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VGTIX: Van Kampen Global Tactical Asset Allc I (MUTUAL FUND)
Basic Info
Asset Class: | World Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/30/2008 |
Last Dividend Date: | 12/17/2010 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 12/09/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 12/30/2008 |
2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -12.3 | 3.9 | -14.2 | 9.7 | 18.6 | 0.2 |
Sharpe Ratio | NA | -0.51 | 0.21 | -0.68 | 0.79 | 1.14 | NA |
Draw Down(%) | NA | 21.0 | 21.0 | 21.0 | 10.6 | 19.0 | 0.0 |
Standard Deviation(%) | NA | 24.4 | 17.8 | 22.0 | 12.2 | 16.2 | 0.0 |
Treynor Ratio | NA | -0.19 | 0.04 | -0.23 | 0.09 | 0.16 | 0.0 |
Alpha | NA | -0.06 | -0.02 | -0.05 | 0.0 | -0.02 | NA |
Beta | NA | 0.66 | 0.93 | 0.67 | 1.07 | 1.13 | NA |
RSquared | NA | 0.18 | 0.51 | 0.23 | 0.89 | 0.94 | 0.0 |
Yield(%) | N/A | 8.1 | N/A | 0.0 | 8.6 | 7.0 | 0.0 |
Dividend Growth(%) | N/A | 36.1 | N/A | -100.0 | 36.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2008
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