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AMIFX: AIM Income A (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 04/29/2011 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 07/01/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 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 | 7.2 | 2.8 | 2.3 | 3.1 | 3.6 | 3.7 | 3.2 | 9.1 | 10.1 | -15.3 | 1.3 | 4.0 | 2.9 | 2.7 | 10.5 | 2.4 | 3.7 | -1.1 | -2.9 | 5.0 | 12.0 | 11.2 |
Sharpe Ratio | NA | 1.46 | 0.36 | 0.18 | 0.32 | NA | 0.31 | 1.79 | 1.6 | 1.32 | -1.86 | -0.39 | 0.19 | 0.21 | 0.44 | 1.96 | 0.25 | 0.22 | -1.12 | -1.31 | 0.31 | 1.89 | 3.61 |
Draw Down(%) | NA | 3.9 | 20.2 | 22.2 | 22.2 | NA | 22.2 | 1.0 | 3.9 | 8.4 | 21.5 | 3.2 | 2.5 | 3.0 | 5.3 | 5.8 | 6.1 | 4.4 | 6.6 | 6.3 | 4.3 | 3.1 | 1.8 |
Standard Deviation(%) | NA | 4.9 | 7.1 | 6.3 | 5.5 | NA | 5.3 | 3.6 | 5.6 | 7.6 | 8.7 | 4.2 | 3.8 | 3.6 | 4.1 | 5.0 | 5.2 | 6.1 | 4.6 | 4.6 | 5.4 | 4.4 | 5.2 |
Treynor Ratio | NA | 0.08 | 0.03 | 0.01 | 0.02 | NA | 0.02 | 0.1 | 0.09 | 0.11 | -0.18 | -0.02 | 0.01 | 0.01 | 0.02 | 0.11 | 0.02 | 0.01 | -0.07 | -0.08 | 0.02 | 0.1 | 0.22 |
Alpha | NA | 0.01 | -0.02 | -0.02 | -0.01 | NA | -0.01 | 0.01 | 0.0 | -0.02 | -0.04 | -0.02 | 0.0 | 0.0 | 0.0 | 0.02 | -0.02 | -0.02 | -0.04 | -0.01 | -0.01 | 0.01 | 0.03 |
Beta | NA | 0.86 | 0.95 | 0.89 | 0.88 | NA | 0.87 | 0.68 | 1.0 | 0.94 | 0.89 | 0.72 | 0.96 | 0.87 | 0.78 | 0.92 | 0.81 | 0.91 | 0.77 | 0.79 | 0.85 | 0.87 | 0.86 |
RSquared | NA | 0.77 | 0.73 | 0.7 | 0.74 | NA | 0.74 | 0.6 | 0.85 | 0.74 | 0.64 | 0.63 | 0.84 | 0.82 | 0.82 | 0.89 | 0.7 | 0.84 | 0.65 | 0.78 | 0.74 | 0.73 | 0.85 |
Yield(%) | N/A | 3.6 | 4.8 | 5.0 | 5.1 | 5.5 | N/A | 1.2 | 4.6 | 5.9 | 7.5 | 5.3 | 5.8 | 6.1 | 3.9 | 6.1 | 6.7 | 6.9 | 7.9 | 7.2 | 7.6 | 8.1 | 4.5 |
Dividend Growth(%) | N/A | -18.2 | -25.7 | -20.8 | N/A | N/A | N/A | -72.7 | -18.5 | -40.0 | 36.4 | -10.8 | -7.5 | 53.8 | -33.3 | -13.3 | -6.2 | -20.0 | 0.0 | -7.7 | -1.5 | 88.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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