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VLFAX: Invesco Van Kampen Leaders A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/06/2006 |
| Last Dividend Date: | 03/28/2013 |
| 12-Mo. Yield | 0.94% |
| Expenses | 1.26% |
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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 | Since 03/06/2006 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.8 | 26.0 | 13.7 | 6.2 | 4.3 | 13.9 | 15.4 | -3.4 | 11.2 | 28.9 | -37.1 | 5.2 | 12.7 |
| Sharpe Ratio | NA | 2.41 | 0.85 | 0.26 | 0.16 | 2.53 | 1.32 | -0.16 | 0.67 | 1.19 | -1.08 | 0.16 | 1.36 |
| Draw Down(%) | NA | 6.1 | 20.8 | 45.6 | 54.4 | 6.1 | 10.2 | 20.8 | 14.7 | 24.9 | 48.1 | 9.1 | 9.2 |
| Standard Deviation(%) | NA | 10.8 | 16.1 | 23.2 | 20.4 | 11.0 | 11.8 | 21.8 | 16.7 | 24.3 | 35.1 | 13.9 | 9.0 |
| Treynor Ratio | NA | 0.3 | 0.15 | 0.07 | 0.04 | 0.32 | 0.18 | -0.04 | 0.13 | 0.33 | -0.45 | 0.03 | 0.16 |
| Alpha | NA | 0.0 | -0.02 | -0.03 | -0.01 | -0.02 | 0.01 | -0.02 | -0.01 | 0.02 | -0.03 | 0.0 | 0.01 |
| Beta | NA | 0.86 | 0.89 | 0.87 | 0.86 | 0.88 | 0.88 | 0.91 | 0.87 | 0.86 | 0.84 | 0.84 | 0.78 |
| RSquared | NA | 0.95 | 0.94 | 0.94 | 0.94 | 0.95 | 0.93 | 0.97 | 0.89 | 0.94 | 0.95 | 0.92 | 0.77 |
| Yield(%) | N/A | 0.9 | 1.6 | 2.2 | N/A | 0.3 | 1.4 | 1.8 | 1.7 | 2.2 | 4.7 | 2.3 | 1.3 |
| Dividend Growth(%) | N/A | -46.2 | -57.3 | N/A | N/A | -73.0 | -27.4 | 16.7 | 0.0 | -72.7 | 108.7 | 91.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/06/2006
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 BLEND Asset Class Trend Rankings |
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