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LCGAX: AIM Large Cap Growth A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/19/2000 |
Last Dividend Date: | 12/20/2013 |
12-Mo. Yield | 0.64% |
Expenses | 1.25% |
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Performance Analytics (As of 11/20/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/19/2000 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -5.4 | -1.8 | 3.4 | 2.1 | -1.3 | -10.0 | 30.1 | -19.2 | 3.2 | 17.1 | 25.0 | -38.1 | 15.5 | 8.1 | 6.9 | 8.9 | 29.3 | -26.5 | -36.1 | 5.8 |
Sharpe Ratio | NA | -0.39 | -0.1 | 0.18 | 0.05 | -0.11 | -0.77 | 2.52 | -0.35 | 4.88 | 0.94 | 1.12 | -1.07 | 0.72 | 0.36 | 0.4 | 0.6 | 1.64 | -1.2 | -1.25 | 0.05 |
Draw Down(%) | NA | 11.6 | 27.1 | 27.9 | 50.3 | 67.5 | 11.6 | 7.4 | 27.1 | 2.9 | 15.1 | 20.1 | 47.3 | 10.7 | 13.4 | 8.2 | 11.3 | 9.1 | 30.4 | 48.7 | 32.1 |
Standard Deviation(%) | NA | 14.0 | 19.1 | 18.6 | 20.6 | 23.4 | 14.4 | 11.9 | 30.2 | 12.0 | 18.0 | 22.2 | 36.2 | 17.3 | 13.4 | 11.8 | 13.3 | 17.5 | 22.9 | 31.1 | 43.1 |
Treynor Ratio | NA | -0.22 | -0.21 | 0.08 | 0.01 | -0.03 | -0.53 | 0.31 | 0.3 | 0.58 | 0.19 | 0.28 | -0.41 | 0.12 | 0.05 | 0.05 | 0.09 | 0.33 | -0.41 | -0.47 | 0.02 |
Alpha | NA | -0.04 | -0.01 | -0.01 | -0.02 | 0.0 | -0.05 | -0.01 | -0.08 | 0.0 | 0.02 | -0.02 | -0.01 | 0.02 | 0.02 | -0.01 | 0.01 | 0.02 | -0.01 | -0.06 | 0.14 |
Beta | NA | 0.25 | 0.09 | 0.4 | 0.78 | 0.84 | 0.21 | 0.96 | -0.35 | 1.02 | 0.92 | 0.88 | 0.95 | 1.01 | 0.96 | 0.91 | 0.86 | 0.86 | 0.67 | 0.83 | 1.15 |
RSquared | NA | 0.06 | 0.01 | 0.14 | 0.62 | 0.73 | 0.04 | 0.95 | 0.08 | 0.88 | 0.95 | 0.95 | 0.96 | 0.92 | 0.86 | 0.83 | 0.89 | 0.9 | 0.86 | 0.9 | 0.87 |
Yield(%) | N/A | 4.1 | 1.9 | 1.2 | 0.6 | N/A | 0.0 | 4.9 | 0.7 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 614.3 | 2750.0 | N/A | N/A | N/A | -100.0 | 614.3 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2000
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