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ACNRX: AIM Conservative Allocation R (MUTUAL FUND)
Basic Info
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/17/2004 |
| Last Dividend Date: | 12/17/2010 |
| 12-Mo. Yield | 2.23% |
| Expenses | - |
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Performance Analytics (As of 07/01/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/17/2004 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 8.9 | 2.2 | 2.8 | 3.1 | 1.9 | 7.1 | 11.9 | -14.6 | 4.5 | 6.6 | 3.2 | 3.6 |
| Sharpe Ratio | NA | 2.09 | 0.34 | 0.31 | 0.32 | 0.88 | 1.63 | 2.24 | -1.97 | 0.41 | 1.07 | 0.15 | 2.27 |
| Draw Down(%) | NA | 2.0 | 18.1 | 20.7 | 20.7 | 2.0 | 3.5 | 7.1 | 18.1 | 2.3 | 2.4 | 5.3 | 1.3 |
| Standard Deviation(%) | NA | 4.2 | 6.1 | 5.2 | 5.2 | 4.2 | 4.3 | 5.3 | 7.9 | 3.6 | 3.1 | 6.9 | 2.5 |
| Treynor Ratio | NA | 0.13 | 0.04 | 0.03 | 0.03 | 0.05 | 0.1 | 0.23 | -0.3 | 0.03 | 0.05 | 0.02 | 0.11 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | -0.04 | 0.0 | -0.01 | 0.0 | 0.0 |
| Beta | NA | 0.69 | 0.54 | 0.55 | 0.55 | 0.74 | 0.68 | 0.51 | 0.52 | 0.55 | 0.63 | 0.65 | 0.51 |
| RSquared | NA | 0.57 | 0.75 | 0.75 | 0.61 | 0.45 | 0.79 | 0.77 | 0.79 | 0.74 | 0.75 | 0.2 | 0.67 |
| Yield(%) | N/A | 2.2 | 3.1 | 3.8 | N/A | 0.0 | 2.2 | 3.3 | 4.5 | 5.4 | 4.4 | 2.4 | 0.9 |
| Dividend Growth(%) | N/A | -27.5 | -24.2 | N/A | N/A | -100.0 | -27.5 | -40.5 | -16.5 | 25.2 | 83.9 | 161.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/17/2004
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
Top Rated Funds in Conservative Allocation
Best Mutual Funds
- PMCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE ADVISOR CLASS) (100%)
- EXDAX (PRO-BLEND(R) CONSERVATIVE TERM SERIES PRO-BLEND(R) CONSERVATIVE TERM SERIES CLASS S) (99%)
- EXBAX (PRO-BLEND(R) MODERATE TERM SERIES PRO-BLEND(R) MODERATE TERM SERIES CLASS S) (98%)
- TEBRX (THE TEBERG FUND THE TEBERG FUND) (98%)
- KMDNX (KINETICS MULTI-DISCIPLINARY INCOME FUND NO LOAD) (98%)
- PRPFX (PERMANENT PORTFOLIO CLASS I) (97%)
- AONIX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE INVESTOR CLASS) (97%)
- BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) (96%)
- NIPAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS Z) (96%)
- EKSCX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS C) (96%)
Best ETFs
- AOK (iShares Core Conservative Allocation ETF) (83%)
- AOM (iShares Core Moderate Allocation ETF) (82%)
- PCEF (Invesco CEF Income Composite ETF) (28%)
- IYLD (iShares Morningstar Multi-Asset Income ETF) (26%)
Best Closed End Funds
- CSQ (Calamos Strategic Total Return Closed Fund) (100%)
- FOF (Cohen & Steers Closed End Opportunity Closed Fund) (99%)
- FT (Franklin Universal Closed Fund) (99%)
- PDT (John Hancock Premium Dividend Fund) (99%)
- TPZ (Tortoise Power and Energy Infrastructure Fund) (26%)
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