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VREIX: Van Kampen 2030 Retirement Strategy I (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2026-2030 |
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 | 7.4 | 14.1 | -2.9 | 29.4 | 0.4 |
Sharpe Ratio | NA | 0.54 | 0.54 | -0.41 | 1.17 | 0.04 |
Draw Down(%) | NA | 10.1 | 28.0 | 10.1 | 23.8 | 24.5 |
Standard Deviation(%) | NA | 13.4 | 26.0 | 12.2 | 25.0 | 52.8 |
Treynor Ratio | NA | 0.11 | 0.15 | -0.1 | 0.28 | 0.02 |
Alpha | NA | -0.01 | -0.02 | -0.03 | 0.0 | -0.02 |
Beta | NA | 0.69 | 0.97 | 0.52 | 1.05 | 1.04 |
RSquared | NA | 0.68 | 0.91 | 0.56 | 0.96 | 0.98 |
Yield(%) | N/A | 6.0 | N/A | 3.4 | 2.7 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | 63.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2008
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