Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GVRRX (ALLIANZGI RETIREMENT 2035 FUND CLASS R) | NA | 16.58% | 7.22% | 8.60% | 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 |
|---|---|---|
| GVRRX (ALLIANZGI RETIREMENT 2035 FUND CLASS R) | 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 | 16.58 | 7.22 | 8.60 | NA | NA | NA | … | … | -23.45 | 19.66 | -10.07 | 19.32 | 7.83 | -2.90 | 1.39 | 9.62 | 12.22 | -1.04 |
| Sharpe Ratio | NA | -0.47 | -0.23 | 0.02 | NA | NA | NA | … | … | -0.65 | 2.11 | -0.93 | 3.25 | 0.84 | -0.35 | 0.22 | 1.45 | 1.67 | NA |
| Standard Deviation(%) | NA | 40.92 | 25.16 | 20.16 | NA | NA | NA | … | … | 48.46 | 8.67 | 12.28 | 5.77 | 9.04 | 8.46 | 6.19 | 6.61 | 7.33 | NA |
| Draw Down(%) | NA | 30.13 | 30.13 | 30.13 | NA | NA | NA | … | … | 30.13 | 5.26 | 18.26 | 1.79 | 8.24 | 9.77 | 6.45 | 7.22 | 6.63 | NA |
| Yield(%) | 30.10 | 44.33 | 18.07 | 13.64 | 8.50 | 5.67 | 4.25 | … | … | 32.70 | 15.49 | 8.63 | 6.25 | 2.53 | 2.48 | 3.97 | 1.82 | 2.91 | 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 |
|---|---|---|---|---|
| GVRRX (ALLIANZGI RETIREMENT 2035 FUND CLASS R) |
0.27%
Feb 2013 – Feb 2016 |
2.27%
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 |
|---|---|---|---|---|
| GVRRX (ALLIANZGI RETIREMENT 2035 FUND CLASS R) |
10.29%
Sep 2015 – Sep 2018 |
8.39%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart