Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IFSAX (AIM Financial Services A) | NA | 17.08% | -9.97% | -12.85% | NA | NA | NA | -4.94% |
Data as of 06/07/2011, AR inception is 04/24/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFSAX (AIM Financial Services A) | 04/24/2002 | 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 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.08 | -9.97 | -12.85 | NA | NA | NA | -4.94 | 2.53 | 10.53 | 27.45 | -60.20 | -23.16 | 16.36 | 5.24 | 8.39 | 29.54 | -16.57 |
| Sharpe Ratio | NA | 0.84 | -0.21 | -0.31 | NA | NA | NA | -0.17 | 0.40 | 0.41 | 0.48 | -0.83 | -1.10 | 1.17 | 0.26 | 0.41 | 1.62 | -0.80 |
| Standard Deviation(%) | NA | 20.34 | 53.92 | 44.84 | NA | NA | NA | 35.53 | 14.95 | 25.26 | 57.21 | 73.13 | 23.94 | 11.26 | 11.65 | 18.34 | 17.80 | 30.17 |
| Draw Down(%) | NA | 10.97 | 74.15 | 84.61 | NA | NA | NA | 84.61 | 8.31 | 21.40 | 50.54 | 70.94 | 29.84 | 8.63 | 10.03 | 11.58 | 15.92 | 29.66 |
| Yield(%) | 0.00 | 0.00 | 3.22 | 6.01 | 5.35 | 3.57 | 2.67 | 5.94 | 0.00 | 0.00 | 3.32 | 6.61 | 11.99 | 13.05 | 11.42 | 9.24 | 1.30 | 0.13 |
Data as of 06/07/2011, AR inception is 04/24/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFSAX (AIM Financial Services A) |
-40.25%
Feb 2006 - Feb 2009 |
-25.05%
Feb 2004 - Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFSAX (AIM Financial Services A) |
17.11%
Feb 2003 - Feb 2006 |
11.05%
Sep 2002 - Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart