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AllianzGI Retirement 2030 Fund Class R (ABLRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.760.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return Rating★
Year-to-Date Return5.43%
5-Year Average Return4.07%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)29.86%
Worst 1 Yr Total Return (Feb 3, 2019)-9.28%
Best 3-Yr Total Return29.86%
Worst 3-Yr Total Return1.85%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnABLRXCategory
YTD-1.81%7.97%
1-Month1.65%0.98%
3-Month13.76%5.18%
1-Year3.41%25.53%
3-Year4.45%11.28%
5-Year5.12%10.98%
10-Year5.88%8.54%
Last Bull Market13.61%17.21%
Last Bear Market-13.99%-15.52%

Annual Total Return (%) History

Year
ABLRXCategory
2020
N/A12.99%
2019
17.83%20.07%
2018
-9.28%-6.25%
2017
17.70%16.57%
2016
7.42%7.33%
2015
-2.39%-1.79%
2014
0.98%5.04%
2013
7.19%16.65%
2012
11.28%13.59%
2011
-2.03%-2.26%
2010
13.18%13.47%
2009
29.86%28.87%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-13.68%13.76%N/AN/A
20198.36%3.24%-1.00%6.38%
2018-1.67%-0.64%3.46%-10.26%
20174.97%3.28%4.49%3.90%
20161.22%2.05%3.66%0.31%
20151.87%-0.94%-5.39%2.24%
20141.52%3.27%-2.28%-1.42%
20133.65%-3.57%3.51%3.61%
20126.27%-1.36%4.89%1.22%
20114.01%0.33%-11.87%6.52%
20102.47%-4.66%9.52%5.79%
2009-3.97%14.33%13.07%4.60%

Rank In Category (By Total Return)

YTD27
1-Month85
3-Month57
1-Year60
3-Year93
5-Year84

Load Adjusted Returns

1-Year3.41%
3-Year4.45%
5-Year5.12%
10-Year5.88%