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
AIIVX (AIM Income Inv) NA 7.22% 3.01% 2.42% NA NA NA
Data as of 07/01/2011, Common starting date is 10/20/2003
More Performance Analytics Comparison
Name Start Date End Date
AIIVX (AIM Income Inv) 10/20/2003 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 2003
Annualized Return (%) 0.00 7.22 3.01 2.42 NA NA NA 3.22 9.84 10.37 -15.41 1.41 3.99 2.91 2.74 2.28
Sharpe Ratio NA 1.50 0.40 0.20 NA NA NA 1.83 1.78 1.35 -1.89 -0.38 0.18 0.21 0.43 2.53
Standard Deviation(%) NA 4.78 7.05 6.26 NA NA NA 3.54 5.48 7.62 8.61 4.24 3.84 3.52 4.18 4.50
Draw Down(%) NA 3.87 20.13 22.13 NA NA NA 0.99 3.87 8.18 21.45 3.12 2.54 2.99 5.29 1.05
Yield(%) 0.00 3.69 5.11 5.18 3.81 2.54 1.91 1.21 5.29 5.97 7.78 5.38 6.12 5.99 3.87 1.21
Data as of 07/01/2011, Common starting date is 10/20/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AIIVX (AIM Income Inv) -5.50%
Feb 2006 – Feb 2009
-2.42%
Feb 2004 – Feb 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AIIVX (AIM Income Inv) 4.55%
Apr 2004 – Apr 2007
2.47%
May 2006 – May 2011
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return