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AllianzGI Global Allocation C (PALCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.56+0.12 (+1.15%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.38%
5-year average return4.35%
Number of years up18
Number of years down7
Best 1-yr total return (2 May 2024)26.94%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return26.94%
Worst 3-yr total return0.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPALCXCategory
YTD-1.52%8.60%
1-month-4.25%0.11%
3-month-0.38%4.82%
1-year2.29%25.33%
3-year-0.90%8.02%
5-year3.95%8.06%
10-year3.32%6.03%
Last bull market15.83%13.54%
Last bear market-10.14%-13.20%

Annual total return (%) history

Year
PALCXCategory
2024
N/AN/A
2023
10.87%N/A
2022
-16.22%N/A
2021
10.01%N/A
2020
13.04%6.18%
2019
17.11%16.10%
2018
-9.50%-8.26%
2017
16.07%14.79%
2016
2.63%6.04%
2015
-2.48%-4.15%
2014
1.03%1.54%
2013
10.39%10.07%
2012
11.68%10.74%
2011
-4.18%-3.99%
2010
13.78%10.58%
2009
26.94%24.37%
2008
-27.64%-28.98%
2007
6.29%11.39%
2006
10.84%16.61%
2005
5.30%6.56%
2004
9.56%15.24%
2003
23.35%25.32%
2002
-11.32%-2.16%
2001
-4.53%-3.23%
2000
3.64%0.23%
1999
11.13%21.83%
1998
N/A9.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.85%N/AN/AN/A
20235.49%1.87%-5.59%9.28%
2022-6.95%-10.14%-6.36%7.00%
20210.79%5.10%-0.59%4.47%
2020-12.64%12.99%5.52%8.53%
20197.88%3.09%0.35%4.92%
2018-1.67%-1.81%2.28%-8.35%
20174.85%3.18%3.96%3.19%
20161.16%0.82%1.89%-1.24%
20152.63%-0.89%-5.76%1.74%
20141.45%3.38%-2.48%-1.21%
20134.41%-2.33%4.23%3.85%
20126.92%-2.12%4.96%1.67%
20114.15%-0.04%-13.45%6.34%
20102.76%-5.62%10.07%6.59%
2009-6.28%14.62%12.96%4.60%
2008-6.65%-0.62%-10.59%-12.77%
20071.55%3.40%2.63%-1.37%
20064.19%-2.06%3.11%5.34%
2005-2.24%1.58%4.00%1.95%
20043.25%-0.51%-1.14%7.88%
2003-2.48%12.64%3.14%8.88%
20021.43%-6.21%-11.79%5.69%
2001-6.73%2.54%-6.89%7.21%
20004.03%-2.06%2.63%-0.89%
1999-0.86%5.34%-2.59%9.24%
19989.94%N/AN/AN/A

Rank in category (by total return)

YTD94
1-month97
3-month95
1-year87
3-year79
5-year63

Load adjusted returns

1-year1.29%
3-year-0.90%
5-year3.95%
10-year3.32%