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VKAIX: Van Kampen Asset Allocation Growth I (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 | 21.8 | 3.8 | 3.8 | 2.5 | 13.2 | 38.6 | -37.6 | 11.2 | 7.1 |
Sharpe Ratio | NA | 1.98 | 0.15 | 0.13 | 0.52 | 0.91 | 1.65 | -1.15 | 0.61 | 4.42 |
Draw Down(%) | NA | 5.1 | 43.3 | 51.9 | 4.6 | 11.1 | 21.2 | 48.2 | 8.8 | 1.2 |
Standard Deviation(%) | NA | 11.0 | 24.7 | 21.2 | 9.6 | 14.5 | 23.3 | 33.5 | 13.5 | 6.2 |
Treynor Ratio | NA | 0.21 | 0.02 | 0.02 | 0.06 | 0.1 | 0.24 | -0.25 | 0.05 | 0.23 |
Alpha | NA | 0.0 | -0.03 | -0.03 | -0.01 | 0.0 | 0.01 | -0.03 | -0.04 | 0.0 |
Beta | NA | 1.03 | 1.49 | 1.49 | 0.86 | 1.28 | 1.58 | 1.56 | 1.54 | 1.23 |
RSquared | NA | 0.82 | 0.9 | 0.88 | 0.71 | 0.94 | 0.88 | 0.89 | 0.85 | 0.68 |
Yield(%) | N/A | 3.1 | 2.4 | N/A | 0.0 | 2.9 | 2.3 | 2.6 | 1.7 | 1.5 |
Dividend Growth(%) | N/A | 75.0 | N/A | N/A | -100.0 | 75.0 | -46.7 | 66.7 | 20.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2006
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