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VKAAX: Van Kampen Asset Allocation Growth A (MUTUAL FUND)
Basic Info
Asset Class: | World Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/28/2006 |
Last Dividend Date: | 12/17/2010 |
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 | Since 09/28/2006 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 21.7 | 3.5 | 3.6 | 2.5 | 12.9 | 38.1 | -37.7 | 11.0 | 7.0 |
Sharpe Ratio | NA | 2.01 | 0.14 | 0.12 | 0.52 | 0.89 | 1.63 | -1.15 | 0.59 | 4.32 |
Draw Down(%) | NA | 5.1 | 43.4 | 52.0 | 4.7 | 11.2 | 21.3 | 48.4 | 8.8 | 1.2 |
Standard Deviation(%) | NA | 10.8 | 24.7 | 21.2 | 9.6 | 14.4 | 23.3 | 33.6 | 13.5 | 6.3 |
Treynor Ratio | NA | 0.21 | 0.02 | 0.02 | 0.06 | 0.1 | 0.24 | -0.25 | 0.05 | 0.22 |
Alpha | NA | 0.0 | -0.03 | -0.03 | -0.01 | 0.0 | 0.01 | -0.03 | -0.05 | 0.0 |
Beta | NA | 1.02 | 1.49 | 1.49 | 0.84 | 1.28 | 1.59 | 1.56 | 1.55 | 1.25 |
RSquared | NA | 0.81 | 0.9 | 0.88 | 0.67 | 0.95 | 0.9 | 0.89 | 0.85 | 0.7 |
Yield(%) | N/A | 2.6 | 2.1 | N/A | 0.0 | 2.4 | 2.0 | 2.5 | 1.6 | 1.4 |
Dividend Growth(%) | N/A | 64.3 | N/A | N/A | -100.0 | 64.3 | -51.7 | 70.6 | 21.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2006
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