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AllianzGI Best Styles U.S. Equity Fund Class R6 (ALSEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.770.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return8.60%
5-year average return0.00%
Number of years up3
Number of years down2
Best 1-yr total return (3 Feb 2019)28.36%
Worst 1-yr total return (3 Feb 2019)-5.59%
Best 3-yr total return28.36%
Worst 3-yr total return8.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnALSEXCategory
YTD-4.75%5.31%
1-month1.32%-4.19%
3-month20.65%3.90%
1-year4.71%20.31%
3-year9.06%6.48%
5-year9.24%11.78%
10-year0.00%10.96%
Last bull market0.00%25.56%
Last bear market0.00%-15.11%

Annual total return (%) history

Year
ALSEXCategory
2020
N/A15.83%
2019
28.36%28.78%
2018
-5.59%-6.27%
2017
24.07%20.44%
2016
9.85%10.37%
2015
-0.19%-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-21.05%20.65%N/AN/A
201912.36%3.92%0.50%9.39%
2018-0.70%3.40%6.90%-13.99%
20176.20%3.95%5.22%6.82%
20160.34%0.88%3.95%4.41%
20151.13%-0.20%-6.45%5.71%

Rank in category (by total return)

YTD53
1-month68
3-month42
1-year52
3-year49
5-year46

Load adjusted returns

1-year4.71%
3-year9.06%
5-year9.24%
10-yearN/A