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VRDIX: Van Kampen 2025 Retirement Strategy I (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2021-2025 |
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 | 8.2 | 13.4 | -1.9 | 26.3 | 0.8 |
Sharpe Ratio | NA | 0.69 | 0.59 | -0.32 | 1.19 | 0.1 |
Draw Down(%) | NA | 8.7 | 25.5 | 8.7 | 21.9 | 22.2 |
Standard Deviation(%) | NA | 11.8 | 22.8 | 10.7 | 22.1 | 46.0 |
Treynor Ratio | NA | 0.12 | 0.14 | -0.07 | 0.26 | 0.05 |
Alpha | NA | -0.01 | -0.02 | -0.02 | 0.0 | -0.03 |
Beta | NA | 0.67 | 0.94 | 0.51 | 1.02 | 1.0 |
RSquared | NA | 0.67 | 0.9 | 0.55 | 0.96 | 0.98 |
Yield(%) | N/A | 6.7 | N/A | 4.1 | 2.6 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | 100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2008
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