Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBVAX (ALLIANZGI RETIREMENT 2045 FUND CLASS A) | NA | 17.18% | 7.66% | 9.43% | NA | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 12/22/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBVAX (ALLIANZGI RETIREMENT 2045 FUND CLASS A) | 12/22/2011 | 09/16/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 17.18 | 7.66 | 9.43 | NA | NA | NA | … | … | -17.90 | 22.79 | -11.31 | 21.72 | 8.64 | -2.67 | 1.90 | 13.50 | 12.98 | -1.36 |
| Sharpe Ratio | NA | -0.32 | -0.12 | 0.13 | NA | NA | NA | … | … | -0.53 | 2.05 | -0.88 | 3.33 | 0.69 | -0.25 | 0.24 | 1.75 | 1.41 | NA |
| Standard Deviation(%) | NA | 38.82 | 24.62 | 20.18 | NA | NA | NA | … | … | 45.90 | 10.44 | 14.36 | 6.36 | 12.09 | 10.69 | 7.77 | 7.72 | 9.26 | NA |
| Draw Down(%) | NA | 31.70 | 31.70 | 31.70 | NA | NA | NA | … | … | 31.70 | 6.31 | 20.91 | 2.01 | 10.76 | 11.46 | 7.83 | 7.34 | 8.80 | NA |
| Yield(%) | 24.73 | 37.71 | 16.04 | 12.73 | 8.47 | 5.65 | 4.23 | … | … | 26.76 | 13.67 | 7.25 | 7.22 | 5.29 | 2.60 | 5.38 | 2.66 | 3.53 | 0.00 |
Data as of 09/16/2020, Common starting date is 12/22/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBVAX (ALLIANZGI RETIREMENT 2045 FUND CLASS A) |
0.05%
Mar 2017 – Mar 2020 |
1.99%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBVAX (ALLIANZGI RETIREMENT 2045 FUND CLASS A) |
11.85%
Sep 2015 – Sep 2018 |
9.25%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart