Find A Portfolio/Ticker
Comparison Box
AAGSX: AARP Aggressive (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/28/2007 |
Last Dividend Date: | 06/29/2010 |
12-Mo. Yield | - |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 11/09/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 03/28/2007 |
2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 3.5 | -3.0 | -1.6 | 1.9 | 25.0 | -28.9 | 4.1 |
Sharpe Ratio | NA | 0.23 | -0.15 | -0.12 | 0.14 | 1.14 | -1.02 | 0.21 |
Draw Down(%) | NA | 12.0 | 44.7 | 45.4 | 12.0 | 22.4 | 39.5 | 7.3 |
Standard Deviation(%) | NA | 14.6 | 22.9 | 21.3 | 15.2 | 21.9 | 29.0 | 12.0 |
Treynor Ratio | NA | 0.05 | -0.05 | -0.03 | 0.03 | 0.32 | -0.42 | 0.04 |
Alpha | NA | -0.03 | -0.03 | -0.01 | -0.03 | 0.01 | -0.01 | 0.0 |
Beta | NA | 0.74 | 0.73 | 0.73 | 0.73 | 0.78 | 0.71 | 0.7 |
RSquared | NA | 0.85 | 0.96 | 0.96 | 0.85 | 0.96 | 0.99 | 0.96 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/28/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) (100%)
- XLG (Invesco S&P 500® Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market Index Fund ETF Shares) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500® Equal Weight ETF) (96%)
- DSI (iShares MSCI KLD 400 Social ETF) (94%)
- EPS (WisdomTree U.S. Earnings 500 Fund) (94%)
- FEX (First Trust Large Cap Core AlphaDEX® Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Strategic Return Fund) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (95%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)