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CSTGX: Invesco Constellation A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/07/1987 |
Last Dividend Date: | 12/11/2009 |
12-Mo. Yield | 0.00% |
Expenses | 1.29% |
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Performance Analytics (As of 09/13/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/07/1987 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | 19.1 | 13.6 | 4.7 | 4.0 | 3.4 | 5.7 | 8.0 | 22.3 | 12.2 | -8.3 | 15.1 | 20.5 | -42.7 | 12.0 | 5.9 | 8.5 | 6.2 | 29.3 | -24.8 | -23.6 | -10.6 | 44.4 | 18.9 | 12.8 | 16.2 | 35.4 | 1.3 | 17.3 | 15.0 | 70.4 | -4.1 | 38.4 | 16.5 | -24.4 |
Sharpe Ratio | NA | 1.51 | 0.72 | 0.19 | 0.15 | NA | NA | 0.25 | 2.68 | 0.82 | -0.32 | 0.83 | 1.05 | -1.16 | 0.52 | 0.19 | 0.52 | 0.38 | 1.55 | -0.95 | -0.89 | -0.37 | 1.87 | 0.64 | 0.46 | 0.73 | 1.81 | -0.11 | 1.07 | 0.75 | 3.39 | -0.41 | 2.24 | 0.67 | -0.86 |
Draw Down(%) | NA | 9.3 | 22.8 | 42.0 | 56.0 | NA | NA | 65.6 | 7.0 | 13.7 | 22.8 | 16.6 | 20.7 | 50.5 | 10.9 | 14.3 | 8.9 | 14.0 | 12.9 | 33.3 | 43.3 | 32.1 | 11.9 | 31.1 | 16.6 | 16.7 | 12.2 | 16.6 | 11.4 | 18.5 | 10.1 | 35.4 | 13.0 | 13.0 | 46.7 |
Standard Deviation(%) | NA | 12.7 | 18.8 | 23.8 | 20.1 | NA | NA | 22.5 | 12.3 | 14.9 | 26.4 | 18.1 | 19.4 | 37.6 | 17.3 | 13.8 | 12.0 | 13.8 | 18.5 | 27.3 | 29.5 | 40.0 | 22.0 | 24.4 | 20.2 | 17.3 | 17.4 | 14.9 | 14.1 | 16.8 | 19.6 | 22.8 | 14.6 | 17.6 | 55.2 |
Treynor Ratio | NA | 0.19 | 0.14 | 0.05 | 0.03 | NA | NA | 0.07 | 0.34 | 0.12 | -0.08 | 0.16 | 0.27 | -0.45 | 0.09 | 0.03 | 0.07 | 0.06 | 0.31 | -0.31 | -0.33 | -0.14 | 0.47 | 0.18 | 0.11 | 0.16 | 0.35 | -0.02 | 0.15 | 0.11 | 0.62 | -0.09 | 0.36 | 0.12 | -2.3 |
Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | NA | NA | 0.02 | 0.01 | -0.02 | -0.03 | 0.02 | -0.02 | -0.04 | 0.01 | 0.02 | -0.01 | 0.0 | 0.02 | 0.03 | 0.01 | 0.06 | 0.09 | -0.02 | -0.02 | 0.01 | 0.02 | 0.0 | 0.08 | 0.05 | 0.06 | -0.02 | 0.02 | 0.03 | -0.1 |
Beta | NA | 0.99 | 0.98 | 0.93 | 0.94 | NA | NA | 0.85 | 0.97 | 1.01 | 0.98 | 0.93 | 0.76 | 0.97 | 1.02 | 1.0 | 0.94 | 0.92 | 0.93 | 0.83 | 0.8 | 1.06 | 0.88 | 0.87 | 0.86 | 0.79 | 0.9 | 1.06 | 1.0 | 1.13 | 1.06 | 1.05 | 0.91 | 0.99 | 0.21 |
RSquared | NA | 0.95 | 0.97 | 0.95 | 0.93 | NA | NA | 0.69 | 0.95 | 0.96 | 0.98 | 0.98 | 0.92 | 0.93 | 0.93 | 0.88 | 0.85 | 0.93 | 0.94 | 0.92 | 0.92 | 0.84 | 0.72 | 0.74 | 0.74 | 0.42 | 0.29 | 0.58 | 0.5 | 0.56 | 0.72 | 0.77 | 0.7 | 0.79 | 0.04 |
Yield(%) | N/A | 0.0 | 0.0 | 0.1 | 0.0 | 3.0 | 4.8 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 18.2 | 10.8 | 2.9 | 8.3 | 3.9 | 4.4 | 3.0 | 0.0 | 0.0 | 2.5 | 0.0 | 22.7 | 5.7 | 29.2 |
Dividend Growth(%) | N/A | N/A | -100.0 | N/A | -99.6 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 126.2 | 326.0 | -62.6 | 131.5 | 18.7 | 44.2 | N/A | N/A | -100.0 | N/A | -100.0 | 329.7 | -90.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/07/1987
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