLEND FUND CLASS C) |
-3.06%
Mar 2017 – Mar 2020 |
0.10%
Mar 2015 – Mar 2020 |
5.62%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZBCX (ALLIANZGI SMALL-CAP BLEND FUND CLASS C) |
18.72%
Dec 2018 – Dec 2021 |
15.85%
Feb 2016 – Feb 2021 |
10.72%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart