Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
PGWAX (ALLIANZGI FOCUSED GROWTH FUND A) | 2.89% | 10.80% | 27.05% | 17.56% | 15.65% | 16.15% | 12.94% | 10.37% |
Data as of 06/20/2025, AR inception is 12/28/1990
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
PGWAX (ALLIANZGI FOCUSED GROWTH FUND A) | 12/28/1990 | 06/20/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.05 | 10.80 | 27.05 | 17.56 | 15.65 | 16.15 | 12.94 | 10.37 | 2.89 | 30.85 | 49.81 | -38.38 | 1.71 | 36.49 | 33.96 | -5.96 | 31.46 | 1.50 | 10.07 | 9.28 | 38.85 | 17.04 | -0.32 | 13.11 | 33.27 | -37.27 | 18.66 | 14.89 | 5.62 | 9.44 | 25.21 | -29.22 | -29.05 | -14.32 | 41.28 | 40.03 | 23.08 | 18.42 | 14.27 | -5.48 | 0.23 | 0.51 | 34.32 | 1.57 |
Sharpe Ratio | NA | 0.29 | 1.08 | 0.65 | 0.63 | NA | NA | 0.39 | 0.10 | 1.23 | 2.61 | -1.19 | 0.06 | 0.98 | 2.05 | -0.32 | 3.48 | 0.09 | 0.60 | 0.62 | 3.16 | 1.18 | -0.01 | 0.69 | 1.31 | -0.93 | 0.96 | 0.92 | 0.33 | 0.60 | 1.32 | -1.21 | -1.32 | -0.48 | 1.59 | 1.46 | 0.99 | 1.10 | 0.70 | -0.68 | -0.12 | -0.14 | 1.85 | NA |
Standard Deviation(%) | NA | 26.18 | 23.01 | 24.26 | 22.76 | NA | NA | 21.36 | 32.13 | 19.72 | 17.65 | 33.47 | 28.68 | 36.98 | 15.89 | 22.53 | 8.89 | 14.19 | 16.71 | 15.03 | 12.29 | 14.54 | 25.37 | 18.80 | 25.27 | 40.86 | 16.42 | 12.71 | 10.60 | 14.21 | 18.57 | 24.99 | 24.02 | 38.00 | 23.99 | 25.12 | 19.58 | 13.50 | 14.87 | 12.43 | 15.11 | 13.26 | 16.44 | 0.00 |
Draw Down(%) | NA | 22.63 | 22.63 | 38.26 | 38.26 | NA | NA | 66.46 | 22.54 | 14.00 | 10.13 | 40.35 | 22.68 | 31.78 | 8.36 | 25.52 | 2.77 | 13.59 | 13.00 | 9.26 | 6.19 | 11.56 | 20.74 | 16.55 | 20.14 | 46.99 | 9.34 | 11.10 | 8.25 | 13.53 | 13.85 | 33.55 | 39.60 | 31.53 | 15.90 | 27.78 | 11.61 | 10.69 | 14.46 | 12.89 | 11.82 | 10.32 | 9.01 | 0.00 |
Yield(%) | 0.00 | 4.65 | 5.64 | 9.63 | 10.38 | 14.46 | 13.08 | 13.69 | 0.00 | 6.01 | 3.67 | 3.91 | 19.75 | 11.67 | 16.05 | 11.01 | 1.72 | 2.50 | 6.81 | 9.44 | 10.42 | 7.02 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.55 | 6.12 | 17.94 | 15.38 | 18.10 | 14.94 | 0.00 | 0.00 | 0.00 | 0.00 | 1.17 | 0.89 |
Data as of 06/20/2025, AR inception is 12/28/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PGWAX (ALLIANZGI FOCUSED GROWTH FUND A) |
-27.70%
Mar 2000 - Mar 2003 |
-12.74%
Mar 2000 - Mar 2005 |
-5.37%
Aug 2000 - Aug 2010 |
1.73%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
PGWAX (ALLIANZGI FOCUSED GROWTH FUND A) |
40.83%
Mar 1997 - Mar 2000 |
28.01%
Mar 1995 - Mar 2000 |
19.72%
Sep 2011 - Sep 2021 |
17.50%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart