Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBLIX (ALLIANZGI RETIREMENT 2055 FUND R6) | NA | 17.10% | 7.97% | 9.79% | NA | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 12/22/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBLIX (ALLIANZGI RETIREMENT 2055 FUND R6) | 12/22/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | 17.10 | 7.97 | 9.79 | NA | NA | NA | … | … | -18.37 | 23.87 | -11.05 | 22.21 | 8.81 | -2.38 | 2.25 | 15.00 | 13.44 | -1.36 |
| Sharpe Ratio | NA | -0.31 | -0.11 | 0.14 | NA | NA | NA | … | … | -0.53 | 2.10 | -0.85 | 3.37 | 0.69 | -0.21 | 0.27 | 1.82 | 1.36 | NA |
| Standard Deviation(%) | NA | 40.13 | 25.39 | 20.79 | NA | NA | NA | … | … | 47.45 | 10.68 | 14.62 | 6.43 | 12.36 | 11.37 | 8.41 | 8.22 | 9.96 | NA |
| Draw Down(%) | NA | 32.98 | 32.98 | 32.98 | NA | NA | NA | … | … | 32.98 | 6.40 | 20.87 | 1.96 | 11.01 | 11.95 | 8.54 | 7.60 | 9.44 | NA |
| Yield(%) | 24.87 | 33.92 | 15.01 | 12.15 | 8.51 | 5.67 | 4.25 | … | … | 26.80 | 7.56 | 7.12 | 7.54 | 4.76 | 4.11 | 7.42 | 3.56 | 5.74 | 0.00 |
Data as of 09/16/2020, Common starting date is 12/22/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLIX (ALLIANZGI RETIREMENT 2055 FUND R6) |
0.11%
Mar 2017 – Mar 2020 |
2.11%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBLIX (ALLIANZGI RETIREMENT 2055 FUND R6) |
12.37%
Sep 2015 – Sep 2018 |
9.56%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart