Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGWBX (AIM Select Equity B) | NA | 28.45% | -0.60% | 0.02% | -0.70% | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGWBX (AIM Select Equity B) | 06/21/1996 | 06/07/2011 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.45 | -0.60 | 0.02 | -0.70 | NA | NA | … | … | 8.56 | 9.68 | 23.68 | -39.09 | -1.13 | 12.88 | 4.31 | 13.04 | 28.55 | -30.12 | -26.18 | -2.64 | 40.34 | 26.17 | 18.44 | 7.25 |
| Sharpe Ratio | NA | 1.75 | -0.02 | -0.05 | -0.09 | NA | NA | … | … | 1.64 | 0.48 | 0.87 | -0.98 | -0.25 | 0.85 | 0.20 | 0.98 | 1.68 | -1.15 | -1.01 | -0.18 | 1.69 | 0.90 | -1.88 | 0.73 |
| Standard Deviation(%) | NA | 16.17 | 30.32 | 25.82 | 22.43 | NA | NA | … | … | 12.86 | 20.19 | 27.18 | 40.72 | 16.47 | 11.34 | 10.79 | 12.30 | 16.58 | 27.07 | 28.66 | 37.52 | 22.02 | 25.53 | 19.46 | 14.69 |
| Draw Down(%) | NA | 10.68 | 49.02 | 57.47 | 57.47 | NA | NA | … | … | 5.94 | 18.72 | 25.67 | 50.79 | 12.36 | 9.86 | 7.87 | 10.56 | 13.76 | 39.91 | 41.97 | 29.11 | 12.78 | 32.00 | 13.15 | 9.98 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 3.39 | 2.54 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 11.86 | 5.88 | 3.49 | 13.59 | 4.87 |
Data as of 06/07/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGWBX (AIM Select Equity B) |
-26.32%
Mar 2000 – Mar 2003 |
-10.44%
Aug 2000 – Aug 2005 |
-7.57%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGWBX (AIM Select Equity B) |
37.62%
Mar 1997 – Mar 2000 |
13.58%
Sep 2002 – Sep 2007 |
6.56%
Apr 1997 – Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart