Find A Portfolio/Ticker
Comparison Box
ACRBX: Van Kampen Real Estate Secs B (MUTUAL FUND)
Basic Info
Asset Class: | REAL ESTATE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 12/03/2010 |
12-Mo. Yield | - |
Expenses | - |
Sign up to get fund ranking change alerts |
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 | 33.0 | 1.2 | 1.5 | 10.1 | 10.6 | 10.8 | 24.7 | 28.5 | -38.6 | -19.1 | 36.5 | 15.9 | 35.7 | 34.5 | -1.9 | 7.8 | 27.6 | -4.0 | -12.6 | 19.8 | 30.9 |
Sharpe Ratio | NA | 1.66 | 0.02 | 0.01 | 0.24 | 0.2 | 1.87 | 0.95 | 0.45 | -0.55 | -0.86 | 2.39 | 0.93 | 2.19 | 2.93 | -0.21 | 0.53 | 2.32 | -0.72 | -1.21 | -4.36 | 5.08 |
Draw Down(%) | NA | 12.8 | 65.8 | 73.6 | 73.6 | 73.6 | 6.1 | 17.4 | 40.3 | 62.6 | 30.1 | 7.9 | 10.5 | 16.2 | 7.1 | 22.0 | 12.8 | 6.8 | 19.0 | 22.2 | 9.5 | 5.2 |
Standard Deviation(%) | NA | 19.8 | 57.2 | 48.1 | 36.5 | 28.7 | 14.4 | 25.9 | 62.8 | 72.1 | 25.8 | 13.9 | 14.7 | 15.9 | 11.5 | 14.3 | 10.5 | 10.2 | 10.0 | 13.2 | 8.1 | 12.4 |
Treynor Ratio | NA | 0.37 | 0.01 | 0.0 | 0.09 | 0.06 | 0.34 | 0.27 | 0.3 | -0.41 | -0.22 | 0.35 | 0.15 | 0.39 | 0.35 | -0.03 | 0.06 | 0.27 | -0.08 | -0.18 | -0.43 | 0.48 |
Alpha | NA | -0.01 | -0.14 | -0.13 | -0.09 | -0.02 | 0.03 | 0.0 | 0.0 | -0.02 | -0.01 | 0.01 | 0.02 | 0.03 | 0.0 | -0.02 | -0.02 | 0.01 | 0.0 | 0.01 | -0.02 | -0.02 |
Beta | NA | 0.9 | 0.95 | 0.96 | 0.97 | 0.94 | 0.79 | 0.92 | 0.94 | 0.96 | 1.0 | 0.95 | 0.93 | 0.89 | 0.98 | 0.94 | 0.96 | 0.88 | 0.91 | 0.87 | 0.81 | 1.3 |
RSquared | NA | 0.95 | 0.98 | 0.97 | 0.96 | 0.98 | 0.81 | 0.99 | 0.99 | 0.99 | 0.98 | 0.97 | 0.98 | 0.97 | 0.96 | 0.95 | 0.91 | 0.86 | 0.81 | 0.9 | 0.76 | 0.44 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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 REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
Best Mutual Funds
- FRESX (FIDELITY REAL ESTATE INVESTMENT PORTFOLIO FIDELITY REAL ESTATE INVESTMENT PORTFOLIO) (97%)
- FHEIX (FIDELITY ADVISOR REAL ESTATE FUND CLASS I) (91%)
- FRIFX (FIDELITY REAL ESTATE INCOME FUND FIDELITY REAL ESTATE INCOME FUND) (88%)
- FARCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS I) (88%)
- HLRRX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND INSTITUTIONAL SHARES) (87%)
- NBRFX (NEUBERGER BERMAN REAL ESTATE FUND TRUST CLASS) (86%)
- CRARX (VOYA REAL ESTATE FUND CLASS I) (86%)
- CREEX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z) (85%)
- MRESX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS N) (84%)
- RRRRX (DEUTSCHE REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) (83%)
Best ETFs
- ICF (iShares Cohen & Steers REIT ETF) (96%)
- RWR (SPDR® Dow Jones REIT ETF) (95%)
- PSR (Invesco Active U.S. Real Estate Fund) (94%)
- FRI (First Trust S&P REIT Index Fund) (93%)
- REM (iShares Mortgage Real Estate Capped ETF) (92%)
- REZ (iShares Residential and Multisector Real Estate ETF) (92%)
- SCHH (Schwab U.S. REIT ETF) (19%)
- KBWY (Invesco KBW Premium Yield Equity REIT ETF) (17%)
- MORT (VanEck Mortgage REIT Income ETF) (15%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) (14%)
Best Closed End Funds
- RQI (Cohen & Steers Quality Income Realty Fund Inc) (100%)
- RNP (Cohen & Steers REIT & Preferred Income Fund Inc) (99%)
- RFI (Cohen Steers Total Return Realty Closed Fund) (99%)
- NRO (Neuberger Berman RE Securities IF) (98%)
- JRS (Nuveen Real Estate Fund) (97%)
- PGZ (Principal Real Estate Income Closed Fund) (94%)