Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PALCX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS C) | 2.49% | 17.47% | 9.93% | 2.76% | 4.96% | 3.95% | 4.01% | … | … |
Data as of 02/04/2026, Common starting date is 03/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PALCX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS C) | 03/30/1999 | 02/04/2026 |
| 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 (%) | 0.00 | 17.47 | 9.93 | 2.76 | 4.96 | 3.95 | 4.01 | … | … | 2.49 | 16.83 | 5.58 | 10.86 | -20.20 | 2.99 | 8.16 | 17.11 | -9.49 | 16.08 | 2.63 | -2.88 | 1.46 | 10.38 | 11.67 | -4.17 | 13.77 | 26.94 | -27.64 | 6.28 | 10.85 | 5.30 | 9.55 | 23.33 | -11.95 | -4.55 | -2.65 | 7.73 |
| Sharpe Ratio | NA | 1.48 | 0.68 | 0.04 | 0.31 | NA | NA | … | … | 4.53 | 1.39 | 0.23 | 0.78 | -1.39 | 0.29 | 0.40 | 2.37 | -1.16 | 3.54 | 0.31 | -0.33 | 0.21 | 1.63 | 1.66 | -0.26 | 1.21 | 1.63 | -1.13 | 0.30 | 0.94 | 0.44 | 1.07 | 2.38 | -0.71 | -0.66 | -0.49 | 0.79 |
| Standard Deviation(%) | NA | 9.89 | 9.16 | 11.00 | 10.99 | NA | NA | … | … | 5.96 | 10.11 | 8.42 | 9.33 | 15.66 | 10.35 | 19.79 | 6.61 | 9.37 | 4.38 | 7.81 | 8.74 | 6.77 | 6.34 | 7.07 | 15.96 | 11.32 | 16.48 | 25.16 | 10.39 | 7.93 | 6.88 | 8.05 | 9.51 | 18.35 | 10.83 | 13.95 | 8.70 |
| Draw Down(%) | NA | 10.17 | 11.80 | 28.33 | 28.33 | NA | NA | … | … | 1.23 | 10.17 | 4.99 | 11.80 | 23.09 | 7.51 | 24.35 | 3.57 | 16.11 | 1.42 | 5.40 | 10.10 | 7.06 | 6.42 | 6.47 | 17.59 | 8.53 | 18.80 | 37.46 | 6.39 | 7.86 | 4.91 | 6.68 | 8.29 | 21.83 | 16.03 | 12.06 | 6.21 |
| Yield(%) | 0.00 | 7.07 | 3.93 | 2.30 | 3.76 | 3.41 | 3.63 | … | … | 0.31 | 6.87 | 2.32 | 1.82 | 0.35 | 1.10 | 0.28 | 9.27 | 3.75 | 9.70 | 0.89 | 4.35 | 4.13 | 2.02 | 2.81 | 1.85 | 3.18 | 3.47 | 5.86 | 10.29 | 2.51 | 1.87 | 1.76 | 2.03 | 0.98 | 1.75 | 5.04 | 2.00 |
Data as of 02/04/2026, 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 |
|---|---|---|---|---|
| PALCX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS C) |
-9.70%
Feb 2006 – Feb 2009 |
-3.20%
Feb 2004 – Feb 2009 |
0.44%
Apr 1999 – Apr 2009 |
1.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PALCX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS C) |
18.39%
Feb 2009 – Feb 2012 |
14.08%
Feb 2009 – Feb 2014 |
7.99%
Feb 2009 – Feb 2019 |
6.45%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart