Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PPGRX (ALLIANZGI FOCUSED GROWTH FUND R) NA -40.89% -9.75% 0.90% 6.56% 6.29% NA
Data as of 05/25/2021, Common starting date is 03/14/2003
More Performance Analytics Comparison
Name Start Date End Date
PPGRX (ALLIANZGI FOCUSED GROWTH FUND R) 03/14/2003 05/25/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) 1.44 -40.89 -9.75 0.90 6.56 6.29 NA -57.62 48.12 33.48 -5.93 31.09 1.26 9.78 8.89 38.46 16.79 -0.58 13.05 32.91 -37.41 18.34 14.65 5.27 9.15 31.03
Sharpe Ratio NA -0.47 -0.19 0.00 0.18 NA NA -0.64 1.31 2.01 -0.33 3.44 0.07 0.58 0.59 3.13 1.16 -0.02 0.69 1.30 -0.94 0.93 0.89 0.28 0.58 2.32
Standard Deviation(%) NA 88.54 56.06 44.14 33.59 NA NA 138.58 36.36 15.89 22.52 8.89 14.17 16.72 15.04 12.28 14.58 25.38 18.80 25.30 40.86 16.43 12.68 10.60 14.19 16.96
Draw Down(%) NA 62.42 62.42 62.42 62.42 NA NA 62.42 31.79 8.37 25.35 2.80 13.60 13.03 9.30 6.24 11.59 20.75 16.46 20.20 47.05 9.37 11.08 8.32 13.73 5.86
Yield(%) 0.00 16.12 14.62 12.96 12.66 11.15 12.94 0.00 16.83 21.91 14.36 2.22 3.21 8.56 11.49 12.50 8.32 0.00 0.17 0.13 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/25/2021, Common starting date is 03/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PPGRX (ALLIANZGI FOCUSED GROWTH FUND R) -10.24%
Feb 2018 – Feb 2021
-3.78%
Feb 2004 – Feb 2009
6.17%
Mar 2011 – Mar 2021
5.96%
Mar 2006 – Mar 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PPGRX (ALLIANZGI FOCUSED GROWTH FUND R) 23.85%
Aug 2017 – Aug 2020
23.34%
Feb 2009 – Feb 2014
18.36%
Aug 2010 – Aug 2020
12.76%
Dec 2005 – Dec 2020
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return