Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ACNRX (AIM Conservative Allocation R) NA 8.90% 2.20% 2.77% NA NA NA
Data as of 07/01/2011, Common starting date is 06/17/2004
More Performance Analytics Comparison
Name Start Date End Date
ACNRX (AIM Conservative Allocation R) 06/17/2004 07/01/2011
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 0.00 8.90 2.20 2.77 NA NA NA 1.86 7.14 11.93 -14.60 4.47 6.60 3.19 3.64
Sharpe Ratio NA 2.09 0.34 0.31 NA NA NA 0.88 1.63 2.24 -1.97 0.41 1.07 0.15 2.27
Standard Deviation(%) NA 4.23 6.06 5.22 NA NA NA 4.22 4.33 5.28 7.85 3.58 3.11 6.85 2.48
Draw Down(%) NA 1.99 18.12 20.65 NA NA NA 1.99 3.46 7.10 18.09 2.35 2.44 5.30 1.29
Yield(%) 0.00 2.23 3.14 3.79 2.33 1.55 1.16 0.00 2.22 3.33 4.53 5.37 4.37 2.41 0.95
Data as of 07/01/2011, Common starting date is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACNRX (AIM Conservative Allocation R) -3.64%
Feb 2006 – Feb 2009
1.62%
Jul 2004 – Jul 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACNRX (AIM Conservative Allocation R) 5.84%
Oct 2004 – Oct 2007
3.24%
May 2006 – May 2011
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return