Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTVBX (AIM Basic Value B) | NA | 21.11% | -3.66% | -2.30% | -0.42% | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 11/14/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTVBX (AIM Basic Value B) | 11/14/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.11 | -3.66 | -2.30 | -0.42 | NA | NA | … | … | 4.26 | 6.11 | 50.47 | -52.20 | 0.08 | 12.34 | 4.80 | 10.14 | 32.95 | -23.63 | -0.56 | 19.51 | 31.13 | 6.34 | 4.40 |
| Sharpe Ratio | NA | 1.39 | -0.11 | -0.11 | -0.07 | NA | NA | … | … | 0.89 | 0.29 | 1.33 | -1.06 | -0.18 | 0.84 | 0.26 | 0.78 | 1.78 | -0.89 | -0.15 | 0.89 | 1.84 | 0.16 | 2.85 |
| Standard Deviation(%) | NA | 15.12 | 37.78 | 31.67 | 26.06 | NA | NA | … | … | 11.44 | 20.87 | 38.00 | 50.03 | 16.17 | 10.83 | 10.14 | 11.81 | 18.14 | 27.71 | 19.80 | 17.31 | 15.19 | 18.43 | 13.42 |
| Draw Down(%) | NA | 10.55 | 62.46 | 69.02 | 69.02 | NA | NA | … | … | 6.17 | 21.27 | 33.73 | 62.99 | 12.21 | 9.65 | 7.36 | 10.44 | 16.35 | 39.24 | 25.42 | 11.33 | 13.69 | 22.48 | 3.97 |
| Yield(%) | 0.00 | 0.00 | 2.41 | 5.82 | 3.13 | 4.29 | 3.22 | … | … | 0.00 | 0.00 | 0.00 | 6.56 | 16.05 | 6.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.89 | 0.51 | 1.90 | 7.50 |
Data as of 06/07/2011, Common starting date is 11/14/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTVBX (AIM Basic Value B) |
-25.47%
Feb 2006 – Feb 2009 |
-13.80%
Feb 2004 – Feb 2009 |
-2.27%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTVBX (AIM Basic Value B) |
24.31%
Aug 1998 – Aug 2001 |
13.98%
Sep 2002 – Sep 2007 |
8.12%
Dec 1997 – Dec 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart