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IDYAX: Invesco Dynamics A (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/29/2002 |
| Last Dividend Date: | 12/07/2012 |
| 12-Mo. Yield | 1.05% |
| Expenses | 1.11% |
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Performance Analytics (As of 07/12/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/29/2002 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.3 | 30.4 | 18.9 | 8.3 | 8.7 | 7.0 | 20.2 | 12.9 | -1.7 | 23.5 | 42.9 | -47.1 | 12.4 | 16.5 | 10.4 | 12.0 | 38.3 | -23.5 |
| Sharpe Ratio | NA | 2.11 | 0.86 | 0.28 | 0.32 | 0.24 | 2.85 | 0.78 | -0.06 | 1.04 | 1.43 | -1.15 | 0.53 | 0.87 | 0.65 | 0.74 | 1.9 | -0.97 |
| Draw Down(%) | NA | 7.8 | 27.8 | 50.7 | 59.5 | 59.5 | 6.9 | 13.2 | 27.8 | 18.9 | 22.3 | 57.0 | 14.1 | 14.5 | 9.1 | 14.9 | 12.4 | 37.1 |
| Standard Deviation(%) | NA | 14.4 | 21.9 | 28.7 | 23.4 | 24.2 | 14.7 | 16.6 | 30.1 | 22.4 | 29.8 | 41.7 | 17.6 | 15.0 | 12.5 | 15.0 | 19.8 | 34.9 |
| Treynor Ratio | NA | 0.31 | 0.18 | 0.09 | 0.08 | 0.06 | 0.42 | 0.13 | -0.02 | 0.23 | 0.43 | -0.55 | 0.09 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.01 | -0.01 | 0.01 | -0.02 | 0.0 | -0.04 | -0.02 | 0.03 | NA | NA | NA | NA |
| Beta | NA | 0.98 | 1.02 | 0.94 | 0.95 | 0.95 | 0.98 | 1.01 | 1.04 | 1.01 | 0.98 | 0.88 | 1.0 | 0.98 | NA | NA | NA | NA |
| RSquared | NA | 0.94 | 0.96 | 0.96 | 0.84 | 0.7 | 0.93 | 0.96 | 0.96 | 0.98 | 0.97 | 0.97 | 0.96 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.0 | 1.6 | 0.8 | 0.7 | N/A | 0.0 | 1.1 | 2.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -62.5 | N/A | 2660.0 | N/A | N/A | -100.0 | -62.5 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2002
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