Find A Portfolio/Ticker
Comparison Box
VKABX: Van Kampen Asset Allocation Growth B (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 | - |
Sign up to get fund ranking change alerts |
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 | 20.9 | 2.8 | 2.8 | 2.2 | 12.1 | 37.2 | -38.2 | 10.2 | 6.6 |
Sharpe Ratio | NA | 1.92 | 0.11 | 0.08 | 0.46 | 0.84 | 1.59 | -1.17 | 0.54 | 4.02 |
Draw Down(%) | NA | 5.2 | 43.6 | 52.5 | 4.7 | 11.3 | 21.3 | 48.7 | 8.9 | 1.2 |
Standard Deviation(%) | NA | 10.8 | 24.7 | 21.2 | 9.7 | 14.3 | 23.3 | 33.5 | 13.5 | 6.2 |
Treynor Ratio | NA | 0.2 | 0.02 | 0.01 | 0.05 | 0.09 | 0.23 | -0.25 | 0.05 | 0.21 |
Alpha | NA | 0.0 | -0.03 | -0.03 | -0.01 | 0.0 | 0.01 | -0.04 | -0.05 | -0.01 |
Beta | NA | 1.04 | 1.49 | 1.49 | 0.86 | 1.28 | 1.59 | 1.55 | 1.54 | 1.21 |
RSquared | NA | 0.83 | 0.9 | 0.88 | 0.72 | 0.95 | 0.89 | 0.89 | 0.85 | 0.66 |
Yield(%) | N/A | 0.9 | 1.3 | N/A | 0.0 | 0.8 | 1.3 | 2.1 | 1.1 | 1.3 |
Dividend Growth(%) | N/A | -11.1 | N/A | N/A | -100.0 | -11.1 | -62.5 | 100.0 | -7.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
Top Rated Funds in World Allocation
Best Mutual Funds
- IVAEX (IVY ASSET STRATEGY FUND CLASS I) (99%)
- PAUIX (PIMCO ALL ASSET ALL AUTHORITY FUND INSTITUTIONAL) (97%)
- PAAIX (ALL ASSET FUND INSTITUTIONAL) (96%)
- PATRX (PIMCO ALL ASSET FUND R) (95%)
- WARCX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS C) (94%)
- RSSCX (COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS C) (93%)
- PALPX (PIMCO ALL ASSET FUND CLASS P) (92%)
- JSPCX (JANUS GLOBAL ALLOCATION FUND - CONSERVATIVE CLASS T) (92%)
- GBMFX (GMO BENCHMARK-FREE ALLOCATION FUND CLASS III) (92%)
- GBATX (GMO STRATEGIC OPPORTUNITIES ALLOCATION FUND CLASS III) (91%)
Best ETFs
- RLY (SPDR® SSgA Multi-Asset Real Return ETF) (44%)
- INKM (SPDR® SSgA Income Allocation ETF) (43%)
- GAL (SPDR® SSgA Global Allocation ETF) (43%)
- GYLD (Arrow Dow Jones Global Yield ETF) (42%)
- GMOM (Cambria Global Momentum ETF) (2%)
- GAA (Cambria Global Asset Allocation ETF) (1%)
Best Closed End Funds
- CHW (Calamos Global Dynamic Income Closed Fund) (100%)
- CGO (Calamos Global Total Return Closed Fund) (100%)
- RCG (RENN Fund Inc) (99%)