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VCICX: Van Kampen CA Insured Tax-Free C (MUTUAL FUND)
Basic Info
Asset Class: | Muni California Long |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/12/1998 |
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 | Since 11/12/1998 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -1.3 | 1.0 | 0.9 | 2.4 | 2.6 | 1.5 | -0.2 | 14.9 | -12.9 | -1.1 | 3.4 | 2.5 | 3.7 | 3.5 | 8.6 | 2.8 | 14.0 | -5.8 | 0.6 |
Sharpe Ratio | NA | -0.3 | 0.14 | -0.05 | 0.23 | 0.18 | 0.76 | -0.07 | 2.92 | -1.42 | -1.23 | 0.06 | 0.13 | 0.65 | 0.71 | 2.11 | 0.17 | 3.23 | -2.66 | 0.78 |
Draw Down(%) | NA | 9.7 | 17.3 | 19.7 | 19.7 | 19.7 | 4.0 | 7.7 | 4.4 | 19.4 | 6.1 | 2.2 | 3.1 | 6.9 | 6.4 | 4.9 | 4.0 | 3.7 | 8.0 | 1.0 |
Standard Deviation(%) | NA | 4.7 | 6.3 | 5.6 | 4.7 | 4.4 | 4.0 | 3.9 | 5.1 | 9.7 | 3.4 | 2.4 | 2.8 | 4.2 | 4.0 | 3.6 | 2.9 | 3.1 | 3.4 | 2.3 |
Treynor Ratio | NA | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.03 | 0.0 | 0.12 | -0.11 | -0.04 | 0.0 | 0.0 | 0.03 | 0.03 | 0.08 | 0.01 | 0.11 | -0.09 | 0.02 |
Alpha | NA | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.03 | -0.01 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 |
Beta | NA | 1.13 | 1.24 | 1.22 | 1.11 | 1.09 | 1.17 | 1.09 | 1.2 | 1.3 | 1.04 | 0.9 | 0.9 | 0.98 | 0.95 | 0.92 | 0.9 | 0.94 | 1.04 | 0.86 |
RSquared | NA | 0.88 | 0.9 | 0.89 | 0.89 | 0.89 | 0.75 | 0.93 | 0.86 | 0.93 | 0.85 | 0.88 | 0.88 | 0.95 | 0.93 | 0.94 | 0.93 | 0.89 | 0.91 | 0.88 |
Yield(%) | N/A | 2.7 | 3.1 | 3.2 | 3.6 | N/A | 0.9 | 3.3 | 4.0 | 3.4 | 3.2 | 3.7 | 4.4 | 3.8 | 3.2 | 4.8 | 4.1 | 4.3 | 3.9 | 0.6 |
Dividend Growth(%) | N/A | -18.2 | -24.2 | -23.1 | N/A | N/A | -72.7 | -8.3 | 0.0 | 1.7 | -13.2 | -19.0 | 16.7 | 20.0 | -31.8 | 17.3 | 4.2 | 0.0 | 500.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/1998
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