Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBVRX (ALLIANZGI RETIREMENT 2045 FUND CLASS R) | NA | 16.77% | 7.29% | 9.05% | 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 |
|---|---|---|
| GBVRX (ALLIANZGI RETIREMENT 2045 FUND CLASS R) | 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 (%) | -0.01 | 16.77 | 7.29 | 9.05 | NA | NA | NA | … | … | -18.89 | 22.45 | -11.62 | 21.19 | 8.29 | -2.97 | 1.51 | 13.17 | 12.53 | -1.36 |
| Sharpe Ratio | NA | -0.34 | -0.15 | 0.10 | NA | NA | NA | … | … | -0.55 | 2.01 | -0.90 | 3.25 | 0.66 | -0.28 | 0.19 | 1.69 | 1.36 | NA |
| Standard Deviation(%) | NA | 39.50 | 24.99 | 20.45 | NA | NA | NA | … | … | 46.70 | 10.48 | 14.41 | 6.35 | 12.10 | 10.67 | 7.73 | 7.78 | 9.26 | NA |
| Draw Down(%) | NA | 31.78 | 31.78 | 31.78 | NA | NA | NA | … | … | 31.78 | 6.34 | 21.17 | 1.98 | 10.79 | 11.59 | 7.95 | 7.42 | 8.81 | NA |
| Yield(%) | 25.45 | 38.09 | 15.99 | 12.62 | 8.26 | 5.51 | 4.13 | … | … | 27.46 | 13.22 | 7.24 | 6.70 | 5.47 | 2.47 | 5.05 | 2.14 | 3.36 | 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 |
|---|---|---|---|---|
| GBVRX (ALLIANZGI RETIREMENT 2045 FUND CLASS R) |
-0.31%
Mar 2017 – Mar 2020 |
1.64%
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 |
|---|---|---|---|---|
| GBVRX (ALLIANZGI RETIREMENT 2045 FUND CLASS R) |
11.48%
Sep 2015 – Sep 2018 |
8.90%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart