Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGLMX (ALLIANZGI RETIREMENT 2020 FUND ADMINISTRATIVE) | NA | 12.02% | 5.89% | 6.88% | 5.46% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGLMX (ALLIANZGI RETIREMENT 2020 FUND ADMINISTRATIVE) | 01/02/2009 | 09/16/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 12.02 | 5.89 | 6.88 | 5.46 | NA | NA | … | … | -24.61 | 14.74 | -6.59 | 13.27 | 7.01 | -2.31 | 2.09 | 3.86 | 10.58 | 1.14 | 11.45 | 23.31 |
| Sharpe Ratio | NA | -0.60 | -0.32 | -0.07 | 0.11 | NA | NA | … | … | -0.76 | 2.81 | -1.14 | 3.46 | 1.25 | -0.42 | 0.54 | 0.86 | 2.72 | 0.12 | 1.41 | 2.89 |
| Standard Deviation(%) | NA | 36.91 | 21.88 | 17.24 | 12.99 | NA | NA | … | … | 43.80 | 4.74 | 6.95 | 3.67 | 5.41 | 5.62 | 3.82 | 4.46 | 3.91 | 9.64 | 8.06 | 8.07 |
| Draw Down(%) | NA | 29.98 | 29.98 | 29.98 | 29.98 | NA | NA | … | … | 29.98 | 2.27 | 11.03 | 1.15 | 4.43 | 7.12 | 4.57 | 6.79 | 2.82 | 10.37 | 4.26 | 9.00 |
| Yield(%) | 29.96 | 42.70 | 16.77 | 12.31 | 8.21 | 7.21 | 5.41 | … | … | 32.07 | 14.86 | 6.20 | 3.52 | 2.43 | 3.47 | 3.20 | 1.99 | 3.01 | 7.69 | 6.27 | 5.52 |
Data as of 09/16/2020, Common starting date is 01/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLMX (ALLIANZGI RETIREMENT 2020 FUND ADMINISTRATIVE) |
0.08%
Feb 2013 – Feb 2016 |
2.12%
Feb 2011 – Feb 2016 |
4.20%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLMX (ALLIANZGI RETIREMENT 2020 FUND ADMINISTRATIVE) |
15.42%
Feb 2009 – Feb 2012 |
11.25%
Feb 2009 – Feb 2014 |
7.12%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart