Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANCMX (ALLIANZGI CONVERTIBLE FUND CLASS P) | NA | 8.32% | -1.65% | 10.51% | 8.94% | NA | NA | … | … |
Data as of 05/21/2024, Common starting date is 06/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANCMX (ALLIANZGI CONVERTIBLE FUND CLASS P) | 06/09/2010 | 05/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.32 | -1.65 | 10.51 | 8.94 | NA | NA | … | … | 2.03 | 8.37 | -18.64 | 4.96 | 56.00 | 26.43 | 2.73 | 15.19 | 5.24 | -1.57 | 6.58 | 25.48 | 11.79 | -2.37 | 23.04 |
| Sharpe Ratio | NA | 0.56 | -0.32 | 0.57 | 0.60 | NA | NA | … | … | 0.17 | 0.46 | -1.21 | 0.30 | 2.49 | 2.58 | 0.11 | 2.23 | 0.50 | -0.16 | 0.62 | 2.86 | 1.18 | -0.14 | 3.60 |
| Standard Deviation(%) | NA | 8.93 | 12.61 | 15.55 | 13.09 | NA | NA | … | … | 9.34 | 9.04 | 16.59 | 16.33 | 22.27 | 9.71 | 12.66 | 6.55 | 10.04 | 10.00 | 10.53 | 8.91 | 10.01 | 16.59 | 12.24 |
| Draw Down(%) | NA | 10.34 | 26.85 | 27.36 | 27.36 | NA | NA | … | … | 5.14 | 10.34 | 22.31 | 13.99 | 25.76 | 4.69 | 13.87 | 2.73 | 11.36 | 11.28 | 9.38 | 6.16 | 9.78 | 19.08 | 6.68 |
| Yield(%) | 0.00 | 2.79 | 7.17 | 9.89 | 9.11 | 10.28 | 7.71 | … | … | 0.39 | 2.77 | 1.27 | 18.32 | 10.17 | 6.33 | 16.25 | 22.80 | 2.39 | 9.34 | 9.67 | 4.28 | 2.24 | 8.00 | 1.82 |
Data as of 05/21/2024, Common starting date is 06/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANCMX (ALLIANZGI CONVERTIBLE FUND CLASS P) |
-4.36%
Feb 2021 – Feb 2024 |
4.74%
Feb 2011 – Feb 2016 |
8.33%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANCMX (ALLIANZGI CONVERTIBLE FUND CLASS P) |
27.90%
Feb 2018 – Feb 2021 |
22.83%
Feb 2016 – Feb 2021 |
15.10%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart