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VAMBX: Van Kampen Asset Allocation Moderate B (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 | 5.9 | 3.0 | 2.7 | 2.1 | 10.7 | 28.3 | -31.4 | 8.7 | 5.1 |
Sharpe Ratio | NA | 0.43 | 0.14 | 0.1 | 0.61 | 0.62 | 1.59 | -1.3 | 0.56 | 3.61 |
Draw Down(%) | NA | 9.4 | 36.0 | 44.2 | 3.1 | 9.4 | 16.9 | 40.9 | 6.7 | 1.0 |
Standard Deviation(%) | NA | 13.6 | 20.2 | 17.0 | 7.0 | 17.3 | 17.7 | 24.9 | 10.2 | 5.0 |
Treynor Ratio | NA | 0.06 | 0.03 | 0.02 | 0.06 | 0.11 | 0.27 | -0.31 | 0.05 | 0.19 |
Alpha | NA | -0.05 | -0.03 | -0.01 | -0.02 | 0.0 | 0.02 | -0.05 | 0.01 | 0.01 |
Beta | NA | 0.91 | 1.03 | 1.02 | 0.75 | 0.95 | 1.03 | 1.04 | 1.06 | 0.93 |
RSquared | NA | 0.34 | 0.78 | 0.8 | 0.67 | 0.34 | 0.94 | 0.95 | 0.9 | 0.85 |
Yield(%) | N/A | 1.0 | 1.7 | N/A | 0.0 | 2.5 | 1.3 | 1.6 | 1.3 | 1.3 |
Dividend Growth(%) | N/A | -58.3 | N/A | N/A | -100.0 | 140.0 | -44.4 | 28.6 | 7.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2006
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