Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBLTX (AIM Basic Balanced Inv) | NA | 18.15% | 0.16% | 0.85% | NA | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 07/21/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBLTX (AIM Basic Balanced Inv) | 07/21/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.15 | 0.16 | 0.85 | NA | NA | NA | … | … | 4.18 | 8.26 | 34.74 | -38.69 | 2.44 | 10.67 | 2.68 |
| Sharpe Ratio | NA | 1.70 | -0.02 | -0.02 | NA | NA | NA | … | … | 1.24 | 0.56 | 1.40 | -1.34 | -0.06 | 1.02 | 0.56 |
| Standard Deviation(%) | NA | 10.63 | 23.39 | 19.47 | NA | NA | NA | … | … | 8.05 | 14.71 | 24.67 | 29.44 | 9.93 | 7.28 | 6.41 |
| Draw Down(%) | NA | 7.23 | 48.28 | 53.78 | NA | NA | NA | … | … | 4.81 | 15.12 | 24.33 | 47.64 | 7.12 | 6.24 | 3.59 |
| Yield(%) | 0.00 | 1.12 | 1.80 | 2.04 | 1.19 | 0.79 | 0.59 | … | … | 0.00 | 1.68 | 2.10 | 2.87 | 2.39 | 2.26 | 0.92 |
Data as of 06/07/2011, Common starting date is 07/21/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBLTX (AIM Basic Balanced Inv) |
-16.82%
Feb 2006 – Feb 2009 |
-1.59%
Aug 2005 – Aug 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBLTX (AIM Basic Balanced Inv) |
1.46%
Aug 2005 – Aug 2008 |
0.77%
Feb 2006 – Feb 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart