Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPRTX (Van Kampen Senior Loan Fund Class I) | -2.14% | 0.69% | 4.67% | 6.01% | 5.81% | 5.33% | 4.21% | … | … |
Data as of 06/04/2026, Common starting date is 11/22/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPRTX (Van Kampen Senior Loan Fund Class I) | 11/22/1989 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 0.69 | 4.67 | 6.01 | 5.81 | 5.33 | 4.21 | … | … | -2.14 | 4.67 | 5.57 | 10.96 | 5.12 | 13.29 | -1.07 | 7.87 | -0.02 | 5.67 | 15.16 | -4.75 | 1.73 | 9.13 | 13.46 | 2.53 | 11.44 | 61.05 | -46.81 | 0.18 | 7.12 | 4.11 | 7.54 | 15.08 | -5.73 | -1.10 | -0.15 | 4.28 | 6.62 | 6.89 | 6.81 | 7.97 | 6.53 | 6.32 | 6.74 | 8.69 | 10.09 | 2.50 |
| Sharpe Ratio | NA | -0.60 | 0.55 | 0.82 | 0.89 | NA | NA | … | … | -3.43 | 0.47 | 0.72 | 1.99 | 0.57 | 3.67 | -0.12 | 2.05 | -0.56 | 2.55 | 4.52 | -1.81 | 0.63 | 3.89 | 5.13 | 0.67 | 4.37 | 11.67 | -4.96 | -1.02 | 1.72 | 1.07 | 3.85 | 6.42 | -3.22 | -1.37 | -1.60 | 0.44 | 1.49 | 1.64 | 1.53 | 1.71 | 1.84 | 2.41 | 2.21 | 2.03 | 1.64 | 4.41 |
| Standard Deviation(%) | NA | 2.76 | 3.19 | 4.23 | 4.81 | NA | NA | … | … | 2.27 | 3.79 | 2.71 | 3.69 | 6.50 | 3.61 | 10.63 | 3.13 | 2.50 | 1.98 | 3.31 | 2.64 | 2.73 | 2.34 | 2.64 | 3.76 | 2.60 | 5.22 | 9.60 | 2.91 | 2.16 | 1.73 | 1.70 | 2.24 | 2.14 | 2.65 | 2.73 | 2.09 | 2.11 | 1.95 | 2.04 | 2.33 | 1.87 | 1.72 | 1.91 | 2.34 | 2.78 | 5.09 |
| Draw Down(%) | NA | 2.67 | 3.87 | 5.74 | 23.29 | NA | NA | … | … | 2.60 | 3.87 | 0.86 | 2.39 | 5.74 | 1.22 | 23.29 | 2.32 | 6.12 | 0.75 | 4.55 | 8.18 | 4.29 | 1.46 | 1.95 | 6.97 | 3.39 | 4.60 | 47.38 | 4.48 | 0.44 | 0.77 | 0.84 | 1.03 | 8.63 | 3.27 | 3.33 | 0.71 | 0.70 | 0.20 | 0.30 | 0.30 | 0.20 | 0.10 | 0.40 | 0.20 | 0.10 | 0.10 |
| Yield(%) | 0.06 | 4.38 | 6.45 | 8.57 | 6.88 | 6.17 | 4.78 | … | … | 0.65 | 6.74 | 7.24 | 8.94 | 15.56 | 9.63 | 2.40 | 5.09 | 5.04 | 4.51 | 5.94 | 5.28 | 5.21 | 6.54 | 6.42 | 4.97 | 5.00 | 8.22 | 6.65 | 7.39 | 7.10 | 4.49 | 3.31 | 2.19 | 1.57 | 6.17 | 7.45 | 6.39 | 6.82 | 6.87 | 6.99 | 7.96 | 6.43 | 5.84 | 6.23 | 8.16 | 9.94 | 2.49 |
Data as of 06/04/2026, Common starting date is 11/22/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPRTX (Van Kampen Senior Loan Fund Class I) |
-17.05%
Dec 2005 – Dec 2008 |
-8.57%
Dec 2003 – Dec 2008 |
-3.31%
Dec 1998 – Dec 2008 |
0.00%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPRTX (Van Kampen Senior Loan Fund Class I) |
22.54%
Dec 2008 – Dec 2011 |
17.91%
Dec 2008 – Dec 2013 |
10.39%
Dec 2008 – Dec 2018 |
9.29%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart