Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWTAX (ALLIANZGI GLOBAL WATER FUND CLASS A) | NA | 0.05% | 5.60% | 2.14% | 7.14% | 7.21% | NA | … | … |
Data as of 03/13/2026, Common starting date is 04/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWTAX (ALLIANZGI GLOBAL WATER FUND CLASS A) | 04/02/2008 | 03/13/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.81 | 0.05 | 5.60 | 2.14 | 7.14 | 7.21 | NA | … | … | 0.63 | -3.97 | 23.81 | 21.55 | -7.99 | 16.09 | 26.81 | -35.60 |
| Sharpe Ratio | NA | -0.07 | 0.80 | 0.55 | NA | NA | NA | … | … | 0.20 | -0.37 | 2.17 | 1.47 | -0.31 | 0.81 | 1.08 | -1.07 |
| Standard Deviation(%) | NA | 11.24 | 12.39 | 17.61 | NA | NA | NA | … | … | 13.21 | 11.23 | 10.95 | 14.74 | 26.20 | 19.69 | 24.84 | 41.99 |
| Draw Down(%) | NA | 13.32 | 13.32 | 22.14 | NA | NA | NA | … | … | 3.79 | 13.32 | 9.22 | 8.73 | 22.14 | 15.88 | 26.09 | 48.78 |
| Yield(%) | 0.00 | 0.00 | 3.95 | 3.85 | 4.51 | 4.38 | 3.05 | … | … | 0.39 | 0.24 | 0.26 | 1.31 | 0.56 | 0.03 | 0.10 | 0.00 |
Data as of 03/13/2026, Common starting date is 04/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWTAX (ALLIANZGI GLOBAL WATER FUND CLASS A) |
-2.35%
Dec 2021 – Dec 2024 |
1.58%
May 2008 – May 2013 |
4.29%
May 2008 – May 2018 |
5.23%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWTAX (ALLIANZGI GLOBAL WATER FUND CLASS A) |
24.77%
Dec 2018 – Dec 2021 |
19.77%
Feb 2009 – Feb 2014 |
12.52%
Dec 2011 – Dec 2021 |
11.05%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart