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ACPDX: Invesco Van Kampen Capital Growth Y (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/29/2005 |
Last Dividend Date: | 12/11/2008 |
12-Mo. Yield | 0.00% |
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 | Since 08/29/2005 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 30.2 | 3.5 | 7.9 | 7.8 | 6.1 | 20.5 | 66.9 | -49.2 | 22.4 | 3.9 | 11.9 |
Sharpe Ratio | NA | 1.87 | 0.1 | 0.23 | 0.23 | 1.01 | 1.07 | 2.16 | -1.08 | 1.02 | 0.04 | 2.67 |
Draw Down(%) | NA | 9.4 | 57.3 | 60.4 | 60.4 | 8.5 | 14.1 | 19.5 | 58.3 | 11.6 | 15.0 | 5.5 |
Standard Deviation(%) | NA | 16.1 | 33.4 | 29.0 | 27.1 | 14.5 | 19.0 | 31.0 | 46.2 | 19.1 | 14.7 | 13.6 |
Treynor Ratio | NA | 0.32 | 0.03 | 0.06 | 0.06 | 0.17 | 0.21 | 0.55 | -0.42 | 0.18 | 0.01 | 0.35 |
Alpha | NA | 0.01 | -0.03 | -0.03 | 0.01 | 0.02 | 0.03 | 0.06 | -0.03 | 0.04 | 0.01 | 0.04 |
Beta | NA | 0.94 | 1.16 | 1.16 | 1.14 | 0.88 | 0.96 | 1.21 | 1.2 | 1.1 | 1.05 | 1.04 |
RSquared | NA | 0.89 | 0.92 | 0.91 | 0.92 | 0.8 | 0.93 | 0.92 | 0.94 | 0.9 | 0.86 | 0.85 |
Yield(%) | N/A | 0.0 | 0.1 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2005
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