Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PALAX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS A) | 8.44% | 21.79% | 12.54% | 3.71% | 5.69% | 4.95% | 5.04% | … | … |
Data as of 06/03/2026, Common starting date is 03/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PALAX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS A) | 03/30/1999 | 06/03/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 21.79 | 12.54 | 3.71 | 5.69 | 4.95 | 5.04 | … | … | 8.44 | 17.74 | 6.38 | 11.78 | -19.78 | 3.33 | 8.85 | 17.91 | -8.73 | 16.91 | 3.51 | -2.23 | 2.16 | 11.27 | 12.58 | -3.57 | 14.78 | 27.79 | -27.14 | 7.09 | 11.69 | 6.16 | 10.26 | 24.22 | -11.37 | -3.75 | -1.99 | 8.33 |
| Sharpe Ratio | NA | 2.28 | 1.03 | 0.10 | 0.37 | NA | NA | … | … | 1.81 | 1.48 | 0.33 | 0.87 | -1.36 | 0.31 | 0.43 | 2.49 | -1.09 | 3.65 | 0.42 | -0.26 | 0.32 | 1.78 | 1.78 | -0.22 | 1.30 | 1.68 | -1.11 | 0.38 | 1.05 | 0.57 | 1.15 | 2.46 | -0.73 | -0.59 | -0.45 | 0.89 |
| Standard Deviation(%) | NA | 8.53 | 9.58 | 11.22 | 11.14 | NA | NA | … | … | 10.57 | 10.10 | 8.43 | 9.47 | 15.67 | 10.51 | 19.77 | 6.60 | 9.34 | 4.47 | 7.80 | 8.74 | 6.70 | 6.31 | 7.09 | 16.02 | 11.32 | 16.46 | 25.22 | 10.39 | 7.91 | 6.86 | 8.06 | 9.54 | 17.05 | 10.78 | 13.87 | 8.65 |
| Draw Down(%) | NA | 6.93 | 11.53 | 27.99 | 27.99 | NA | NA | … | … | 6.93 | 10.10 | 4.84 | 11.53 | 22.51 | 7.63 | 24.30 | 3.50 | 15.51 | 1.35 | 5.28 | 9.81 | 6.73 | 6.39 | 6.27 | 17.28 | 8.43 | 18.67 | 37.07 | 6.29 | 7.82 | 4.76 | 6.38 | 8.14 | 21.75 | 15.63 | 11.88 | 6.02 |
| Yield(%) | 0.00 | 8.96 | 5.27 | 3.06 | 4.64 | 4.32 | 4.51 | … | … | 1.58 | 7.65 | 3.19 | 2.83 | 0.92 | 2.00 | 1.58 | 10.81 | 5.29 | 11.25 | 1.65 | 4.95 | 4.95 | 2.84 | 3.65 | 2.62 | 3.98 | 4.90 | 6.60 | 11.61 | 3.68 | 2.71 | 2.46 | 2.68 | 1.43 | 2.43 | 5.72 | 2.78 |
Data as of 06/03/2026, Common starting date is 03/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PALAX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS A) |
-9.03%
Feb 2006 – Feb 2009 |
-2.49%
Feb 2004 – Feb 2009 |
1.19%
Apr 1999 – Apr 2009 |
2.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PALAX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS A) |
19.30%
Feb 2009 – Feb 2012 |
14.94%
Feb 2009 – Feb 2014 |
8.82%
Feb 2009 – Feb 2019 |
7.25%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart