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ACEOX: Van Kampen Enterprise B (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 03/21/2001 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 06/07/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/21/1996 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 28.6 | 7.1 | 7.0 | 1.6 | 4.3 | 5.6 | 19.3 | 64.6 | -44.5 | 11.4 | 5.7 | 6.7 | 2.7 | 24.7 | -30.2 | -21.4 | -15.7 | 25.6 | 22.7 | 27.7 | 11.3 |
Sharpe Ratio | NA | 1.78 | 0.22 | 0.22 | 0.01 | -0.02 | 0.94 | 1.01 | 2.1 | -1.12 | 0.5 | 0.17 | 0.41 | 0.15 | 1.38 | -1.2 | -1.01 | -0.64 | 1.11 | 0.86 | -1.42 | 1.05 |
Draw Down(%) | NA | 9.6 | 49.1 | 55.3 | 55.3 | 69.5 | 8.6 | 14.4 | 19.6 | 52.3 | 10.2 | 12.9 | 6.3 | 14.1 | 12.1 | 37.3 | 37.3 | 31.4 | 11.3 | 28.2 | 12.4 | 10.0 |
Standard Deviation(%) | NA | 16.0 | 30.9 | 26.6 | 22.7 | 22.8 | 14.5 | 19.1 | 30.8 | 40.4 | 16.7 | 14.2 | 11.2 | 12.1 | 17.3 | 26.0 | 23.8 | 31.0 | 20.2 | 22.4 | 19.3 | 18.1 |
Treynor Ratio | NA | 0.31 | 0.06 | 0.05 | 0.0 | -0.01 | 0.15 | 0.2 | 0.54 | -0.42 | 0.08 | 0.02 | 0.05 | 0.02 | 0.27 | -0.39 | -0.38 | -0.24 | 0.24 | 0.21 | -0.29 | 0.18 |
Alpha | NA | 0.0 | -0.01 | -0.02 | -0.02 | 0.0 | 0.02 | 0.03 | 0.06 | -0.03 | 0.0 | 0.02 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 | 0.01 | 0.02 | -0.04 | 0.0 | 0.0 |
Beta | NA | 0.93 | 1.09 | 1.08 | 0.97 | 0.9 | 0.89 | 0.97 | 1.21 | 1.07 | 1.0 | 1.04 | 0.89 | 0.79 | 0.88 | 0.8 | 0.64 | 0.84 | 0.94 | 0.92 | 0.93 | 1.08 |
RSquared | NA | 0.89 | 0.94 | 0.94 | 0.92 | 0.89 | 0.8 | 0.93 | 0.92 | 0.97 | 0.96 | 0.9 | 0.89 | 0.91 | 0.96 | 0.96 | 0.89 | 0.88 | 0.92 | 0.89 | 0.89 | 0.57 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 11.7 | 15.2 | 4.6 | 12.5 | 5.5 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -99.2 | -15.2 | 288.5 | -57.8 | 140.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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