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VCEAX: Invesco Van Kampen Core Equity A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/28/2007 |
| Last Dividend Date: | 12/10/2010 |
| 12-Mo. Yield | 1.26% |
| Expenses | - |
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Performance Analytics (As of 06/07/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 08/28/2007 |
2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 25.3 | -2.9 | -3.2 | 7.0 | 10.5 | 26.8 | -45.1 | 7.6 |
| Sharpe Ratio | NA | 1.79 | -0.1 | -0.13 | 1.56 | 0.57 | 0.91 | -1.06 | 1.06 |
| Draw Down(%) | NA | 8.3 | 55.2 | 60.8 | 5.6 | 16.0 | 29.7 | 56.2 | 9.6 |
| Standard Deviation(%) | NA | 14.1 | 31.2 | 29.5 | 10.9 | 18.3 | 29.3 | 43.5 | 20.2 |
| Treynor Ratio | NA | 0.28 | -0.03 | -0.04 | 0.22 | 0.11 | 0.29 | -0.47 | 0.22 |
| Alpha | NA | 0.01 | -0.01 | 0.0 | 0.04 | -0.01 | 0.03 | -0.06 | 0.09 |
| Beta | NA | 0.9 | 0.95 | 0.96 | 0.76 | 0.98 | 0.91 | 0.98 | 0.98 |
| RSquared | NA | 0.91 | 0.96 | 0.96 | 0.77 | 0.97 | 0.97 | 0.96 | 0.95 |
| Yield(%) | N/A | 1.3 | 0.7 | N/A | 0.0 | 1.2 | 1.4 | 0.3 | 1.4 |
| Dividend Growth(%) | N/A | 3.7 | N/A | N/A | -100.0 | 3.7 | 153.1 | -77.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/28/2007
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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