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MSGBX: Van Kampen Global Equity Allocation B (MUTUAL FUND)
Basic Info
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 04/30/2010 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 06/07/2011)
Not up-to-date? TryLast 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 | 25.5 | -1.9 | 3.6 | 3.6 | 5.0 | 2.7 | 9.1 | 30.3 | -38.8 | 15.5 | 18.7 | 10.5 | 12.1 | 27.9 | -19.0 | -15.6 | -10.2 | 22.5 | 18.5 | 15.5 | 3.6 |
Sharpe Ratio | NA | 1.63 | -0.08 | 0.1 | 0.12 | 0.01 | 0.48 | 0.48 | 1.2 | -1.11 | 0.72 | 1.21 | 0.92 | 1.01 | 2.27 | -1.13 | -1.29 | -1.1 | 1.81 | 1.03 | -1.71 | 0.21 |
Draw Down(%) | NA | 7.9 | 50.4 | 56.1 | 56.1 | 56.1 | 7.9 | 15.7 | 25.6 | 49.0 | 12.7 | 15.1 | 6.6 | 8.6 | 12.8 | 27.4 | 26.6 | 13.9 | 7.5 | 20.0 | 13.7 | 6.8 |
Standard Deviation(%) | NA | 15.5 | 27.3 | 23.7 | 19.3 | 18.1 | 13.3 | 18.8 | 25.2 | 35.9 | 17.4 | 12.9 | 9.0 | 11.0 | 12.0 | 17.8 | 14.0 | 12.9 | 10.7 | 14.8 | 23.1 | 15.8 |
Treynor Ratio | NA | 0.31 | -0.02 | 0.03 | 0.03 | 0.0 | 0.09 | 0.1 | 0.36 | -0.49 | 0.14 | 0.18 | 0.11 | 0.16 | 0.38 | -0.28 | -0.28 | -0.22 | 0.29 | 0.25 | -0.93 | 0.03 |
Alpha | NA | -0.02 | -0.03 | -0.03 | -0.03 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.04 | -0.01 | 0.0 | 0.01 | 0.03 | -0.06 | 0.02 |
Beta | NA | 0.83 | 0.82 | 0.84 | 0.81 | 0.77 | 0.73 | 0.87 | 0.85 | 0.81 | 0.91 | 0.85 | 0.75 | 0.7 | 0.71 | 0.73 | 0.64 | 0.65 | 0.67 | 0.61 | 0.43 | 1.02 |
RSquared | NA | 0.88 | 0.96 | 0.95 | 0.9 | 0.76 | 0.74 | 0.95 | 0.96 | 0.97 | 0.96 | 0.89 | 0.73 | 0.7 | 0.76 | 0.79 | 0.74 | 0.63 | 0.65 | 0.71 | 0.07 | 0.24 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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