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VEGAX: Van Kampen Equity Growth A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/23/1998 |
Last Dividend Date: | 09/20/2006 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 08/03/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/23/1998 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 11.6 | -0.8 | 3.1 | -1.9 | 2.0 | -4.8 | 78.3 | -50.7 | 21.8 | 5.8 | 15.0 | 6.9 | 23.6 | -28.4 | -15.4 | -12.4 | 38.4 | 4.8 |
Sharpe Ratio | NA | 0.67 | -0.05 | 0.06 | -0.15 | 0.0 | -0.48 | 2.84 | -1.2 | 1.03 | 0.17 | 1.04 | 0.47 | 1.3 | -1.14 | -0.72 | -0.6 | 1.76 | 2.6 |
Draw Down(%) | NA | 14.2 | 61.2 | 61.2 | 62.7 | 62.8 | 14.2 | 16.2 | 59.7 | 11.1 | 14.4 | 10.1 | 12.8 | 12.6 | 34.7 | 34.1 | 25.8 | 11.1 | 5.4 |
Standard Deviation(%) | NA | 17.2 | 32.0 | 26.5 | 23.9 | 23.5 | 17.4 | 27.6 | 42.9 | 18.4 | 14.5 | 12.4 | 12.6 | 17.7 | 25.8 | 24.9 | 27.5 | 20.0 | 21.1 |
Treynor Ratio | NA | 0.17 | -0.01 | 0.01 | -0.04 | 0.0 | -0.14 | 0.73 | -0.47 | 0.18 | 0.02 | 0.13 | 0.07 | 0.25 | -0.37 | -0.26 | -0.22 | 0.38 | 0.61 |
Alpha | NA | 0.01 | -0.02 | -0.02 | -0.02 | 0.01 | -0.02 | 0.11 | -0.07 | 0.04 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 0.01 | 0.05 | -0.02 |
Beta | NA | 0.69 | 1.04 | 1.04 | 0.88 | 0.88 | 0.58 | 1.06 | 1.11 | 1.07 | 1.04 | 0.97 | 0.83 | 0.9 | 0.8 | 0.68 | 0.74 | 0.92 | 0.9 |
RSquared | NA | 0.64 | 0.87 | 0.87 | 0.86 | 0.87 | 0.53 | 0.9 | 0.93 | 0.91 | 0.86 | 0.84 | 0.91 | 0.97 | 0.96 | 0.92 | 0.87 | 0.92 | 0.94 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.5 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 5.0 | 4.4 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 50.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/23/1998
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