Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGRAX (ALLIANZGI RETIREMENT INCOME FUND A) | NA | 0.99% | 3.01% | 5.13% | 4.13% | NA | NA | … | … |
Data as of 12/14/2020, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGRAX (ALLIANZGI RETIREMENT INCOME FUND A) | 01/09/2009 | 12/14/2020 |
| 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 (%) | -0.06 | 0.99 | 3.01 | 5.13 | 4.13 | NA | NA | … | … | -0.12 | 16.94 | -6.97 | 8.60 | 7.77 | -1.99 | 2.28 | 2.75 | 9.68 | 2.84 | 10.39 | 19.17 |
| Sharpe Ratio | NA | 0.05 | 0.18 | 0.49 | 0.52 | NA | NA | … | … | -0.02 | 3.69 | -1.58 | 2.68 | 1.61 | -0.43 | 0.70 | 0.69 | 3.12 | 0.40 | 2.16 | 3.29 |
| Standard Deviation(%) | NA | 18.10 | 11.17 | 8.99 | 7.15 | NA | NA | … | … | 18.50 | 4.21 | 5.26 | 2.99 | 4.67 | 4.67 | 3.23 | 3.92 | 3.11 | 7.04 | 4.78 | 5.95 |
| Draw Down(%) | NA | 28.88 | 28.88 | 28.88 | 28.88 | NA | NA | … | … | 28.88 | 1.74 | 9.26 | 1.47 | 3.85 | 6.57 | 3.83 | 6.30 | 1.83 | 7.40 | 3.26 | 6.14 |
| Yield(%) | 0.00 | 5.28 | 5.54 | 5.70 | 4.83 | 4.43 | 3.32 | … | … | 4.44 | 6.15 | 4.68 | 6.75 | 3.96 | 4.35 | 5.88 | 2.27 | 4.09 | 4.61 | 4.50 | 6.11 |
Data as of 12/14/2020, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGRAX (ALLIANZGI RETIREMENT INCOME FUND A) |
-2.45%
Mar 2017 – Mar 2020 |
0.05%
Mar 2015 – Mar 2020 |
2.67%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGRAX (ALLIANZGI RETIREMENT INCOME FUND A) |
13.69%
Feb 2009 – Feb 2012 |
10.02%
Feb 2009 – Feb 2014 |
6.28%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart