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VIRIX: Van Kampen In Retirement Strategy I (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/29/2008 |
Last Dividend Date: | 05/28/2010 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 08/03/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 10/29/2008 |
2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 6.7 | 11.7 | 0.7 | 18.2 | 2.1 |
Sharpe Ratio | NA | 1.4 | 1.53 | 0.23 | 2.51 | 0.88 |
Draw Down(%) | NA | 3.6 | 9.2 | 3.6 | 8.9 | 9.2 |
Standard Deviation(%) | NA | 4.7 | 7.6 | 4.6 | 7.2 | 14.9 |
Treynor Ratio | NA | 0.09 | 0.15 | 0.02 | 0.22 | 0.16 |
Alpha | NA | 0.0 | 0.0 | -0.01 | 0.02 | -0.03 |
Beta | NA | 0.71 | 0.78 | 0.6 | 0.81 | 0.81 |
RSquared | NA | 0.66 | 0.83 | 0.54 | 0.9 | 0.85 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2008
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