Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) | 1.35% | 4.54% | 1.18% | 1.48% | 2.55% | 5.01% | NA | 4.36% |
Data as of 06/02/2025, AR inception is 03/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) | 03/01/2007 | 06/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 4.54 | 1.18 | 1.48 | 2.55 | 5.01 | NA | 4.36 | 1.35 | 3.56 | 10.15 | -24.84 | 4.67 | 15.09 | 18.21 | -5.41 | 7.84 | 8.79 | -2.72 | 3.95 | 17.92 | 11.44 | -2.28 | 15.24 | 47.29 | -34.40 | 8.61 |
| Sharpe Ratio | NA | 0.15 | -0.19 | -0.03 | 0.10 | NA | NA | 0.28 | -0.02 | -0.41 | 0.64 | -1.60 | 0.44 | 0.71 | 2.04 | -0.66 | 1.47 | 1.01 | -0.31 | 0.53 | 2.61 | 1.44 | -0.16 | 1.40 | 3.10 | -1.72 | 0.78 |
| Standard Deviation(%) | NA | 10.29 | 10.98 | 11.74 | 11.65 | NA | NA | 11.93 | 13.03 | 7.41 | 9.29 | 16.42 | 10.49 | 20.95 | 8.24 | 10.23 | 4.94 | 8.53 | 8.80 | 7.37 | 6.86 | 7.96 | 14.05 | 10.82 | 15.20 | 20.51 | 9.51 |
| Draw Down(%) | NA | 10.78 | 13.12 | 28.33 | 28.33 | NA | NA | 43.30 | 10.78 | 5.39 | 9.43 | 26.52 | 7.08 | 27.12 | 5.06 | 14.03 | 2.74 | 9.26 | 9.38 | 6.80 | 5.35 | 7.45 | 16.27 | 9.63 | 12.75 | 41.93 | 6.90 |
| Yield(%) | 0.00 | 4.57 | 2.64 | 2.18 | 4.14 | 5.95 | 4.60 | 5.11 | 3.35 | 1.97 | 1.89 | 1.72 | 0.94 | 1.71 | 7.95 | 7.46 | 5.39 | 9.52 | 9.00 | 8.43 | 8.88 | 9.10 | 8.25 | 8.04 | 11.38 | 9.06 | 6.64 |
Data as of 06/02/2025, AR inception is 03/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) |
-5.75%
Apr 2021 - Apr 2024 |
-0.37%
Sep 2018 - Sep 2023 |
2.15%
Oct 2013 - Oct 2023 |
3.57%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) |
22.82%
Feb 2009 - Feb 2012 |
18.21%
Feb 2009 - Feb 2014 |
10.71%
Feb 2009 - Feb 2019 |
7.63%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart