Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGARX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS R) | NA | -30.35% | -10.05% | -3.20% | -0.08% | NA | NA | … | … |
Data as of 05/25/2021, Common starting date is 05/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGARX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS R) | 05/06/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | -30.35 | -10.05 | -3.20 | -0.08 | NA | NA | … | … | -41.30 | 13.63 | 17.74 | -8.93 | 16.64 | 3.27 | -2.36 | 2.02 | 11.14 | 12.29 | -3.81 | 14.47 | 20.34 |
| Sharpe Ratio | NA | -0.53 | -0.31 | -0.14 | -0.02 | NA | NA | … | … | -0.83 | 0.70 | 2.47 | -1.09 | 3.65 | 0.39 | -0.27 | 0.30 | 1.74 | 1.75 | -0.24 | 1.26 | 2.84 |
| Standard Deviation(%) | NA | 56.64 | 34.65 | 27.17 | 20.35 | NA | NA | … | … | 89.71 | 19.16 | 6.60 | 9.38 | 4.41 | 7.80 | 8.70 | 6.76 | 6.38 | 7.04 | 16.01 | 11.45 | 11.40 |
| Draw Down(%) | NA | 45.35 | 45.35 | 45.35 | 45.35 | NA | NA | … | … | 45.35 | 24.27 | 3.54 | 15.69 | 1.37 | 5.31 | 9.90 | 6.80 | 6.45 | 6.30 | 17.44 | 8.55 | 4.51 |
| Yield(%) | 0.00 | 6.81 | 6.92 | 6.89 | 5.19 | 5.17 | 3.87 | … | … | 0.49 | 6.34 | 10.56 | 5.07 | 11.22 | 1.88 | 4.85 | 4.82 | 2.68 | 3.44 | 2.40 | 3.77 | 2.86 |
Data as of 05/25/2021, Common starting date is 05/06/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGARX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS R) |
-11.88%
Feb 2018 – Feb 2021 |
-3.80%
Mar 2016 – Mar 2021 |
-0.55%
Feb 2011 – Feb 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGARX (ALLIANZGI GLOBAL ALLOCATION FUND CLASS R) |
11.02%
Jun 2009 – Jun 2012 |
11.31%
Jun 2009 – Jun 2014 |
7.08%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart