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VTFBX: Van Kampen Technology B (MUTUAL FUND)
Basic Info
Asset Class: | Technology |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/10/1999 |
Last Dividend Date: | 04/30/2010 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 06/07/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/10/1999 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 29.9 | 0.4 | 3.1 | -4.4 | -5.1 | 7.6 | 6.7 | 47.1 | -44.2 | 15.1 | -1.2 | 8.2 | 9.4 | 55.3 | -49.5 | -64.8 | -26.5 | 110.1 |
Sharpe Ratio | NA | 1.45 | 0.01 | 0.07 | -0.19 | -0.18 | 1.0 | 0.28 | 1.91 | -1.16 | 0.65 | -0.3 | 0.45 | 0.43 | 1.82 | -1.02 | -1.14 | -0.44 | 17.64 |
Draw Down(%) | NA | 15.1 | 48.4 | 55.7 | 72.4 | 93.0 | 11.3 | 25.0 | 15.6 | 52.0 | 11.4 | 20.2 | 12.8 | 21.3 | 15.4 | 60.8 | 75.8 | 59.5 | 7.7 |
Standard Deviation(%) | NA | 20.7 | 29.6 | 26.0 | 29.8 | 37.0 | 18.7 | 23.4 | 24.6 | 39.0 | 18.7 | 15.2 | 13.4 | 19.8 | 29.9 | 49.4 | 59.5 | 69.0 | 31.0 |
Treynor Ratio | NA | 0.27 | 0.0 | 0.02 | -0.06 | -0.07 | 0.18 | 0.06 | 0.55 | -0.48 | 0.12 | -0.05 | 0.06 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | -0.05 | -0.05 | -0.07 | -0.04 | 0.06 | -0.03 | -0.01 | -0.02 | 0.0 | -0.04 | 0.02 | 0.04 | NA | NA | NA | NA | NA |
Beta | NA | 1.11 | 0.95 | 0.95 | 0.95 | 0.95 | 1.04 | 1.12 | 0.86 | 0.94 | 1.02 | 0.93 | 0.95 | 0.91 | NA | NA | NA | NA | NA |
RSquared | NA | 0.86 | 0.94 | 0.94 | 0.42 | 0.23 | 0.75 | 0.92 | 0.96 | 0.97 | 0.94 | 0.93 | 0.88 | 0.75 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/10/1999
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