Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XNCVX (AllianzGI Convertible & Income Fd) | 15.88% | 37.01% | 127.32% | 76.30% | 24.83% | 14.89% | 8.58% | … | … |
Data as of 06/08/2026, Common starting date is 05/23/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNCVX (AllianzGI Convertible & Income Fd) | 05/23/2003 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.32 | 37.01 | 127.32 | 76.30 | 24.83 | 14.89 | 8.58 | … | … | 15.88 | 404.75 | 53.23 | 61.86 | -1.03 | 35.99 | -59.66 | 22.43 | -12.21 | 2.76 | 8.17 | -25.27 | 0.61 | 22.78 | 8.75 | -15.15 | 4.49 | 61.41 | -59.71 | -6.48 | 1.03 | -10.60 | -2.05 | 13.19 |
| Sharpe Ratio | NA | 2.78 | 0.91 | 0.69 | 0.27 | NA | NA | … | … | 2.90 | 2.89 | 3.27 | 0.30 | -0.10 | 2.45 | -0.42 | 3.14 | -1.81 | 0.36 | 0.66 | -2.80 | 0.10 | 3.52 | 1.06 | -1.06 | 0.46 | 3.37 | -2.12 | -0.93 | -0.42 | -1.61 | -0.34 | 2.51 |
| Standard Deviation(%) | NA | 14.77 | 139.72 | 108.92 | 89.39 | NA | NA | … | … | 17.73 | 140.23 | 15.18 | 197.44 | 25.09 | 14.68 | 142.11 | 6.67 | 7.55 | 5.85 | 12.03 | 9.03 | 6.05 | 6.47 | 8.30 | 14.26 | 9.65 | 18.19 | 28.56 | 10.37 | 5.65 | 7.99 | 9.03 | 8.77 |
| Draw Down(%) | NA | 8.41 | 74.86 | 74.86 | 84.48 | NA | NA | … | … | 8.41 | 14.30 | 6.04 | 74.86 | 22.30 | 8.64 | 84.48 | 3.32 | 16.51 | 6.09 | 17.31 | 28.30 | 8.58 | 6.77 | 9.58 | 27.16 | 11.25 | 25.59 | 66.93 | 12.05 | 5.34 | 13.26 | 10.69 | 5.43 |
| Yield(%) | 0.00 | 10.72 | 98.91 | 49.33 | 9.63 | 5.96 | 2.89 | … | … | 3.94 | 159.38 | 42.72 | 45.50 | 33.17 | 32.90 | 9.02 | 11.26 | 10.69 | 3.82 | 0.00 | 1.07 | 10.62 | 11.51 | 1.13 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 05/23/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNCVX (AllianzGI Convertible & Income Fd) |
-40.60%
Mar 2017 – Mar 2020 |
-29.87%
Mar 2015 – Mar 2020 |
-15.11%
Mar 2010 – Mar 2020 |
-13.34%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNCVX (AllianzGI Convertible & Income Fd) |
142.99%
Sep 2022 – Sep 2025 |
95.36%
Mar 2020 – Mar 2025 |
25.53%
Feb 2016 – Feb 2026 |
14.84%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart