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VCEIX: Van Kampen Core Equity I (MUTUAL FUND)
Basic Info
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/29/2007 |
Last Dividend Date: | 12/10/2010 |
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 | Since 08/29/2007 |
2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 25.7 | -2.7 | -3.6 | 7.1 | 10.6 | 27.4 | -45.0 | 5.1 |
Sharpe Ratio | NA | 1.84 | -0.09 | -0.14 | 1.62 | 0.58 | 0.93 | -1.06 | 0.67 |
Draw Down(%) | NA | 8.4 | 55.0 | 60.7 | 5.6 | 16.0 | 29.7 | 56.1 | 9.6 |
Standard Deviation(%) | NA | 14.0 | 31.5 | 29.6 | 10.6 | 18.2 | 29.2 | 43.4 | 20.2 |
Treynor Ratio | NA | 0.29 | -0.03 | -0.04 | 0.23 | 0.11 | 0.3 | -0.47 | 0.14 |
Alpha | NA | 0.01 | -0.05 | -0.02 | 0.04 | -0.01 | 0.03 | -0.06 | 0.09 |
Beta | NA | 0.89 | 0.96 | 0.96 | 0.74 | 0.99 | 0.91 | 0.98 | 0.99 |
RSquared | NA | 0.91 | 0.96 | 0.96 | 0.76 | 0.97 | 0.97 | 0.96 | 0.94 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2007
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