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VEPCX: Van Kampen Equity Premium Income C (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/28/2006 |
Last Dividend Date: | 08/19/2010 |
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 06/28/2006 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 18.2 | 0.0 | 1.6 | 5.4 | 4.8 | 36.4 | -37.5 | 4.7 | 9.9 |
Sharpe Ratio | NA | 1.5 | -0.01 | 0.02 | 1.21 | 0.29 | 1.56 | -1.06 | 0.12 | 2.34 |
Draw Down(%) | NA | 8.0 | 45.5 | 51.0 | 5.7 | 14.3 | 21.3 | 46.8 | 8.7 | 2.1 |
Standard Deviation(%) | NA | 12.1 | 26.1 | 22.0 | 10.6 | 16.1 | 23.2 | 36.1 | 13.8 | 7.2 |
Treynor Ratio | NA | 0.26 | 0.0 | 0.0 | 0.18 | 0.06 | 0.44 | -0.45 | 0.02 | 0.23 |
Alpha | NA | 0.0 | -0.03 | -0.02 | 0.03 | -0.03 | 0.04 | -0.03 | 0.0 | -0.01 |
Beta | NA | 0.71 | 0.84 | 0.84 | 0.7 | 0.83 | 0.82 | 0.85 | 0.85 | 0.73 |
RSquared | NA | 0.77 | 0.92 | 0.92 | 0.69 | 0.89 | 0.94 | 0.93 | 0.95 | 0.87 |
Yield(%) | N/A | 0.8 | 3.0 | N/A | 0.0 | 2.1 | 6.8 | 5.1 | 6.8 | 2.5 |
Dividend Growth(%) | N/A | -85.0 | N/A | N/A | -100.0 | -60.5 | -18.9 | -27.4 | 192.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2006
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