Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBLBX (AIM Basic Balanced B) | NA | 17.76% | -0.49% | 0.17% | NA | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 11/08/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBLBX (AIM Basic Balanced B) | 11/08/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.76 | -0.49 | 0.17 | NA | NA | NA | … | … | 4.37 | 7.28 | 33.65 | -39.12 | 1.68 | 9.86 | 4.05 | 3.81 |
| Sharpe Ratio | NA | 1.66 | -0.04 | -0.05 | NA | NA | NA | … | … | 1.31 | 0.49 | 1.36 | -1.36 | -0.13 | 0.91 | 0.28 | 4.39 |
| Standard Deviation(%) | NA | 10.64 | 23.39 | 19.49 | NA | NA | NA | … | … | 7.98 | 14.69 | 24.71 | 29.45 | 10.06 | 7.28 | 6.73 | 6.26 |
| Draw Down(%) | NA | 7.33 | 48.55 | 54.34 | NA | NA | NA | … | … | 4.82 | 15.31 | 24.48 | 47.92 | 7.31 | 6.30 | 4.62 | 0.97 |
| Yield(%) | 0.00 | 0.53 | 1.22 | 1.37 | 1.13 | 0.75 | 0.56 | … | … | 0.00 | 0.85 | 1.27 | 2.23 | 1.63 | 1.49 | 0.83 | 2.93 |
Data as of 06/07/2011, Common starting date is 11/08/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBLBX (AIM Basic Balanced B) |
-17.43%
Feb 2006 – Feb 2009 |
-2.56%
Jun 2005 – Jun 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBLBX (AIM Basic Balanced B) |
5.14%
Dec 2004 – Dec 2007 |
0.56%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart