Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PALLX (ALLIANZGI GLOBAL ALLOCATION FUND INSTITUTIONAL CLASS) | 6.62% | 19.36% | 12.14% | 3.40% | 5.69% | 5.12% | 5.24% | … | … |
Data as of 06/05/2026, Common starting date is 03/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PALLX (ALLIANZGI GLOBAL ALLOCATION FUND INSTITUTIONAL CLASS) | 03/30/1999 | 06/05/2026 |
| 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 (%) | -1.91 | 19.36 | 12.14 | 3.40 | 5.69 | 5.12 | 5.24 | … | … | 6.62 | 17.95 | 6.67 | 11.91 | -19.58 | 3.58 | 9.00 | 18.34 | -8.52 | 16.95 | 3.69 | -1.95 | 2.44 | 11.58 | 12.79 | -3.25 | 15.10 | 28.35 | -26.71 | 7.78 | 12.13 | 6.78 | 9.35 | 24.54 | -10.09 | -3.26 | -1.38 | 8.89 |
| Sharpe Ratio | NA | 2.30 | 1.05 | 0.12 | 0.39 | NA | NA | … | … | 1.83 | 1.50 | 0.36 | 0.88 | -1.34 | 0.33 | 0.44 | 2.53 | -1.06 | 3.60 | 0.45 | -0.23 | 0.36 | 1.80 | 1.85 | -0.21 | 1.33 | 1.72 | -1.10 | 0.45 | 1.10 | 0.67 | 1.07 | 2.64 | -0.85 | -0.54 | -0.40 | 0.97 |
| Standard Deviation(%) | NA | 8.57 | 9.60 | 11.27 | 11.17 | NA | NA | … | … | 10.58 | 10.09 | 8.43 | 9.47 | 15.72 | 10.69 | 19.77 | 6.67 | 9.35 | 4.54 | 7.77 | 8.69 | 6.73 | 6.40 | 6.96 | 15.98 | 11.25 | 16.44 | 25.12 | 10.35 | 7.95 | 6.78 | 7.82 | 9.03 | 13.19 | 10.85 | 13.87 | 8.66 |
| Draw Down(%) | NA | 6.91 | 11.53 | 27.93 | 27.93 | NA | NA | … | … | 6.91 | 10.02 | 4.89 | 11.53 | 22.39 | 7.79 | 24.25 | 3.60 | 15.30 | 1.37 | 5.24 | 9.78 | 6.65 | 6.39 | 6.15 | 17.15 | 8.50 | 18.68 | 36.70 | 6.23 | 7.80 | 4.73 | 6.16 | 8.00 | 20.68 | 15.47 | 11.73 | 5.90 |
| Yield(%) | 0.00 | 9.37 | 5.61 | 3.29 | 4.85 | 4.58 | 4.79 | … | … | 1.67 | 8.05 | 3.44 | 3.11 | 1.13 | 2.35 | 1.97 | 11.39 | 5.63 | 9.91 | 2.38 | 5.22 | 5.25 | 3.13 | 3.97 | 2.90 | 4.27 | 5.58 | 7.16 | 12.60 | 4.60 | 3.21 | 1.48 | 3.17 | 2.75 | 2.89 | 6.25 | 3.22 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PALLX (ALLIANZGI GLOBAL ALLOCATION FUND INSTITUTIONAL CLASS) |
-8.55%
Feb 2006 – Feb 2009 |
-2.23%
Feb 2004 – Feb 2009 |
1.67%
Apr 1999 – Apr 2009 |
2.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PALLX (ALLIANZGI GLOBAL ALLOCATION FUND INSTITUTIONAL CLASS) |
19.72%
Feb 2009 – Feb 2012 |
15.30%
Feb 2009 – Feb 2014 |
9.09%
Feb 2009 – Feb 2019 |
7.52%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart