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VRBIX: Van Kampen 2015 Retirement Strategy I (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2011-2015 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/29/2008 |
Last Dividend Date: | 05/27/2010 |
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 | 8.8 | 14.8 | -0.4 | 26.9 | 0.8 |
Sharpe Ratio | NA | 0.99 | 0.86 | -0.1 | 1.64 | 0.14 |
Draw Down(%) | NA | 6.3 | 19.4 | 6.3 | 16.4 | 18.1 |
Standard Deviation(%) | NA | 8.9 | 17.1 | 7.9 | 16.4 | 35.0 |
Treynor Ratio | NA | 0.14 | 0.17 | -0.02 | 0.28 | 0.05 |
Alpha | NA | 0.0 | 0.0 | -0.02 | 0.02 | -0.05 |
Beta | NA | 0.64 | 0.88 | 0.48 | 0.95 | 0.95 |
RSquared | NA | 0.67 | 0.9 | 0.54 | 0.95 | 0.97 |
Yield(%) | N/A | 9.3 | N/A | 6.6 | 2.5 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | 232.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2008
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