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LCIGX: Invesco Large Cap Growth Institutional (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/17/2004 |
| Last Dividend Date: | 12/11/2009 |
| 12-Mo. Yield | 0.00% |
| 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 | Since 06/17/2004 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 30.1 | 1.7 | 4.8 | 5.0 | 6.0 | 17.8 | 25.9 | -37.7 | 16.0 | 8.8 | 7.5 | 5.8 |
| Sharpe Ratio | NA | 1.95 | 0.06 | 0.15 | 0.17 | 1.0 | 0.98 | 1.15 | -1.06 | 0.75 | 0.41 | 0.45 | 0.81 |
| Draw Down(%) | NA | 8.5 | 44.8 | 49.9 | 49.9 | 8.5 | 15.0 | 20.0 | 47.0 | 10.7 | 13.3 | 8.1 | 10.5 |
| Standard Deviation(%) | NA | 15.4 | 26.2 | 23.1 | 20.6 | 14.6 | 18.1 | 22.4 | 36.2 | 17.3 | 13.4 | 11.9 | 12.2 |
| Treynor Ratio | NA | 0.34 | 0.02 | 0.04 | 0.04 | 0.16 | 0.19 | 0.29 | -0.41 | 0.13 | 0.06 | 0.06 | 0.12 |
| Alpha | NA | 0.01 | -0.03 | -0.02 | 0.0 | 0.02 | 0.03 | -0.02 | -0.01 | 0.02 | 0.03 | -0.01 | 0.01 |
| Beta | NA | 0.89 | 0.93 | 0.94 | 0.93 | 0.89 | 0.92 | 0.89 | 0.95 | 1.01 | 0.96 | 0.92 | 0.79 |
| RSquared | NA | 0.88 | 0.95 | 0.94 | 0.93 | 0.8 | 0.95 | 0.96 | 0.96 | 0.92 | 0.86 | 0.84 | 0.87 |
| Yield(%) | N/A | 0.0 | 0.2 | 0.1 | N/A | 0.0 | 0.0 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/17/2004
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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