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 Strategic Asset Allocation – Optimal Moderate | NA | 24.58% | 3.10% | 6.86% | 5.15% | 6.69% | 6.43% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -0.85 | 24.58 | 3.10 | 6.86 | 5.15 | 6.69 | 6.43 | … | … | 0.40 | 8.32 | 12.90 | -12.30 | 13.37 | 10.97 | 13.63 | -7.02 | 6.99 | 6.22 | -0.74 | 2.82 | 17.68 | 14.96 | -1.07 | 11.97 | 27.18 | -25.23 | 8.04 | 15.74 | 8.28 | 13.56 | 24.21 | -4.70 | 1.60 |
| Sharpe Ratio | NA | 0.29 | -0.13 | 0.29 | 0.31 | NA | NA | … | … | 0.05 | 0.21 | 0.96 | -0.96 | 1.60 | 0.56 | 1.72 | -0.89 | 0.96 | 0.63 | -0.08 | 0.39 | 2.35 | 1.75 | -0.08 | 0.99 | 1.52 | -1.11 | 0.53 | 1.85 | 1.08 | 1.75 | 2.80 | -0.52 | -0.08 |
| Standard Deviation(%) | NA | 8.06 | 10.83 | 12.55 | 10.70 | NA | NA | … | … | 7.58 | 8.08 | 9.05 | 14.32 | 8.35 | 19.10 | 7.10 | 9.36 | 6.60 | 9.56 | 9.37 | 7.12 | 7.52 | 8.53 | 14.29 | 12.02 | 17.78 | 23.53 | 9.47 | 6.74 | 5.69 | 7.19 | 8.39 | 11.16 | 9.22 |
| Draw Down(%) | NA | 6.04 | 20.33 | 24.26 | 24.26 | NA | NA | … | … | 0.61 | 6.04 | 8.55 | 20.33 | 4.36 | 24.26 | 3.78 | 13.72 | 6.97 | 9.29 | 9.04 | 6.10 | 5.75 | 7.12 | 14.15 | 9.76 | 19.41 | 36.43 | 6.15 | 6.41 | 3.59 | 5.89 | 7.89 | 15.94 | 11.92 |
| Yield(%) | NA | 4.70 | 5.28 | 4.88 | 4.35 | NA | NA | … | … | NA | 1.26 | 4.30 | 5.89 | 4.51 | 5.10 | 3.02 | 5.19 | 0.84 | 3.98 | 5.60 | 3.85 | 2.62 | 4.15 | 2.80 | 4.09 | 3.89 | 5.06 | 5.99 | 5.15 | 4.49 | 3.84 | 3.31 | 3.51 | 5.74 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.47%
Feb 2006 – Feb 2009 |
-0.54%
Feb 2004 – Feb 2009 |
3.41%
Oct 2013 – Oct 2023 |
3.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLIANZ ASSET ACCUMULATION PLAN Strategic Asset Allocation – Optimal Moderate |
20.15%
Feb 2009 – Feb 2012 |
17.26%
Feb 2009 – Feb 2014 |
9.63%
Feb 2009 – Feb 2019 |
8.68%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart