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LCBCX: AIM Large Cap Basic Value C (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/27/2000 |
| Last Dividend Date: | 12/10/2010 |
| 12-Mo. Yield | 0.02% |
| Expenses | - |
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Performance Analytics (As of 06/07/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/27/2000 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 25.8 | -4.4 | -2.9 | -0.6 | 0.4 | 6.3 | 7.7 | 43.9 | -52.5 | -0.5 | 12.7 | 5.6 | 8.4 | 31.1 | -23.7 | 0.6 | 3.4 |
| Sharpe Ratio | NA | 1.66 | -0.12 | -0.13 | -0.07 | -0.04 | 1.25 | 0.37 | 1.18 | -1.07 | -0.22 | 0.89 | 0.34 | 0.62 | 1.7 | -0.87 | -0.09 | 2.46 |
| Draw Down(%) | NA | 10.2 | 62.5 | 69.7 | 69.7 | 69.7 | 7.0 | 21.1 | 33.8 | 63.3 | 12.9 | 9.6 | 6.9 | 11.9 | 16.9 | 38.8 | 23.1 | 3.8 |
| Standard Deviation(%) | NA | 15.5 | 37.4 | 31.4 | 25.9 | 24.9 | 12.1 | 20.8 | 37.2 | 49.6 | 16.1 | 10.7 | 10.0 | 12.1 | 17.9 | 28.5 | 18.9 | 16.1 |
| Treynor Ratio | NA | 0.27 | -0.04 | -0.03 | -0.02 | -0.01 | 0.18 | 0.07 | 0.33 | -0.45 | -0.04 | 0.1 | 0.04 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.07 | -0.08 | -0.05 | -0.02 | 0.04 | -0.03 | 0.02 | -0.07 | -0.03 | -0.01 | 0.0 | 0.0 | NA | NA | NA | NA |
| Beta | NA | 0.95 | 1.21 | 1.19 | 1.19 | 1.17 | 0.85 | 1.09 | 1.33 | 1.18 | 1.0 | 1.0 | 0.93 | 1.04 | NA | NA | NA | NA |
| RSquared | NA | 0.83 | 0.94 | 0.93 | 0.73 | 0.71 | 0.79 | 0.91 | 0.95 | 0.95 | 0.96 | 0.9 | 0.92 | 0.84 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 3.0 | 1.6 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 8.7 | 5.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 |
| Dividend Growth(%) | N/A | N/A | -99.9 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 62.5 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/27/2000
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See LARGE BLEND Asset Class Trend Rankings |
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