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CSTYX: Invesco Constellation Y (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/10/2008 |
Last Dividend Date: | 04/30/2010 |
12-Mo. Yield | 0.00% |
Expenses | 1.04% |
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Performance Analytics (As of 09/13/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 10/10/2008 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | 19.4 | 13.8 | 12.7 | 22.5 | 12.5 | -8.0 | 15.4 | 20.9 | 1.9 |
Sharpe Ratio | NA | 1.53 | 0.73 | 0.56 | 2.71 | 0.84 | -0.31 | 0.85 | 1.07 | 0.14 |
Draw Down(%) | NA | 9.3 | 22.8 | 26.5 | 7.0 | 13.7 | 22.8 | 16.5 | 20.7 | 21.9 |
Standard Deviation(%) | NA | 12.7 | 19.0 | 22.8 | 12.4 | 15.0 | 26.3 | 18.1 | 19.4 | 61.5 |
Treynor Ratio | NA | 0.2 | 0.14 | 0.14 | 0.35 | 0.12 | -0.08 | 0.16 | 0.27 | 0.09 |
Alpha | NA | -0.01 | -0.03 | -0.02 | 0.01 | -0.02 | -0.03 | 0.02 | -0.02 | 0.1 |
Beta | NA | 0.99 | 0.99 | 0.93 | 0.97 | 1.01 | 0.98 | 0.93 | 0.76 | 0.99 |
RSquared | NA | 0.95 | 0.97 | 0.95 | 0.95 | 0.96 | 0.98 | 0.98 | 0.92 | 0.95 |
Yield(%) | N/A | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/10/2008
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