Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSFSX (AIM Financial Services Inv) | NA | 17.08% | -9.89% | -12.81% | -5.01% | 2.03% | 6.83% | … | … |
Data as of 06/07/2011, Common starting date is 10/20/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSFSX (AIM Financial Services Inv) | 10/20/1986 | 06/07/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.08 | -9.89 | -12.81 | -5.01 | 2.03 | 6.83 | … | … | 2.51 | 10.91 | 27.38 | -60.21 | -23.16 | 16.34 | 5.30 | 8.51 | 29.48 | -15.56 | -10.20 | 21.62 | 0.89 | 4.74 | 44.60 | 37.03 | 39.84 | -5.89 | 18.40 | 33.79 | 75.22 | -6.28 | 36.91 | 3.54 | -10.02 | -4.78 |
| Sharpe Ratio | NA | 0.83 | -0.20 | -0.31 | -0.19 | NA | NA | … | … | 0.39 | 0.43 | 0.48 | -0.84 | -1.10 | 1.16 | 0.26 | 0.41 | 1.61 | -0.62 | -0.59 | 0.57 | -0.10 | 0.05 | 2.16 | 2.08 | 3.94 | -0.94 | 1.27 | 2.15 | 3.74 | -0.79 | 2.87 | -0.12 | -0.67 | -2.25 |
| Standard Deviation(%) | NA | 20.36 | 53.93 | 44.86 | 34.46 | NA | NA | … | … | 14.95 | 25.14 | 57.40 | 73.07 | 23.91 | 11.23 | 11.63 | 18.41 | 17.85 | 27.07 | 21.89 | 30.55 | 23.77 | 26.08 | 18.84 | 15.90 | 9.10 | 9.55 | 12.69 | 14.41 | 18.96 | 14.84 | 10.77 | 10.93 | 21.16 | 11.45 |
| Draw Down(%) | NA | 11.13 | 74.20 | 84.64 | 84.64 | NA | NA | … | … | 8.24 | 21.22 | 50.69 | 70.93 | 29.83 | 8.59 | 10.01 | 11.53 | 15.96 | 30.40 | 25.68 | 16.79 | 23.68 | 33.00 | 13.42 | 9.32 | 4.53 | 11.50 | 12.06 | 8.71 | 10.37 | 25.20 | 8.76 | 10.82 | 28.58 | 6.32 |
| Yield(%) | 0.00 | 0.00 | 3.26 | 6.00 | 5.26 | 8.69 | 14.59 | … | … | 0.00 | 0.34 | 3.30 | 6.57 | 11.91 | 12.98 | 11.41 | 9.29 | 0.82 | 0.18 | 5.41 | 0.31 | 9.34 | 0.89 | 17.76 | 18.60 | 9.76 | 2.17 | 26.41 | 13.64 | 3.83 | 0.29 | 12.18 | 1.83 | 2.55 | 0.33 |
Data as of 06/07/2011, Common starting date is 10/20/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSFSX (AIM Financial Services Inv) |
-40.26%
Feb 2006 – Feb 2009 |
-25.04%
Feb 2004 – Feb 2009 |
-11.15%
Feb 1999 – Feb 2009 |
-1.26%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSFSX (AIM Financial Services Inv) |
49.25%
Sep 1990 – Sep 1993 |
32.12%
Sep 1990 – Sep 1995 |
27.17%
Oct 1990 – Oct 2000 |
17.88%
Feb 1989 – Feb 2004 |
Annualized Rolling Returns Comparison Chart