Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LCGAX (AIM Large Cap Growth A) NA -5.43% 5.44% 3.43% 2.00% NA NA
Data as of 11/20/2014, Common starting date is 01/19/2000
More Performance Analytics Comparison
Name Start Date End Date
LCGAX (AIM Large Cap Growth A) 01/19/2000 11/20/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) 0.00 -5.43 5.44 3.43 2.00 NA NA -9.98 30.11 -19.22 3.16 17.06 25.02 -38.06 15.49 8.09 6.94 8.87 29.32 -26.46 -36.13 5.85
Sharpe Ratio NA -0.39 -0.10 0.18 0.05 NA NA -0.77 2.52 -0.35 4.88 0.94 1.12 -1.07 0.72 0.35 0.40 0.60 1.64 -1.21 -1.26 0.04
Standard Deviation(%) NA 13.96 19.14 18.59 20.62 NA NA 14.43 11.92 30.18 12.00 18.03 22.21 36.24 17.33 13.40 11.80 13.26 17.49 22.90 31.06 43.09
Draw Down(%) NA 11.55 27.12 27.88 50.33 NA NA 11.55 7.39 27.12 2.88 15.14 20.12 47.32 10.69 13.45 8.22 11.30 9.09 30.41 48.70 32.10
Yield(%) 0.00 4.10 1.91 1.19 0.61 0.28 0.21 0.00 4.95 0.69 0.00 0.00 0.19 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/20/2014, Common starting date is 01/19/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCGAX (AIM Large Cap Growth A) -25.99%
Mar 2000 – Mar 2003
-13.43%
Aug 2000 – Aug 2005
-7.22%
Aug 2000 – Aug 2010
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCGAX (AIM Large Cap Growth A) 17.41%
Jan 2003 – Jan 2006
13.45%
Dec 2002 – Dec 2007
6.41%
Dec 2003 – Dec 2013
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return