Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACPDX (Invesco Van Kampen Capital Growth Y ) | NA | 30.22% | 3.57% | 7.89% | NA | NA | NA | 9.03% |
Data as of 06/07/2011, AR inception is 08/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACPDX (Invesco Van Kampen Capital Growth Y ) | 08/29/2005 | 06/07/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.22 | 3.57 | 7.89 | NA | NA | NA | 9.03 | 6.08 | 20.48 | 66.86 | -49.19 | 22.35 | 3.89 | 11.88 |
| Sharpe Ratio | NA | 1.87 | 0.10 | 0.23 | NA | NA | NA | 0.23 | 1.01 | 1.07 | 2.16 | -1.08 | 1.02 | 0.04 | 2.67 |
| Standard Deviation(%) | NA | 16.09 | 33.43 | 29.03 | NA | NA | NA | 27.14 | 14.54 | 18.98 | 30.96 | 46.19 | 19.10 | 14.66 | 13.65 |
| Draw Down(%) | NA | 9.44 | 57.27 | 60.45 | NA | NA | NA | 60.45 | 8.51 | 14.15 | 19.51 | 58.31 | 11.64 | 14.97 | 5.49 |
| Yield(%) | 0.00 | 0.00 | 0.06 | 0.05 | 0.03 | 0.02 | 0.01 | 0.05 | 0.00 | 0.00 | 0.00 | 0.18 | 0.00 | 0.00 | 0.00 |
Data as of 06/07/2011, AR inception is 08/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACPDX (Invesco Van Kampen Capital Growth Y ) |
-15.10%
Feb 2006 - Feb 2009 |
4.28%
Sep 2005 - Sep 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACPDX (Invesco Van Kampen Capital Growth Y ) |
7.23%
Mar 2008 - Mar 2011 |
7.61%
May 2006 - May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart