Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGLAX (ALLIANZGI RETIREMENT 2020 FUND A) | NA | 11.96% | 5.85% | 6.84% | 5.42% | NA | NA | … | … |
Data as of 09/16/2020, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGLAX (ALLIANZGI RETIREMENT 2020 FUND A) | 01/09/2009 | 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 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 11.96 | 5.85 | 6.84 | 5.42 | NA | NA | … | … | -25.13 | 14.78 | -6.67 | 13.24 | 6.94 | -2.30 | 1.98 | 3.93 | 10.57 | 1.06 | 11.42 | 21.74 |
| Sharpe Ratio | NA | -0.60 | -0.32 | -0.08 | 0.10 | NA | NA | … | … | -0.76 | 2.83 | -1.15 | 3.44 | 1.25 | -0.42 | 0.51 | 0.88 | 2.71 | 0.11 | 1.48 | 2.73 |
| Standard Deviation(%) | NA | 37.57 | 22.25 | 17.52 | 13.15 | NA | NA | … | … | 44.59 | 4.72 | 6.94 | 3.68 | 5.38 | 5.56 | 3.84 | 4.45 | 3.92 | 9.66 | 7.63 | 8.14 |
| Draw Down(%) | NA | 30.43 | 30.43 | 30.43 | 30.43 | NA | NA | … | … | 30.43 | 2.22 | 11.06 | 1.20 | 4.44 | 7.17 | 4.55 | 6.82 | 2.83 | 10.36 | 4.27 | 8.70 |
| Yield(%) | 30.39 | 43.76 | 17.05 | 12.48 | 8.29 | 7.19 | 5.39 | … | … | 32.52 | 15.92 | 5.91 | 3.47 | 2.63 | 3.20 | 3.25 | 2.04 | 3.02 | 7.75 | 6.39 | 5.60 |
Data as of 09/16/2020, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLAX (ALLIANZGI RETIREMENT 2020 FUND A) |
0.03%
Feb 2013 – Feb 2016 |
2.08%
Feb 2011 – Feb 2016 |
4.17%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLAX (ALLIANZGI RETIREMENT 2020 FUND A) |
15.35%
Feb 2009 – Feb 2012 |
11.21%
Feb 2009 – Feb 2014 |
7.08%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart