Find A Portfolio/Ticker
Comparison Box
ACRCX: Van Kampen Real Estate Secs C (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 | 0.10% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/07/2011)
Not up-to-date? Try| Last 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 | 32.3 | 0.5 | 1.0 | 9.8 | 10.4 | 10.6 | 23.8 | 27.7 | -39.2 | -19.2 | 36.4 | 15.7 | 35.8 | 34.7 | -1.9 | 7.8 | 27.5 | -3.9 | -12.6 | 19.8 | 30.8 |
| Sharpe Ratio | NA | 1.62 | 0.0 | 0.0 | 0.23 | 0.19 | 1.83 | 0.91 | 0.44 | -0.55 | -0.86 | 2.39 | 0.92 | 2.19 | 2.94 | -0.21 | 0.53 | 2.3 | -0.71 | -1.21 | -4.39 | 5.03 |
| Draw Down(%) | NA | 12.9 | 65.9 | 73.9 | 73.9 | 73.9 | 6.1 | 17.6 | 40.4 | 62.8 | 30.2 | 7.8 | 10.5 | 16.3 | 7.2 | 21.9 | 12.8 | 6.8 | 18.9 | 22.2 | 9.5 | 5.2 |
| Standard Deviation(%) | NA | 19.9 | 57.3 | 48.1 | 36.5 | 28.7 | 14.5 | 25.9 | 62.8 | 72.1 | 25.8 | 13.9 | 14.7 | 15.9 | 11.6 | 14.2 | 10.5 | 10.2 | 10.1 | 13.2 | 8.0 | 12.5 |
| Treynor Ratio | NA | 0.36 | 0.0 | 0.0 | 0.09 | 0.06 | 0.33 | 0.26 | 0.29 | -0.42 | -0.22 | 0.35 | 0.15 | 0.39 | 0.35 | -0.03 | 0.06 | 0.27 | -0.08 | -0.18 | -0.44 | 0.48 |
| Alpha | NA | -0.01 | -0.14 | -0.14 | -0.09 | -0.02 | 0.02 | -0.01 | 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 | 0.93 | 0.94 | 0.96 | 1.0 | 0.95 | 0.93 | 0.89 | 0.98 | 0.93 | 0.96 | 0.88 | 0.92 | 0.86 | 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 | 0.95 | 0.95 | 0.91 | 0.86 | 0.81 | 0.9 | 0.76 | 0.43 |
| Yield(%) | N/A | 0.1 | 0.4 | 7.1 | 10.3 | N/A | 0.0 | 0.4 | 1.1 | 2.7 | 22.9 | 9.4 | 8.3 | 7.1 | 2.0 | 2.2 | 2.4 | 2.8 | 2.4 | 3.7 | 13.3 | 6.7 |
| Dividend Growth(%) | N/A | -89.7 | -97.9 | 110.8 | N/A | N/A | -100.0 | -51.7 | -76.4 | -92.9 | 203.0 | 24.3 | 48.2 | 372.7 | -14.0 | -0.9 | 5.0 | 6.7 | -43.9 | -70.0 | 140.2 | N/A |
*: 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) (96%)
- 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) (87%)
- 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) (85%)
- CREEX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z) (84%)
- 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 ETF) (92%)
- REZ (iShares Residential and Multisector Real Estate ETF) (91%)
- SCHH (Schwab U.S. REIT ETF) (17%)
- KBWY (Invesco KBW Premium Yield Equity REIT ETF) (16%)
- MORT (VanEck Mortgage REIT Income ETF) (13%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) (13%)
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%)
Latest Articles Related to ACRCX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
