Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGRPX (ALLIANZGI RETIREMENT INCOME FUND P) | NA | 1.26% | 3.30% | 5.64% | 4.54% | NA | NA | … | … |
Data as of 12/14/2020, Common starting date is 01/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGRPX (ALLIANZGI RETIREMENT INCOME FUND P) | 01/02/2009 | 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 (%) | 0.00 | 1.26 | 3.30 | 5.64 | 4.54 | NA | NA | … | … | 0.13 | 17.27 | -6.68 | 10.04 | 8.09 | -1.74 | 2.61 | 3.04 | 10.13 | 3.04 | 10.43 | 21.61 |
| Sharpe Ratio | NA | 0.07 | 0.20 | 0.54 | 0.58 | NA | NA | … | … | -0.01 | 3.79 | -1.55 | 3.27 | 1.69 | -0.38 | 0.81 | 0.77 | 3.23 | 0.43 | 2.17 | 3.64 |
| Standard Deviation(%) | NA | 18.10 | 11.15 | 8.97 | 7.14 | NA | NA | … | … | 18.49 | 4.17 | 5.21 | 2.88 | 4.65 | 4.69 | 3.21 | 3.93 | 3.14 | 7.01 | 4.77 | 5.94 |
| Draw Down(%) | NA | 28.88 | 28.88 | 28.88 | 28.88 | NA | NA | … | … | 28.88 | 1.72 | 8.99 | 1.40 | 3.81 | 6.46 | 3.75 | 6.26 | 1.81 | 7.34 | 3.23 | 6.14 |
| Yield(%) | 0.00 | 5.14 | 5.64 | 5.94 | 4.98 | 4.68 | 3.51 | … | … | 4.63 | 5.96 | 4.91 | 6.99 | 4.30 | 4.95 | 6.12 | 2.51 | 4.41 | 3.06 | 5.46 | 6.19 |
Data as of 12/14/2020, 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 |
|---|---|---|---|---|
| AGRPX (ALLIANZGI RETIREMENT INCOME FUND P) |
-1.83%
Mar 2017 – Mar 2020 |
0.55%
Mar 2015 – Mar 2020 |
3.06%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGRPX (ALLIANZGI RETIREMENT INCOME FUND P) |
13.89%
Feb 2009 – Feb 2012 |
10.29%
Feb 2009 – Feb 2014 |
6.68%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart