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ACPAX: Van Kampen Capital Growth A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 12/11/2008 |
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 | 29.9 | 3.2 | 7.6 | 3.6 | 5.9 | 6.0 | 20.1 | 66.4 | -49.3 | 22.1 | 3.6 | 15.4 | 7.0 | 21.6 | -23.7 | -16.2 | -12.5 | 14.0 | 22.0 | 30.4 | 13.5 |
Sharpe Ratio | NA | 1.85 | 0.09 | 0.22 | 0.1 | 0.17 | 1.0 | 1.05 | 2.14 | -1.08 | 1.0 | 0.02 | 1.08 | 0.48 | 1.25 | -0.99 | -0.99 | -0.71 | 0.63 | 0.95 | 1.59 | 0.92 |
Draw Down(%) | NA | 9.5 | 57.4 | 60.6 | 60.6 | 60.6 | 8.5 | 14.2 | 19.5 | 58.4 | 11.6 | 15.1 | 10.0 | 13.1 | 13.2 | 33.5 | 27.8 | 19.3 | 12.4 | 22.6 | 10.6 | 14.4 |
Standard Deviation(%) | NA | 16.1 | 33.1 | 28.6 | 23.6 | 22.6 | 14.5 | 19.0 | 31.0 | 46.2 | 19.2 | 14.8 | 12.3 | 12.7 | 16.7 | 25.2 | 18.9 | 23.5 | 17.2 | 19.6 | 16.8 | 25.6 |
Treynor Ratio | NA | 0.32 | 0.03 | 0.06 | 0.02 | 0.05 | 0.16 | 0.21 | 0.55 | -0.42 | 0.17 | 0.0 | 0.14 | 0.07 | 0.25 | -0.33 | -0.39 | -0.29 | 0.14 | 0.25 | 0.34 | 0.48 |
Alpha | NA | 0.02 | 0.01 | 0.02 | 0.02 | 0.02 | 0.02 | 0.03 | 0.06 | -0.03 | 0.04 | 0.01 | 0.02 | 0.0 | 0.0 | 0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.04 | 0.09 |
Beta | NA | 0.94 | 1.16 | 1.15 | 0.98 | 0.83 | 0.88 | 0.96 | 1.22 | 1.2 | 1.11 | 1.05 | 0.96 | 0.83 | 0.84 | 0.74 | 0.48 | 0.58 | 0.75 | 0.75 | 0.79 | 0.49 |
RSquared | NA | 0.89 | 0.93 | 0.92 | 0.88 | 0.78 | 0.81 | 0.93 | 0.92 | 0.94 | 0.91 | 0.86 | 0.85 | 0.91 | 0.94 | 0.88 | 0.81 | 0.72 | 0.86 | 0.83 | 0.89 | 0.09 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.3 | N/A | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.4 | 0.3 | 2.1 | 0.4 | 5.3 | 16.8 | 10.5 | 21.6 | 11.5 |
Dividend Growth(%) | N/A | N/A | N/A | -96.6 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | 50.0 | -90.0 | 400.0 | -94.4 | -70.1 | 77.2 | -46.9 | 86.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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