Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBLCX (AIM Basic Balanced C) | NA | 17.76% | -0.50% | 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 |
|---|---|---|
| BBLCX (AIM Basic Balanced C) | 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 | -0.50 | 0.17 | NA | NA | NA | … | … | 4.28 | 7.32 | 33.78 | -39.16 | 1.67 | 9.85 | 4.05 | 3.80 |
| Sharpe Ratio | NA | 1.66 | -0.04 | -0.05 | NA | NA | NA | … | … | 1.25 | 0.49 | 1.36 | -1.35 | -0.13 | 0.90 | 0.28 | 2.06 |
| Standard Deviation(%) | NA | 10.67 | 23.50 | 19.58 | NA | NA | NA | … | … | 8.17 | 14.71 | 24.80 | 29.57 | 10.06 | 7.29 | 6.68 | 13.33 |
| Draw Down(%) | NA | 7.23 | 48.59 | 54.40 | NA | NA | NA | … | … | 4.74 | 15.26 | 24.48 | 47.96 | 7.37 | 6.30 | 4.62 | 3.39 |
| Yield(%) | 0.00 | 0.53 | 1.23 | 1.38 | 1.13 | 0.76 | 0.57 | … | … | 0.00 | 0.90 | 1.27 | 2.24 | 1.62 | 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 |
|---|---|---|---|---|
| BBLCX (AIM Basic Balanced C) |
-17.45%
Feb 2006 – Feb 2009 |
-2.57%
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 |
|---|---|---|---|---|
| BBLCX (AIM Basic Balanced C) |
5.14%
Dec 2004 – Dec 2007 |
0.55%
Apr 2005 – Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart