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VCIBX: Van Kampen CA Insured Tax-Free B (MUTUAL FUND)
Basic Info
Asset Class: | Muni California Long |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 04/29/2011 |
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 | 5 Yr | 10 Yr | 15 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 | -0.8 | 1.6 | 1.5 | 3.0 | 3.7 | 3.8 | 1.8 | 0.1 | 15.7 | -12.3 | -0.3 | 4.5 | 3.4 | 4.3 | 3.7 | 8.7 | 2.9 | 13.9 | -5.8 | 5.6 | 8.2 | 6.6 |
Sharpe Ratio | NA | -0.2 | 0.22 | 0.06 | 0.35 | NA | -0.23 | 0.89 | 0.01 | 3.08 | -1.36 | -0.97 | 0.47 | 0.45 | 0.81 | 0.73 | 2.14 | 0.19 | 3.21 | -2.7 | 0.7 | -13.45 | 2.16 |
Draw Down(%) | NA | 9.5 | 17.0 | 18.9 | 18.9 | NA | 18.9 | 3.9 | 7.7 | 4.3 | 18.9 | 5.9 | 2.0 | 2.9 | 6.9 | 6.4 | 4.9 | 4.1 | 3.7 | 8.0 | 2.5 | 2.6 | 2.5 |
Standard Deviation(%) | NA | 4.7 | 6.3 | 5.7 | 4.7 | NA | 4.3 | 4.0 | 3.9 | 5.1 | 9.7 | 3.5 | 2.5 | 2.7 | 4.2 | 4.0 | 3.6 | 3.0 | 3.1 | 3.3 | 3.2 | 3.5 | 4.4 |
Treynor Ratio | NA | -0.01 | 0.01 | 0.0 | 0.01 | NA | -0.01 | 0.03 | 0.0 | 0.13 | -0.1 | -0.03 | 0.01 | 0.01 | 0.03 | 0.03 | 0.08 | 0.01 | 0.11 | -0.09 | 0.02 | -0.51 | 0.11 |
Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 |
Beta | NA | 1.12 | 1.24 | 1.22 | 1.11 | NA | 1.06 | 1.1 | 1.1 | 1.2 | 1.3 | 1.09 | 0.96 | 0.89 | 0.98 | 0.97 | 0.92 | 0.9 | 0.93 | 1.02 | 0.94 | 0.92 | 0.82 |
RSquared | NA | 0.85 | 0.9 | 0.9 | 0.89 | NA | 0.89 | 0.66 | 0.94 | 0.87 | 0.93 | 0.88 | 0.89 | 0.88 | 0.94 | 0.94 | 0.95 | 0.93 | 0.88 | 0.9 | 0.94 | 0.9 | 0.88 |
Yield(%) | N/A | 3.2 | 3.6 | 3.7 | 4.0 | 4.3 | N/A | 1.1 | 3.8 | 4.8 | 4.0 | 3.8 | 4.5 | 4.5 | 3.8 | 3.3 | 4.8 | 4.1 | 4.3 | 3.9 | 3.9 | 4.1 | 2.5 |
Dividend Growth(%) | N/A | -15.6 | -23.4 | -11.6 | N/A | N/A | N/A | -71.9 | -11.1 | 0.0 | 0.0 | -14.3 | -2.3 | 19.4 | 16.1 | -29.5 | 17.3 | 4.2 | 0.0 | 0.0 | 0.0 | 71.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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