Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBVIX (ALLIANZGI RETIREMENT 2045 FUND R6) | NA | 17.72% | 8.10% | 9.88% | 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 |
|---|---|---|
| GBVIX (ALLIANZGI RETIREMENT 2045 FUND R6) | 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 (%) | 0.03 | 17.72 | 8.10 | 9.88 | NA | NA | NA | … | … | -18.75 | 23.32 | -10.95 | 22.14 | 9.18 | -2.23 | 2.27 | 14.03 | 13.33 | -1.36 |
| Sharpe Ratio | NA | -0.33 | -0.12 | 0.13 | NA | NA | NA | … | … | -0.55 | 2.09 | -0.85 | 3.41 | 0.74 | -0.21 | 0.29 | 1.81 | 1.44 | NA |
| Standard Deviation(%) | NA | 39.80 | 25.14 | 20.56 | NA | NA | NA | … | … | 47.05 | 10.47 | 14.39 | 6.33 | 12.09 | 10.67 | 7.78 | 7.72 | 9.27 | NA |
| Draw Down(%) | NA | 31.70 | 31.70 | 31.70 | NA | NA | NA | … | … | 31.70 | 6.25 | 20.60 | 1.95 | 10.69 | 11.35 | 7.76 | 7.30 | 8.67 | NA |
| Yield(%) | 25.76 | 39.16 | 16.79 | 13.46 | 9.02 | 6.01 | 4.51 | … | … | 27.95 | 14.13 | 7.99 | 7.63 | 6.16 | 3.13 | 5.67 | 2.81 | 3.56 | 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 |
|---|---|---|---|---|
| GBVIX (ALLIANZGI RETIREMENT 2045 FUND R6) |
0.46%
Mar 2017 – Mar 2020 |
2.44%
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 |
|---|---|---|---|---|
| GBVIX (ALLIANZGI RETIREMENT 2045 FUND R6) |
12.33%
Sep 2015 – Sep 2018 |
9.71%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart