Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AZBIX (ALLIANZGI SMALL-CAP BLEND FUND INSTITUTIONAL CLASS) | 14.83% | 28.90% | 16.29% | 7.47% | 11.54% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AZBIX (ALLIANZGI SMALL-CAP BLEND FUND INSTITUTIONAL CLASS) | 07/03/2013 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.01 | 28.90 | 16.29 | 7.47 | 11.54 | NA | NA | … | … | 14.83 | 8.49 | 19.06 | 14.09 | -18.04 | 18.92 | 16.98 | 24.35 | -9.25 | 21.22 | 15.46 | -1.04 | 2.53 | 20.70 |
| Sharpe Ratio | NA | 1.62 | 0.80 | 0.26 | 0.48 | NA | NA | … | … | 1.93 | 0.28 | 0.92 | 0.66 | -0.81 | 0.92 | 0.43 | 1.60 | -0.60 | 1.79 | 0.94 | -0.07 | 0.17 | 3.38 |
| Standard Deviation(%) | NA | 16.98 | 17.76 | 19.19 | 20.86 | NA | NA | … | … | 18.59 | 19.88 | 16.71 | 15.90 | 24.27 | 20.63 | 38.53 | 14.33 | 17.66 | 11.55 | 16.28 | 15.60 | 15.06 | 13.62 |
| Draw Down(%) | NA | 9.33 | 23.87 | 29.85 | 40.80 | NA | NA | … | … | 8.46 | 21.94 | 7.72 | 12.87 | 27.33 | 9.56 | 40.80 | 7.55 | 25.89 | 3.57 | 14.28 | 12.10 | 12.81 | 4.28 |
| Yield(%) | 0.00 | 5.25 | 6.72 | 6.25 | 7.91 | 6.75 | 5.06 | … | … | 0.00 | 5.07 | 11.72 | 2.59 | 3.71 | 14.58 | 0.53 | 0.68 | 7.91 | 14.65 | 0.04 | 3.45 | 5.31 | 1.21 |
Data as of 06/10/2026, Common starting date is 07/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZBIX (ALLIANZGI SMALL-CAP BLEND FUND INSTITUTIONAL CLASS) |
-1.98%
Mar 2017 – Mar 2020 |
1.20%
Mar 2015 – Mar 2020 |
6.79%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZBIX (ALLIANZGI SMALL-CAP BLEND FUND INSTITUTIONAL CLASS) |
20.04%
Dec 2018 – Dec 2021 |
17.14%
Feb 2016 – Feb 2021 |
11.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart