Find A Portfolio/Ticker
Comparison Box
VKMTX: Van Kampen Insured Tax-Free Inc A (MUTUAL FUND)
Basic Info
Asset Class: | Muni National Long |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 04/29/2011 |
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 | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.4 | 3.2 | 1.7 | 3.1 | 4.0 | 4.0 | 3.2 | 1.1 | 16.3 | -11.8 | -2.6 | 4.7 | 3.5 | 3.9 | 3.3 | 9.5 | 3.9 | 13.2 | -5.0 | 5.7 | 8.2 | 6.9 |
Sharpe Ratio | NA | 0.34 | 0.56 | 0.11 | 0.41 | NA | -0.2 | 2.16 | 0.28 | 3.89 | -1.47 | -1.71 | 0.66 | 0.55 | 0.75 | 0.64 | 2.44 | 0.51 | 3.16 | -2.58 | 0.73 | -13.29 | 2.32 |
Draw Down(%) | NA | 7.9 | 14.7 | 19.2 | 19.2 | NA | 19.2 | 2.9 | 6.5 | 3.6 | 18.1 | 6.5 | 1.7 | 2.8 | 6.1 | 6.2 | 4.0 | 4.0 | 3.5 | 7.4 | 2.3 | 2.8 | 2.3 |
Standard Deviation(%) | NA | 3.8 | 5.4 | 5.0 | 4.3 | NA | 4.0 | 3.0 | 3.4 | 4.2 | 8.6 | 3.3 | 2.2 | 2.4 | 3.9 | 4.0 | 3.4 | 3.1 | 2.9 | 3.2 | 3.2 | 3.5 | 4.3 |
Treynor Ratio | NA | 0.01 | 0.03 | 0.0 | 0.02 | NA | -0.01 | 0.07 | 0.01 | 0.15 | -0.1 | -0.06 | 0.02 | 0.02 | 0.03 | 0.03 | 0.1 | 0.02 | 0.1 | -0.08 | 0.02 | -0.46 | 0.12 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.03 | 1.16 | 1.14 | 1.02 | NA | 1.01 | 0.93 | 1.06 | 1.08 | 1.25 | 0.95 | 0.77 | 0.82 | 0.9 | 0.89 | 0.86 | 0.93 | 0.94 | 1.01 | 0.99 | 1.03 | 0.85 |
RSquared | NA | 0.92 | 0.93 | 0.91 | 0.89 | NA | 0.9 | 0.81 | 0.95 | 0.89 | 0.95 | 0.74 | 0.89 | 0.88 | 0.95 | 0.88 | 0.93 | 0.94 | 0.91 | 0.88 | 0.93 | 0.92 | 0.89 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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 Muni National Long Asset Class Trend Rankings |
Top Rated Funds in Muni National Long
Best Mutual Funds
- VWLTX (VANGUARD LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES) (73%)
- GTFHX (MADISON TAX-FREE NATIONAL FUND TAX-FREE NATIONAL FUND CLASS Y) (72%)
- NOTEX (NORTHERN TAX-EXEMPT FUND NORTHERN TAX-EXEMPT FUND) (72%)
- ELFTX (ELFUN TAX EXEMPT INCOME FUND ELFUN TAX EXEMPT INCOME FUND) (71%)
- TMBIX (THRIVENT MUNICIPAL BOND FUND CLASS S) (71%)
- SCMBX (DEUTSCHE MANAGED MUNICIPAL BOND FUND CLASS S) (70%)
- SMLIX (DEUTSCHE MANAGED MUNICIPAL BOND FUND INSTITUTIONAL CLASS) (70%)
- TMUUX (MUNICIPAL BOND FUND MUNICIPAL BOND FUND) (69%)
- FTABX (FIDELITY TAX-FREE BOND FUND FIDELITY TAX-FREE BOND FUND) (68%)
- VWLUX (VANGUARD LONG-TERM TAX-EXEMPT FUND ADMIRAL SHARES) (68%)
Best ETFs
- PZA (Invesco National AMT-Free Municipal Bond ETF) (74%)
- MLN (VanEck Long Muni ETF) (74%)
- XMPT (VanEck CEF Municipal Income ETF) (13%)
Best Closed End Funds
- AFB (AllianceBernstein National Municipal Income Fund) (100%)
- BYM (BlackRock Municipal Income Quality Closed Fund) (99%)
- BKN (BlackRock Investment Quality Municipal Closed Fund) (99%)
- MUI (BlackRock Muni Intermediate Duration Closed Fund) (98%)
- BFK (BlackRock Municipal Income Closed Fund) (98%)
- BLE (BlackRock MIT II) (97%)
- MUE (BlackRock MuniHoldings Quality Closed Fund II) (97%)
- MHD (BlackRock MuniHoldings Closed Fund) (96%)
- MVF (MuniVest Fund Inc) (95%)
- MVT (BlackRock MuniVest Fund II) (95%)