Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GVSAX (ALLIANZGI RETIREMENT 2025 FUND CLASS A) | NA | 11.84% | 5.84% | 7.31% | 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 |
|---|---|---|
| GVSAX (ALLIANZGI RETIREMENT 2025 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 | 11.84 | 5.84 | 7.31 | NA | NA | NA | … | … | -24.92 | 16.45 | -7.75 | 15.81 | 7.64 | -1.96 | 1.99 | 4.75 | 10.79 | -0.86 |
| Sharpe Ratio | NA | -0.58 | -0.30 | -0.04 | NA | NA | NA | … | … | -0.76 | 2.47 | -1.02 | 3.36 | 1.16 | -0.31 | 0.45 | 0.97 | 2.39 | NA |
| Standard Deviation(%) | NA | 37.05 | 22.30 | 17.68 | NA | NA | NA | … | … | 43.92 | 6.10 | 8.92 | 4.54 | 6.38 | 6.33 | 4.37 | 4.88 | 4.53 | NA |
| Draw Down(%) | NA | 29.49 | 29.49 | 29.49 | NA | NA | NA | … | … | 29.49 | 3.39 | 13.58 | 1.27 | 5.54 | 7.72 | 5.00 | 6.95 | 3.50 | NA |
| Yield(%) | 29.43 | 44.51 | 17.62 | 13.09 | 7.82 | 5.21 | 3.91 | … | … | 31.10 | 18.68 | 6.40 | 5.00 | 2.11 | 3.08 | 3.01 | 1.97 | 2.87 | 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 |
|---|---|---|---|---|
| GVSAX (ALLIANZGI RETIREMENT 2025 FUND CLASS A) |
0.14%
Feb 2013 – Feb 2016 |
2.78%
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 |
|---|---|---|---|---|
| GVSAX (ALLIANZGI RETIREMENT 2025 FUND CLASS A) |
8.58%
Sep 2015 – Sep 2018 |
7.16%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart