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VAMCX: Van Kampen Asset Allocation Moderate C (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 | 16.5 | 3.0 | 2.7 | 2.2 | 10.7 | 28.4 | -31.5 | 8.7 | 5.1 |
Sharpe Ratio | NA | 2.08 | 0.15 | 0.11 | 0.64 | 1.02 | 1.6 | -1.3 | 0.57 | 3.61 |
Draw Down(%) | NA | 3.8 | 36.0 | 44.2 | 3.0 | 8.0 | 17.0 | 40.9 | 6.7 | 1.0 |
Standard Deviation(%) | NA | 7.9 | 18.3 | 15.8 | 7.0 | 10.4 | 17.6 | 24.8 | 10.1 | 5.0 |
Treynor Ratio | NA | 0.19 | 0.03 | 0.02 | 0.06 | 0.11 | 0.27 | -0.31 | 0.05 | 0.19 |
Alpha | NA | -0.01 | -0.02 | -0.01 | -0.02 | -0.01 | 0.02 | -0.05 | 0.01 | 0.01 |
Beta | NA | 0.86 | 1.02 | 1.02 | 0.76 | 0.94 | 1.03 | 1.03 | 1.05 | 0.93 |
RSquared | NA | 0.82 | 0.94 | 0.93 | 0.67 | 0.93 | 0.93 | 0.95 | 0.9 | 0.85 |
Yield(%) | N/A | 1.1 | 1.7 | N/A | 0.0 | 2.5 | 1.3 | 1.5 | 1.4 | 1.3 |
Dividend Growth(%) | N/A | -58.3 | N/A | N/A | -100.0 | 140.0 | -41.2 | 13.3 | 15.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2006
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