Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGSPX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND CLASS P) | NA | -21.29% | -26.11% | -16.19% | -5.68% | NA | NA | … | … |
Data as of 10/04/2022, Common starting date is 05/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGSPX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND CLASS P) | 05/06/2009 | 10/04/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.29 | -26.11 | -16.19 | -5.68 | NA | NA | … | … | -23.03 | -62.14 | 15.34 | 16.79 | -9.56 | 17.02 | 2.44 | -1.98 | 0.53 | 16.03 | 14.05 | -5.75 | 17.16 | 26.91 |
| Sharpe Ratio | NA | -0.97 | -0.46 | -0.37 | -0.19 | NA | NA | … | … | -2.00 | -0.64 | 0.91 | 2.21 | -1.16 | 3.44 | 0.30 | -0.25 | 0.06 | 1.82 | 1.33 | -0.26 | 1.09 | 2.81 |
| Standard Deviation(%) | NA | 22.78 | 58.22 | 45.38 | 32.56 | NA | NA | … | … | 15.12 | 97.76 | 16.55 | 6.97 | 9.35 | 4.79 | 7.48 | 8.11 | 8.25 | 8.80 | 10.65 | 22.41 | 15.62 | 15.47 |
| Draw Down(%) | NA | 32.45 | 68.12 | 68.12 | 68.12 | NA | NA | … | … | 23.44 | 63.21 | 23.75 | 4.45 | 15.09 | 1.44 | 5.17 | 8.62 | 8.82 | 8.32 | 9.90 | 23.04 | 11.78 | 6.29 |
| Yield(%) | 0.00 | 13.25 | 16.43 | 11.01 | 8.70 | 9.20 | 6.90 | … | … | 0.00 | 14.90 | 29.92 | 7.48 | 4.33 | 5.72 | 0.59 | 2.61 | 13.87 | 16.06 | 5.01 | 4.08 | 6.97 | 3.07 |
Data as of 10/04/2022, 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 |
|---|---|---|---|---|
| AGSPX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND CLASS P) |
-26.34%
Jul 2019 – Jul 2022 |
-16.10%
Sep 2017 – Sep 2022 |
-5.61%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGSPX (ALLIANZGI GLOBAL DYNAMIC ALLOCATION FUND CLASS P) |
13.78%
Sep 2011 – Sep 2014 |
13.66%
Jun 2009 – Jun 2014 |
7.91%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart