Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALLIANZ ASSET ACCUMULATION PLAN Tactical Asset Allocation Moderate | NA | 20.42% | 3.96% | 8.46% | 7.43% | 8.60% | 9.56% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALLIANZ ASSET ACCUMULATION PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.30 | 20.42 | 3.96 | 8.46 | 7.43 | 8.60 | 9.56 | … | … | 0.60 | 8.04 | 16.54 | -12.25 | 14.28 | 12.59 | 19.33 | -5.25 | 14.69 | 9.51 | -1.39 | 6.80 | 17.97 | 17.03 | 0.21 | 11.33 | 20.68 | 2.92 | 8.74 | 17.99 | 9.29 | 16.46 | 13.41 | -3.17 | 2.33 |
| Sharpe Ratio | NA | 0.30 | 0.05 | 0.36 | 0.51 | NA | NA | … | … | 0.06 | 0.17 | 1.47 | -0.99 | 1.61 | 0.61 | 2.78 | -0.63 | 3.19 | 1.00 | -0.15 | 0.88 | 2.46 | 2.00 | 0.01 | 1.11 | 2.04 | 0.33 | 0.57 | 2.10 | 1.23 | 2.02 | 1.81 | -0.68 | 0.00 |
| Standard Deviation(%) | NA | 8.74 | 10.61 | 12.91 | 10.83 | NA | NA | … | … | 8.99 | 8.78 | 8.33 | 13.82 | 8.86 | 20.38 | 6.46 | 10.35 | 4.41 | 9.31 | 9.39 | 7.73 | 7.28 | 8.50 | 14.17 | 10.13 | 10.07 | 5.96 | 10.08 | 7.02 | 5.77 | 7.68 | 7.04 | 6.32 | 6.59 |
| Draw Down(%) | NA | 6.32 | 16.39 | 23.66 | 23.66 | NA | NA | … | … | 0.73 | 6.30 | 6.17 | 18.33 | 3.45 | 23.66 | 3.37 | 13.12 | 1.76 | 8.22 | 9.62 | 5.23 | 5.02 | 6.00 | 13.92 | 8.25 | 4.59 | 5.01 | 6.70 | 6.96 | 3.73 | 6.26 | 5.64 | 8.46 | 7.90 |
| Yield(%) | NA | 7.27 | 6.95 | 6.88 | 6.64 | NA | NA | … | … | NA | 1.83 | 7.05 | 6.82 | 6.45 | 5.92 | 8.70 | 5.84 | 9.29 | 4.85 | 6.51 | 5.96 | 1.94 | 3.87 | 2.83 | 4.15 | 5.57 | 9.12 | 5.73 | 4.62 | 3.91 | 4.15 | 3.57 | 5.12 | 7.72 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLIANZ ASSET ACCUMULATION PLAN Tactical Asset Allocation Moderate |
2.87%
Apr 2021 – Apr 2024 |
3.76%
Mar 2015 – Mar 2020 |
6.29%
Oct 2013 – Oct 2023 |
7.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLIANZ ASSET ACCUMULATION PLAN Tactical Asset Allocation Moderate |
16.30%
Apr 2003 – Apr 2006 |
14.13%
Feb 2003 – Feb 2008 |
12.57%
Sep 2003 – Sep 2013 |
11.21%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart