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VAMAX: Van Kampen Asset Allocation Moderate A (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/28/2006 |
Last Dividend Date: | 12/17/2010 |
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 | Since 09/28/2006 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 16.9 | 3.5 | 3.3 | 2.1 | 11.2 | 29.2 | -31.0 | 9.4 | 5.5 |
Sharpe Ratio | NA | 2.12 | 0.18 | 0.15 | 0.6 | 1.06 | 1.64 | -1.28 | 0.64 | 4.26 |
Draw Down(%) | NA | 3.7 | 35.7 | 43.6 | 3.0 | 8.2 | 16.8 | 40.5 | 6.6 | 0.9 |
Standard Deviation(%) | NA | 8.0 | 18.3 | 15.8 | 7.0 | 10.5 | 17.7 | 24.8 | 10.1 | 4.7 |
Treynor Ratio | NA | 0.2 | 0.03 | 0.02 | 0.06 | 0.12 | 0.28 | -0.31 | 0.06 | 0.23 |
Alpha | NA | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.03 | -0.04 | 0.01 | 0.02 |
Beta | NA | 0.86 | 1.02 | 1.02 | 0.76 | 0.96 | 1.04 | 1.03 | 1.05 | 0.86 |
RSquared | NA | 0.82 | 0.94 | 0.93 | 0.66 | 0.94 | 0.94 | 0.95 | 0.91 | 0.82 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2006
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