Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VBF (Invesco Van Kampen Bond Fund) | 2.97% | 0.88% | 3.26% | -0.41% | 4.23% | 4.17% | 5.30% | 3.18% |
Data as of 07/29/2025, AR inception is 12/21/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBF (Invesco Van Kampen Bond Fund) | 12/21/1982 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 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 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 0.88 | 3.26 | -0.41 | 4.23 | 4.17 | 5.30 | 3.18 | 2.97 | 6.98 | 2.30 | -17.76 | -2.61 | 12.84 | 30.90 | -11.15 | 13.35 | 10.12 | 0.58 | 12.16 | -11.61 | 9.71 | 20.28 | 3.78 | 21.81 | 4.81 | 0.72 | 9.10 | 1.05 | 5.04 | 3.80 | 2.51 | 16.62 | 20.74 | -21.81 | -3.31 | 10.67 | -4.46 | 17.16 | -17.28 | -0.61 | 1.24 | 20.15 | -4.29 | -13.04 | -3.59 | -13.47 | 11.56 | 16.11 | 1.36 | -2.00 | -1.32 |
| Sharpe Ratio | NA | -0.29 | 0.01 | -0.17 | 0.21 | NA | NA | 0.04 | 0.16 | 0.32 | -0.10 | -1.13 | -0.22 | 0.59 | 2.75 | -1.44 | 1.19 | 1.20 | 0.06 | 1.57 | -1.26 | 0.69 | 1.42 | 0.23 | 0.94 | 0.13 | -0.36 | 0.64 | -0.14 | 0.42 | 0.28 | 0.12 | 1.01 | 1.40 | -2.03 | -0.56 | 0.68 | -0.69 | 1.04 | -1.32 | -0.21 | -0.08 | 1.08 | -0.56 | -1.21 | -0.47 | -0.78 | 0.45 | 0.63 | -0.32 | -0.39 | -2.99 |
| Standard Deviation(%) | NA | 8.98 | 13.44 | 12.95 | 12.88 | NA | NA | 14.54 | 9.02 | 10.33 | 14.35 | 16.99 | 11.72 | 21.25 | 10.69 | 8.76 | 10.72 | 8.28 | 9.14 | 7.75 | 9.27 | 14.12 | 14.22 | 16.33 | 23.09 | 28.82 | 6.76 | 8.90 | 8.60 | 9.72 | 10.97 | 11.32 | 14.24 | 11.83 | 12.40 | 12.16 | 10.30 | 11.75 | 12.66 | 15.42 | 13.19 | 14.74 | 14.99 | 17.56 | 15.65 | 17.80 | 22.64 | 15.98 | 16.73 | 17.82 | 21.33 | 14.59 |
| Draw Down(%) | NA | 11.52 | 16.14 | 30.30 | 30.30 | NA | NA | 40.39 | 7.10 | 8.92 | 15.19 | 27.82 | 11.00 | 24.84 | 3.20 | 12.08 | 5.29 | 7.44 | 9.42 | 4.53 | 17.63 | 9.66 | 6.84 | 13.44 | 13.77 | 26.44 | 6.26 | 5.01 | 7.89 | 7.66 | 14.06 | 6.65 | 9.73 | 6.79 | 24.09 | 9.94 | 5.16 | 10.63 | 5.13 | 20.99 | 8.00 | 10.92 | 5.96 | 18.24 | 20.69 | 11.11 | 26.37 | 9.41 | 8.23 | 12.42 | 15.06 | 1.97 |
| Yield(%) | 0.00 | 5.39 | 5.07 | 4.87 | 5.60 | 5.39 | 6.03 | 3.47 | 3.17 | 5.57 | 5.07 | 3.68 | 5.77 | 7.48 | 6.18 | 4.52 | 5.44 | 4.78 | 5.15 | 7.80 | 5.55 | 7.35 | 7.35 | 5.28 | 5.58 | 6.88 | 5.33 | 5.61 | 5.49 | 5.91 | 6.28 | 6.56 | 5.77 | 8.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/29/2025, AR inception is 12/21/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBF (Invesco Van Kampen Bond Fund) |
-10.70%
Feb 1987 - Feb 1990 |
-5.44%
Sep 1985 - Sep 1990 |
-3.03%
Aug 1986 - Aug 1996 |
-1.61%
May 1985 - May 2000 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBF (Invesco Van Kampen Bond Fund) |
19.15%
Nov 2008 - Nov 2011 |
12.18%
Jul 2007 - Jul 2012 |
8.54%
Feb 2000 - Feb 2010 |
7.92%
Dec 2005 - Dec 2020 |
Annualized Rolling Returns Comparison Chart