Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 06/07/2011.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACHBX (Invesco Van Kampen Harbor A ) | NA | 21.00% | 6.60% | 6.94% | 4.22% | NA | NA | 7.72% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACHBX (Invesco Van Kampen Harbor A ) | 06/20/1996 | 06/07/2011 |
The return data shown below all have the same latest date: 06/07/2011.
AR inception is since 06/20/1996.
AR inception is since 06/20/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.00 | 6.60 | 6.94 | 4.22 | NA | NA | 7.72 | 1.66 | 18.81 | 42.21 | -29.90 | 7.50 | 11.15 | 0.45 | 9.74 | 18.66 | -11.48 | -14.45 | -1.50 | 49.22 | 7.55 | 17.04 | 7.42 |
| Sharpe Ratio | NA | 2.35 | 0.48 | 0.49 | 0.29 | NA | NA | 0.37 | 0.40 | 1.83 | 3.64 | -1.78 | 0.48 | 1.30 | -0.30 | 1.26 | 2.36 | -1.38 | -1.22 | -0.17 | 2.64 | 0.29 | 1.30 | 0.68 |
| Standard Deviation(%) | NA | 8.91 | 13.38 | 11.78 | 10.06 | NA | NA | 14.04 | 9.75 | 10.21 | 11.58 | 17.24 | 9.32 | 6.07 | 5.70 | 6.97 | 7.61 | 9.12 | 14.00 | 32.48 | 17.42 | 14.65 | 10.37 | 16.18 |
| Draw Down(%) | NA | 5.08 | 36.23 | 38.80 | 38.80 | NA | NA | 44.06 | 5.08 | 9.21 | 6.06 | 36.95 | 6.97 | 5.53 | 7.73 | 5.97 | 4.99 | 17.15 | 20.37 | 27.83 | 8.57 | 23.98 | 7.30 | 9.32 |
| Yield(%) | 0.00 | 3.00 | 2.61 | 3.07 | 2.73 | 6.13 | 4.60 | 6.57 | 0.00 | 3.88 | 3.26 | 2.59 | 3.26 | 3.47 | 3.36 | 3.13 | 1.81 | 3.13 | 5.88 | 12.07 | 10.94 | 8.61 | 16.37 | 8.85 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACHBX (Invesco Van Kampen Harbor A ) |
-13.81%
Feb 2000 - Feb 2003 |
-4.03%
Feb 2000 - Feb 2005 |
-0.08%
Feb 2000 - Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACHBX (Invesco Van Kampen Harbor A ) |
29.10%
Mar 1997 - Mar 2000 |
12.86%
Jul 1996 - Jul 2001 |
7.85%
Apr 1997 - Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart