Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BBLAX (AIM Basic Balanced A) | NA | 18.15% | 0.13% | 0.83% | NA | NA | NA | 2.35% |
Data as of 06/07/2011, AR inception is 11/08/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBLAX (AIM Basic Balanced A) | 11/08/2004 | 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 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.15 | 0.13 | 0.83 | NA | NA | NA | 2.35 | 4.18 | 8.05 | 34.89 | -38.69 | 2.44 | 10.67 | 4.85 | 3.87 |
| Sharpe Ratio | NA | 1.69 | -0.02 | -0.02 | NA | NA | NA | 0.04 | 1.25 | 0.54 | 1.40 | -1.34 | -0.06 | 1.02 | 0.40 | 4.52 |
| Standard Deviation(%) | NA | 10.67 | 23.43 | 19.51 | NA | NA | NA | 17.22 | 7.96 | 14.74 | 24.81 | 29.42 | 9.97 | 7.27 | 6.70 | 6.20 |
| Draw Down(%) | NA | 7.32 | 48.28 | 53.78 | NA | NA | NA | 53.78 | 4.81 | 15.20 | 24.42 | 47.56 | 7.12 | 6.24 | 4.54 | 0.90 |
| Yield(%) | 0.00 | 1.12 | 1.77 | 2.02 | 1.58 | 1.05 | 0.79 | 2.63 | 0.00 | 1.58 | 2.12 | 2.87 | 2.39 | 2.26 | 1.54 | 3.08 |
Data as of 06/07/2011, AR inception is 11/08/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBLAX (AIM Basic Balanced A) |
-16.82%
Feb 2006 - Feb 2009 |
-1.82%
Jun 2005 - Jun 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBLAX (AIM Basic Balanced A) |
5.93%
Dec 2004 - Dec 2007 |
1.32%
Apr 2005 - Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart