Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) | 8.98% | 18.49% | 13.16% | 3.84% | 6.08% | 5.85% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) | 03/01/2007 | 06/05/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 18.49 | 13.16 | 3.84 | 6.08 | 5.85 | NA | … | … | 8.98 | 10.77 | 10.19 | 17.11 | -24.84 | 4.67 | 15.09 | 18.21 | -5.41 | 7.84 | 8.79 | -2.72 | 3.95 | 17.92 | 11.44 | -2.28 | 15.24 | 47.29 | -34.40 | 8.61 |
| Sharpe Ratio | NA | 1.85 | 1.16 | 0.11 | 0.38 | NA | NA | … | … | 1.76 | 0.81 | 0.89 | 1.52 | -1.60 | 0.44 | 0.71 | 2.03 | -0.67 | 1.46 | 1.01 | -0.31 | 0.53 | 2.61 | 1.44 | -0.16 | 1.40 | 3.10 | -1.72 | 0.77 |
| Standard Deviation(%) | NA | 8.59 | 8.83 | 10.89 | 11.52 | NA | NA | … | … | 10.72 | 9.83 | 7.36 | 8.92 | 16.42 | 10.49 | 20.95 | 8.24 | 10.23 | 4.94 | 8.53 | 8.80 | 7.37 | 6.86 | 7.96 | 14.05 | 10.82 | 15.20 | 20.51 | 9.51 |
| Draw Down(%) | NA | 6.21 | 10.78 | 28.33 | 28.33 | NA | NA | … | … | 6.21 | 10.78 | 4.86 | 7.59 | 26.52 | 7.08 | 27.12 | 5.06 | 14.03 | 2.74 | 9.26 | 9.38 | 6.80 | 5.35 | 7.45 | 16.27 | 9.63 | 12.75 | 41.93 | 6.90 |
| Yield(%) | 0.00 | 7.51 | 8.26 | 4.83 | 5.57 | 5.87 | 5.22 | … | … | 2.61 | 8.05 | 8.28 | 8.24 | 1.72 | 0.94 | 1.71 | 7.95 | 7.46 | 5.39 | 9.52 | 9.00 | 8.43 | 8.88 | 9.10 | 8.25 | 8.04 | 11.38 | 9.06 | 6.64 |
Data as of 06/05/2026, Common starting date is 03/01/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) |
-3.26%
Dec 2019 – Dec 2022 |
0.25%
Dec 2017 – Dec 2022 |
2.68%
Oct 2013 – Oct 2023 |
3.57%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) |
22.82%
Feb 2009 – Feb 2012 |
18.21%
Feb 2009 – Feb 2014 |
10.71%
Feb 2009 – Feb 2019 |
8.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart