Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AZBPX (ALLIANZGI SMALL-CAP BLEND FUND CLASS P) | NA | 17.63% | 1.85% | 8.55% | 8.70% | NA | NA | … | … |
Data as of 05/22/2024, Common starting date is 07/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AZBPX (ALLIANZGI SMALL-CAP BLEND FUND CLASS P) | 07/03/2013 | 05/22/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.63 | 1.85 | 8.55 | 8.70 | NA | NA | … | … | 7.10 | 13.96 | -18.10 | 18.77 | 16.90 | 24.23 | -9.35 | 21.03 | 15.39 | -1.12 | 2.42 | 20.64 |
| Sharpe Ratio | NA | 0.92 | -0.01 | 0.29 | 0.38 | NA | NA | … | … | 1.06 | 0.61 | -0.81 | 0.91 | 0.43 | 1.60 | -0.61 | 1.77 | 0.93 | -0.07 | 0.16 | 3.38 |
| Standard Deviation(%) | NA | 14.95 | 19.24 | 24.27 | 20.28 | NA | NA | … | … | 14.47 | 15.95 | 24.28 | 20.58 | 38.56 | 14.31 | 17.67 | 11.60 | 16.29 | 15.60 | 15.01 | 13.58 |
| Draw Down(%) | NA | 12.91 | 29.93 | 40.79 | 40.79 | NA | NA | … | … | 7.10 | 12.91 | 27.38 | 9.56 | 40.79 | 7.51 | 25.91 | 3.60 | 14.27 | 12.11 | 12.82 | 4.28 |
| Yield(%) | 0.00 | 2.38 | 5.91 | 5.18 | 6.41 | 4.98 | 3.73 | … | … | 0.00 | 2.49 | 3.54 | 14.37 | 0.40 | 0.60 | 7.96 | 14.71 | 0.04 | 3.72 | 5.21 | 1.16 |
Data as of 05/22/2024, 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 |
|---|---|---|---|---|
| AZBPX (ALLIANZGI SMALL-CAP BLEND FUND CLASS P) |
-2.07%
Mar 2017 – Mar 2020 |
1.11%
Mar 2015 – Mar 2020 |
6.69%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZBPX (ALLIANZGI SMALL-CAP BLEND FUND CLASS P) |
19.93%
Dec 2018 – Dec 2021 |
17.02%
Feb 2016 – Feb 2021 |
8.63%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart