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AZGAX: ALLIANZGI RETIREMENT 2015 FUND A (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/09/2009 |
| Last Dividend Date: | 12/29/2015 |
| 12-Mo. Yield | 3.51% |
| Expenses | 0.97% |
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Performance Analytics (As of 08/26/2016)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/09/2009 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -24.6 | -19.4 | -5.9 | -1.4 | 2.9 | -20.0 | -1.9 | 2.3 | 3.1 | 10.1 | 2.1 | 11.2 | 20.1 |
| Sharpe Ratio | NA | -0.68 | -0.35 | -0.11 | 0.24 | -0.82 | -0.38 | 0.67 | 0.76 | 3.04 | 0.25 | 2.05 | 2.86 |
| Draw Down(%) | NA | 25.6 | 25.6 | 25.6 | 25.6 | 25.6 | 6.7 | 4.0 | 6.4 | 2.0 | 8.7 | 3.4 | 7.7 |
| Standard Deviation(%) | NA | 28.8 | 17.0 | 13.6 | 11.7 | 35.5 | 5.1 | 3.5 | 4.1 | 3.3 | 8.3 | 5.4 | 7.2 |
| Treynor Ratio | NA | -0.27 | -0.09 | -0.03 | 0.06 | -0.41 | -0.03 | 0.04 | 0.05 | 0.25 | 0.03 | 0.26 | 0.58 |
| Alpha | NA | -0.09 | -0.03 | -0.02 | 0.0 | -0.14 | -0.01 | -0.01 | -0.02 | 0.02 | 0.0 | 0.02 | 0.05 |
| Beta | NA | 0.71 | 0.64 | 0.59 | 0.48 | 0.72 | 0.63 | 0.59 | 0.58 | 0.4 | 0.62 | 0.42 | 0.35 |
| RSquared | NA | 0.04 | 0.07 | 0.13 | 0.21 | 0.03 | 0.73 | 0.84 | 0.77 | 0.72 | 0.94 | 0.7 | 0.67 |
| Yield(%) | N/A | 3.5 | 3.2 | 3.7 | N/A | 0.0 | 3.5 | 4.0 | 2.1 | 3.1 | 5.9 | 5.8 | 5.2 |
| Dividend Growth(%) | N/A | -16.7 | -31.8 | N/A | N/A | -100.0 | -15.0 | 89.9 | -26.4 | -50.0 | 6.9 | 27.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2009
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2011-2015 Asset Class Trend Rankings |
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