Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GVSRX (ALLIANZGI RETIREMENT 2025 FUND CLASS R) | NA | 11.54% | 5.51% | 6.96% | 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 |
|---|---|---|
| GVSRX (ALLIANZGI RETIREMENT 2025 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 (%) | -0.02 | 11.54 | 5.51 | 6.96 | NA | NA | NA | … | … | -25.34 | 16.04 | -8.03 | 15.31 | 7.35 | -2.30 | 1.57 | 4.42 | 10.37 | -0.86 |
| Sharpe Ratio | NA | -0.59 | -0.32 | -0.06 | NA | NA | NA | … | … | -0.77 | 2.39 | -1.05 | 3.24 | 1.11 | -0.22 | 0.35 | 0.89 | 2.28 | NA |
| Standard Deviation(%) | NA | 37.40 | 22.49 | 17.82 | NA | NA | NA | … | … | 44.33 | 6.12 | 8.91 | 4.54 | 6.39 | 10.47 | 4.40 | 4.90 | 4.56 | NA |
| Draw Down(%) | NA | 29.70 | 29.70 | 29.70 | NA | NA | NA | … | … | 29.70 | 3.41 | 13.86 | 1.27 | 5.54 | 7.91 | 5.13 | 6.97 | 3.51 | NA |
| Yield(%) | 29.68 | 44.54 | 17.39 | 12.83 | 7.55 | 5.03 | 3.77 | … | … | 31.32 | 18.42 | 6.14 | 4.30 | 2.40 | 2.75 | 2.54 | 1.63 | 2.65 | 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 |
|---|---|---|---|---|
| GVSRX (ALLIANZGI RETIREMENT 2025 FUND CLASS R) |
-0.23%
Feb 2013 – Feb 2016 |
2.41%
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 |
|---|---|---|---|---|
| GVSRX (ALLIANZGI RETIREMENT 2025 FUND CLASS R) |
8.20%
Sep 2015 – Sep 2018 |
5.64%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart